195. Wealth Management and Investment Strategies For The Wealthy Global Citizen | Steven Selengut

from Worldwise Wealth · host Nicole Vilaca

Nicole is joined by investment veteran Steven Selengut. They discuss the nuances of creating a lifestyle by design, focusing on entrepreneurship, money, finance, taxes, and residencies. Steven shares his journey of managing private portfolios for over 45 years, from an upper-middle-class background to building a successful investment-oriented life.They delve into topics like the importance of investing, managing portfolios, understanding securities, setting up a resilient portfolio, and implementing the 4% annual withdrawal rule.Connect with StevenWebsiteConnect with Nicole⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ @workwealthandtravel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube @workwealthandtravelWebsiteBook a Discovery CallSign up for 80+ Remote Work Job Boards

Episode metadata supplied by the publisher feed · Published Apr 7, 2024

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195. Wealth Management and Investment Strategies For The Wealthy Global Citizen | Steven Selengut

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