The Higher Standard cover image

The Investment Strategy & Wild NAR Settlement

The Higher Standard

00:00

Navigating Wealth Advisory Firms and Investment Strategies

The chapter covers considerations for new investors in selecting a wealth advisory firm, focusing on risk tolerance and investment strategies like consistent allocations and selective stock purchases. It discusses financial goals, investments in popular stocks, and the practicality of luxury memberships for business purposes. The conversation emphasizes a simple investment strategy based on trusted products and the importance of starting with familiar investments before refining one's strategy.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app