77. UHNW Survey on Portfolio Allocation & Strategy feat. Tad Fallows
Invest Like a Billionaire
00:00
How to Be a First-Generation Wealthmaker
Sally Kohn: You did a study, this was for 2022, and we're actually gonna put a link in the show notes because this is stuff that I love. This is kind of the self-made entrepreneurs, business owners or even corporate executives that have done very well in their careers. And so they're all trying to deal with the same problems -- not having title kids, how do you avoid the state tax or have a good portfolio? So I just wanna make that point because I think it's really valuable. She says she wouldn't purport for any of this to be universally applicable portfolio allocation. It's just, it is what makes sense for this particular subgroup here
Transcript
Play full episode
