The Transformative Power of Peer Feedback in Wealth Management

This chapter explores the unique and intense portfolio defense process among a group of billionaires, where they present their financial strategies and investment health. Participants experience a mix of anxiety and growth as they receive honest feedback, leading to profound insights into their wealth management.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

Trey speaks with accomplished real estate entrepreneur, Michael Sonnenfeldt, about his experiences and takeaways from his private club, Tiger 21, as well as his early life achievements and other topics. Michael is also the author of the book, "Think Bigger: And 39 Other Winning Strategies from Successful Entrepreneurs."

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:46 - What Michael learned from achieving his dreams early in his thirties.

19:59 - What he’s learned from subsequent wins and losses.

36:16 - How it led him to found Tiger 21 and how he leverages surveys from the group to better understand the economy and preserving wealth.

55:14 - Michael’s personal views on recession risks, education, meditation.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Visit Tiger 21 Website.
Think Bigger Book.
Check out Michael Sonnenfeldt's Website.
Check out Trey Lockerbie's Twitter.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

River
Toyota
Range Rover
Fundrise
AT&T
The Bitcoin Way
USPS
American Express
Onramp
SimpleMining
Public
Vacasa
Shopify

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.

Get the app

Home Top podcasts Popular guests