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    capital preservation

    Explore "capital preservation" with insightful episodes like "This Is How My Mentor Set Up My Wealth | Ep 693", "Managing your treasury in 2023 | Startup Finance Basics w/ Kruze's Scott Orn | E1843", "There is a Financial Revolution Coming [Business, mindset, entrepreneur, disruptors]", "378: A $500M Syndicator's View on Today's Market and How to Succeed as a "Hands-Off Investor" with Brian Burke" and "Investment trusts: family trusts, dividend heroes and compared to other investments" from podcasts like ""The Game w/ Alex Hormozi", "This Week in Startups", "Disruptors", "BiggerPockets Real Estate Podcast" and "Money Clinic with Claer Barrett"" and more!

    Episodes (6)

    This Is How My Mentor Set Up My Wealth | Ep 693

    This Is How My Mentor Set Up My Wealth | Ep 693

    “It's always never lose money.” Today, Alex (@AlexHormozi) shares effective wealth management strategies for entrepreneurs, focusing on long-term growth and capital preservation. He discusses key lessons from building a billion-dollar portfolio, emphasizing strategies like yield, equity growth, tax advantages, and risk reduction through diversified investments.

    Welcome to The Game w/Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker, and content creator Alex Hormozi. On this podcast you’ll hear how to get more customers, make more profit per customer, how to keep them longer, and the many failures and lessons Alex has learned on his path from $100M to $1B in net worth.

    Timestamps:

    (0:49) - The fundamentals of investment

    (2:41) - Understanding investment yield and appreciation

    (3:23) - The importance of tax advantages and capital preservation

    (4:47) - Breaking down the wealth allocation strategy

    (5:33) - The three main investment buckets explained

    (9:18) - Leveraging indexes for low-risk, high-return investments

    (10:35) - The entrepreneurial approach to wealth management

    Follow Alex Hormozi’s Socials:

    LinkedIn  | Instagram | Facebook | YouTube  | Twitter | Acquisition 

    (This episode is a re-run. Original airdate was on January 11, 2022)

    Managing your treasury in 2023 | Startup Finance Basics w/ Kruze's Scott Orn | E1843

    Managing your treasury in 2023 | Startup Finance Basics w/ Kruze's Scott Orn | E1843

    Todays show:

    Kruze's Scott Orn joins Jason on the latest edition of Startup Finance Basics! In this episode, they discuss the current state of the market (0:40), diversifying bank relationships (6:09), managing risk (16:25), and much more!

    *

    Time stamps:

    (0:00) Kruze's Scott Orn joins Jason

    (0:40) The current state of the market

    (6:09) The SVB lesson: Diversify your bank relationships

    (16:25) Capital preservation, liquidity, and risk management

    *

    Check out Kruze: https://kruzeconsulting.com

    *

    Follow Scott:

    https://twitter.com/scottorn

    https://www.linkedin.com/in/scottorn

    *

    Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four

    Apply for Funding: https://www.launch.co/apply

    Buy ANGEL: https://www.angelthebook.com

    Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

    Check out Jason’s suite of newsletters: https://substack.com/@calacanis

    *

    Follow Jason:

    Twitter: https://twitter.com/jason

    Instagram: https://www.instagram.com/jason

    LinkedIn: https://www.linkedin.com/in/jasoncalacanis

    *

    Follow TWiST:

    Substack: https://twistartups.substack.com

    Twitter: https://twitter.com/TWiStartups

    YouTube: https://www.youtube.com/thisweekin

    *

    Subscribe to the Founder University Podcast: https://www.founder.university/podcast

    There is a Financial Revolution Coming [Business, mindset, entrepreneur, disruptors]

    There is a Financial Revolution Coming [Business, mindset, entrepreneur, disruptors]

    You need to be ready, the financial revolution is coming! Lockdowns are over, the government will be needing to claw money back, cryptocurrencies are threatening the status quo – big changes are coming and Rob wants to not only warn you but give you multiple solutions to the revolution ahead.

    Secret Leaders Podcast Listen Now https://podcasts.apple.com/gb/podcast/secret-leaders/id1229438369
    Learn what it’s really like to be a top entrepreneur and how to get there from founders of startups like Monzo, BrewDog, Jo Malone, Slack, and Lastminute.com

     

    KEY TAKEAWAYS 

    • Protect your Capital
    • Recurring Income Creation
    • Create a Personal Brand
    • Look for the Upside Opportunities
    • Collaborations with Others

     

    BEST MOMENTS 

     “The price of everything is going up dramatically…this is real and it’s coming”

    “I’m not a doommonger but I like to prepare you”

     

    [Business, mindset, entrepreneur, disruptors]

    VALUABLE RESOURCES

    https://robmoore.com/

    bit.ly/Robsupporter  

    https://robmoore.com/podbooks

     rob.team

    ABOUT THE HOST

    Rob Moore is an author of 9 business books, 5 UK bestsellers, holds 3 world records for public speaking, entrepreneur, property investor, and property educator. Author of the global bestseller “Life Leverage” Host of UK’s No.1 business podcast “Disruptors”

    “If you don't risk anything, you risk everything”

    CONTACT METHOD

    Rob’s official website: https://robmoore.com/

    Facebook: https://www.facebook.com/robmooreprogressive/?ref=br_rs

    LinkedIn: https://uk.linkedin.com/in/robmoore1979

    disruptive, disruptors, entreprenuer, business, social media, marketing, money, growth, scale, scale up, risk, property: http://www.robmoore.com

    378: A $500M Syndicator's View on Today's Market and How to Succeed as a "Hands-Off Investor" with Brian Burke

    378: A $500M Syndicator's View on Today's Market and How to Succeed as a "Hands-Off Investor" with Brian Burke
    With a recession already underway, we're turning to an investor with 30 years of experience, 3,000-plus multifamily units acquired, and one of the sharpest minds in real estate. Brian Burke is back today, and he sits down with Brandon and David to offer his interpretation of current events and to guide our audience through how to invest passively without violating Warren Buffett's No. 1 rule: "Never Lose Money!" Brian explains how his firm Praxis Capital is navigating COVID-19 and shares a few tips everyday investors can use to fortify their portfolios. We also discuss leverage, how lending practices are changing, and techniques you can use today to safeguard your investments against vacancy and drops in valuation. In the second half of the show, Brian speaks to those interested in becoming "hands-off" investors—whether you want to focus on making money in your day job or just don't want to deal with being a landlord. After all, BiggerPockets has 10-plus books on how to actively get deals done... but none (until now) on how to evaluate passive investment opportunities. We go over how to meet syndicators, what red flags to look for, how to diversify your investments... and the absolute No. 1 quality to look for in a passive investment (hint: it's NOT the deal itself). This episode is packed with deep insights into the current market shift, but it's also a timeless lesson in evaluating syndication opportunities. For more info, check out Brian's new book, The Hands-Off Investor: An Insider's Guide to Investing in Passive Real Estate Syndications, and all the great bonus content, too. In This Episode We Cover: How Brian got his start raising capital from his cop buddies "Bulletproof vests" investors can use to survive right now Brian's definition of "over-leveraged" Why Brian is currently more focused on operations than acquisitions How government stimulus $ may affect the real estate market How and where passive investors meet syndicators The #1 quality passive investors should look for in a syndicator Why the deal sponsor is more important than the deal itself Diversifying your passive investment portfolio Red flags to look for when evaluating syndicators Why "alignment of interests" is overrated The lesson he learned from a friend who lost her life savings Links from the Show BiggerPockets Forums BiggerPockets Webinars BiggerPockets Business Podcast Real Estate Rookie Podcast BiggerPockets Money Podcast BiggerPockets Radio Podcast 003: Getting Started in Real Estate and Raising Money with Brian Burke BiggerPockets Podcast 076: Growing Your Real Estate Company Into a $30 Million Dollar Business with Brian Burke BiggerPockets Podcast 152: Building Wealth and Passive Income with Rental Properties with Ben Leybovich, Brian Burke, and Serge Shukhat BiggerPockets Podcast 315: How to Read Human Nature to Succeed in Life with Bestselling Author Robert Greene BiggerPockets BRRRR Guide BiggerPockets Bookstore Check the full show notes here: http://biggerpockets.com/show378 Learn more about your ad choices. Visit megaphone.fm/adchoices

    Investment trusts: family trusts, dividend heroes and compared to other investments

    Investment trusts: family trusts, dividend heroes and compared to other investments
    On this week's FT Money show we discuss investment trusts and the different ways investors can use them in their portfolios. Presenter Emma Agyemang, FT Money reporter, talks to Jason Hollands, managing director at Tilney Group and Moira O'Neill of interactive investor about how listeners can invest alongside the wealthiest families. Plus, the dividend heroes - which offer the most consistent income and are they still a good option for investors? And finally, Merryn Somerset Webb tells listeners why she thinks investment trusts have a better chance of lasting a lifetime compared to other assets.

    Hosted on Acast. See acast.com/privacy for more information.

    ASK13: What would you do with £80,000?

    ASK13: What would you do with £80,000?

    This week on Ask Rob & Rob, Alice asked: What would you do with £80,000? A particularly fun question this week. The answer touched upon the importance of etiquette, thoughts of going straight to the travel agents, but then moved onto property investment. Both Robs talked through their strategies of property investment – good properties in […]

    The post ASK13: What would you do with £80,000? appeared first on The Property Hub.

    See omnystudio.com/listener for privacy information.