BOSSY

Where Entrepreneurs Put Their Money, How Tara & Katie Invest, and Risk Tolerance

Jan 11, 2024
Tara and Katie discuss personal finances, tax strategies, investing in oneself, S&P 500 investments, where entrepreneurs invest, and building generational wealth. They also share resources and tips for managing money effectively.
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 3min
2
Creating a Rich and Intentional Lifestyle Through Selective Spending
02:38 • 13min
3
Navigating the Complexity of Net Worth Calculation
15:24 • 5min
4
Balancing Risk: Investing in Oneself vs. Market Indexes
20:40 • 3min
5
Strategic Tax Planning for Wealthy Individuals
23:19 • 8min
6
Insights on Investing, Diversification, and Risk Tolerance for Entrepreneurs
31:03 • 2min
7
Wealth Building Strategies and Family Legacy Planning
33:16 • 18min
8
Exploring Investment Strategies and Personal Financial Choices
51:12 • 2min