

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