Shawn Ryan Show #42 Rob Luna - Wealth Strategist on the Recession and Inflation
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Dec 12, 2022 Rob Luna, a wealth strategist and Ivy League alumnus, shares his impressive journey from a tough childhood to advising the affluent. He discusses the current economic climate, emphasizing strategies to protect finances amid inflation and market fluctuations. Luna offers insights on navigating bear markets, the significance of diversification in investment, and the impact of rising interest rates. The importance of personal branding and self-investment for entrepreneurs also takes center stage, alongside anecdotes that highlight resilience and empowerment.
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Turning Point
- A pivotal moment for Luna was witnessing a stabbing at a football game, leading to a false attempted murder charge.
- This experience and a police officer's encouragement prompted him to leave L.A. for college.
Early Career and Education
- Luna bought his first home at 19, worked for a hedge fund, and later attended Wharton.
- Inspired by Jeremy Siegel, he started his wealth management firm, focusing on high-net-worth individuals.
Scaling a Business
- To scale a business, ensure it can function and grow without your direct involvement.
- This creates enterprise value, turning your business into your most valuable asset.
