Expanding and Protecting Your Sources of Wealth | AWM Insights #164 episode artwork

EPISODE · Aug 4, 2023 · 9 MIN

Expanding and Protecting Your Sources of Wealth | AWM Insights #164

from AWM Insights Financial and Investment News · host AWM Capital, Brandon Averill, Justin Dyer

Capitalizing on your Human Capital is essential. Capturing the three main branches of Human Capital (Physical, Intellectual, and Social Capital) in a comprehensive and tax-efficient manner is the starting point for building wealth.From there, this acquired needs to be strategically used to work for you. Warren Buffett famously said, “If you don't find a way to make money while you sleep, you will work until you die.”Establishing a plan to maximize your Human Capital and put it to work in the most effective way for you and your goals is how Multi-Generational Wealth is built, preserved, and expanded.Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network.Episode Highlights0:00 Intro0:55 Human Capital and the three distinct segments of it.2:56 Maximizing your Human Capital and the importance of focusing on tax efficiency4:09 Utilizing your capital to accomplish your goals5:49 Setting up your portfolio to cover your priorities and expand your wealth7:25 Syncing your portfolio with your life9:00 Text us!

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Expanding and Protecting Your Sources of Wealth | AWM Insights #164

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