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Q&A: Investing $200K of RSUs, Buying a Failing Biz, & $1.4M Net Worth at 34

Rich Habits Podcast

CHAPTER

Strategic Wealth Management and Investment Insights

This chapter covers key financial strategies focusing on real estate, leveraging credit, and investment diversification. The speakers address listener queries about custodial IRAs, 529 plans, and strategies for managing significant investment portfolios. Additionally, they explore retirement planning, including the 4% rule and the potential benefits of acquiring failing businesses through careful financial planning and management.

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