134 - The Architecture of Risk Management w/ David Reyes

Aug 8, 2024

David Reyes, a specialist in risk management from Reyes Financial Architecture, discusses his journey from unconventional beginnings to shaping options-based hedge funds. He highlights the evolving role of independent advisory firms and emphasizes the need for personalized financial strategies. The conversation dives into the complexities of aging and the importance of trust in planning. Reyes critiques traditional wealth management models and promotes risk management tailored to individual goals, while reflecting on future opportunities in the investment landscape.

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Intro

00:00 • 2min

Navigating the RIA Landscape

01:31 • 7min

Navigating Financial Complexity in Aging

08:39 • 2min

Redefining Financial Advisory: The Architecture of Risk Management

10:45 • 5min

Navigating Active Management and Risk Strategies

15:22 • 19min

Navigating Retirement Income and Risk Management

34:30 • 18min

Exploring Finance: Stereotypes and Resources for Growth

52:40 • 3min