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Ep 159: How Very High Net Worth Investors Invest with Tad Fallows

The Next-Level Income Show

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The Importance of Liquidity

Real estate and company ownership is significantly higher than what you see. It's significantly higher than basically zero, which is your typical asset allocation if you talk to a traditional financial advisor. Taking a hybrid approach, we have income-producing properties on our primary residence, which helped balance that off. But I'd advocate that for anybody really.

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