Wealth Generation vs. Wealth Preservation – The Portfolio Conflict - Ep 46

This podcast is brought to you by Goldrock Capital at goldrockcap.com Joe Milam, Founder of AngelSpan/The Legacy Funds, discusses the psychological differences between an investor who is focused on wealth generation versus someone who is focused on wealth preservation. He discusses how gender and locale influence an investor’s approach to portfolio construction, and how it is the job of the advisor to have investors’ portfolios tailor-made for them.