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How to Make Your Money Work Harder for You: Episode 770 With The Real Brad Lea (TRBL)

Dropping Bombs

CHAPTER

Navigating Liquidity and Investor Trust

This chapter explores the complexities of liquidity events in investment funds, particularly the risks associated with debt funds and the need for trust in investor relationships. It also emphasizes the importance of understanding risk tolerance and the criteria for qualifying investors, including the necessity of consulting SEC attorneys. Personal anecdotes highlight the emotional realities of investing, stressing the importance of only investing what one can afford to lose.

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