The Lifestyle Investor - Investing, Passive Income, Wealth cover image

141: Building a Wealthy Mindset and a Winning Portfolio with Brian Preston

The Lifestyle Investor - Investing, Passive Income, Wealth

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The Importance of Reevaluate Your Team Every Year

The biggest shock for me with success is that the decisions that you have to make and how time is plays into those estate planning and the structure. It can get scary and it can get very complicated. I think it's important to reevaluate your team every year. And that goes for your state plan. It goes for your tax strategy. It Goes for your investment strategy. Everyone has their own investment criteria that they draw out for their life. Like what is it that you want out of life and what is the criteria that needs to fit for your life to be a success in the way that you see it? Yeah. One of the things I'd love to get into is because I love

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