
 The King's Hall TradFi: Building Wealth in Traditional Finance with Joe Garrisi
 Sep 6, 2024 
 Joe Garrisi, a wealth manager at Backwards Planning Financial, shares insights on navigating the world of traditional finance. He emphasizes the importance of long-term investing strategies in turbulent economic times. The conversation touches on the emotional influences of the stock market, the significance of diversified investment options, and the nuances of tax law changes that could impact wealth-building. Garrisi also humorously contrasts frugality versus quick-fix mentalities, highlighting lessons from history on generating lasting wealth. 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11 
 Intro 
 00:00 • 4min 
 The Legacy of Ronnie: Wealth Through Wisdom 
 03:44 • 17min 
 Wealth, History, and High-Profile Events 
 20:53 • 5min 
 Navigating Finance in Turbulent Times 
 25:25 • 11min 
 Navigating Financial Diligence and Investment Strategies 
 36:01 • 4min 
 Navigating Wealth Management and Investment Strategies 
 39:37 • 16min 
 Market Emotions and Investment Strategies 
 55:30 • 16min 
 Exploring Investment Strategies and Sponsor Highlights 
 01:11:46 • 6min 
 Navigating Risks and Tax Law Changes in Asset Growth 
 01:17:39 • 10min 
 Navigating Ownership and Investment Strategies in Insurance 
 01:27:30 • 27min 
 Navigating Financial Complexity and Personal Insights 
 01:54:40 • 3min 
