Long-term Financial Planning, Stability, and Opportunity Exploration

00:00 Introduction and Overview

09:04 Personalized Investing

16:33 Growing your brand is hard

27:50 Managing Illiquid Assets

38:32 Employee Stock Ownership Plans (ESOPs)

50:31 Investing in Growth Before It's Needed

58:00 HexClad and Amazon

01:09:24 Q1 Recap at Simple Modern

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