How to Start a Wealth Plan with Coastal Wealth CEO Jeremy Straub

Do you know how to create a wealth plan or vet a potential business partner? In this episode, Bob Stewart and Chad Hyams talk with Jeremy Straub, founder and CEO of Coastal Wealth and seasoned entrepreneur, about diversification, business partnerships, and ninety-day sprints.  Connect with Jeremy Straub: Website: https://jeremystraub.com/ Website: https://mycoastalwealth.com/ LinkedIn: https://www.linkedin.com/in/jeremystraub/ In this episode, we cover the following: What is a wealth plan? [2:00]   When do you need a wealth plan? [3:30] Investing in NFTs and crypto [5:47] Diversifying your investments and partnerships [10:51] Vetting partnerships [12:55] Ninety-day sprints at work[15:10] Ninety-day sprints in life [17:17] Helping employees and leaders succeed with ninety-day sprints [18:40] Establishing ninety-day bonuses [20:54] Creating community at work [23:30] Vetting a licensed financial advisor [27:10] Is it an inconvenience or a problem? [31:24] Resources discussed in this episode: Win Make Give Wealth Series 2.0: https://winmakegive.com/wealth/ Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive Connect with the hosts: Ben Kinney: https://www.BenKinney.com/ Bob Stewart: https://www.linkedin.com/in/activebob Chad Hyams: https://ChadHyams.com/ Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/ More ways to connect:  Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up Explore the Win Make Give Podcast Network: https://WinMakeGive.com/ Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx ------ Part of the Win Make Give Podcast Network