EPISODE · Nov 11, 2024 · 47 MIN
90: Demystifying Private Wealth Management
from Rich Habits Podcast · host Austin Hankwitz and Robert Croak
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz sat down with the Co-CEO of Titan -- Joe Percoco.Private wealth management is no longer something only provided to the ultra-wealthy, thanks to Titan.This "wealth management firm in your pocket" offers the everyday investor sophisticated analysis, passive index investing, an actively-managed strategy, and in-real-life events to their members -- unlocking the best of both worlds.💰 Click here to try Titan and get one month free! Simply use the code RICHHABITS when prompted during sign up.---It's time you have a clear understanding of how much you're making, and more importantly, how much you're spending every month.With Monarch Money, you unlock a bird's eye view of you financial situation -- giving you the tools and resources to get ahead.🔥 Visit MonarchMoney.com/HABITS for 30% off your first year!---Have you started diversifying your investment portfolio into real estate yet? With the Fundrise Flagship Fund, it's never been easier to add single-family, multi-family, and commercial real estate to your investment portfolio.💥 Get started with as little as $50. Visit Fundrise.com/RichHabits to add real estate to your portfolio today!---⭐ Download our FREE Budgeting Template – click here⭐ Earn 5.1% on your savings with a High-Yield Cash Account – click here⭐ Trade stocks, options, music royalties and crypto on Public – click here⭐ Get a $35 bonus when you start saving & investing with Acorns – click here⭐ Automatically buy stock where you shop with Grifin – click here⭐ Protect your family with term life insurance from Suriance – click here⭐ Use code “Spotify” for 15% off our 4-module video course – click here⭐ Optimize your portfolio with Seeking Alpha – click here---👤 Explore everything Austin does – click here👤 Explore everything Robert does – click here❓ Ask us questions for our Q&A episodes – @richhabitspodcast on Instagram📬 Inquire about working together – [email protected] Group LLC has an existing business relationship with NEOS Investment Management LLC. The opinions expressed are those of the author, and the author owns several NEOS ETFs.
What this episode covers
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz sat down with the Co-CEO of Titan -- Joe Percoco.Private wealth management is no longer something only provided to the ultra-wealthy, thanks to Titan.This "wealth management firm in your pocket" offers the everyday investor sophisticated analysis, passive index investing, an actively-managed strategy, and in-real-life events to their members -- unlocking the best of both worlds.💰 Click here to try Titan and get one month free! Simply use the code RICHHABITS when prompted during sign up.---It's time you have a clear understanding of how much you're making, and more importantly, how much you're spending every month.With Monarch Money, you unlock a bird's eye view of you financial situation -- giving you the tools and resources to get ahead.🔥 Visit MonarchMoney.com/HABITS for 30% off your first year!---Have you started diversifying your investment portfolio into real estate yet? With the Fundrise Flagship Fund, it's never been easier to add single-family, multi-family, and commercial real estate to your investment portfolio.💥 Get started with as little as $50. Visit Fundrise.com/RichHabits to add real estate to your portfolio today!---⭐ Download our FREE Budgeting Template – click here⭐ Earn 5.1% on your savings with a High-Yield Cash Account – click here⭐ Trade stocks, options, music royalties and crypto on Public – click here⭐ Get a $35 bonus when you start saving & investing with Acorns – click here⭐ Automatically buy stock where you shop with Grifin – click here⭐ Protect your family with term life insurance from Suriance – click here⭐ Use code “Spotify” for 15% off our 4-module video course – click here⭐ Optimize your portfolio with Seeking Alpha – click here---👤 Explore everything Austin does – click here👤 Explore everything Robert does – click here❓ Ask us questions for our Q&A episodes – @richhabitspodcast on Instagram📬 Inquire about working together – [email protected] Group LLC has an existing business relationship with NEOS Investment Management LLC. The opinions expressed are those of the author, and the author owns several NEOS ETFs.
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90: Demystifying Private Wealth Management
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