Managing your wealth

Dimitry Farberov is a Certified Financial Planner and Certified Financial Analyst at the Miracle Mile Advisors LLC, which is a registered investment advisor. Check out the company: https://miraclemileadvisors.comBook a 1-on-1 advisory session with me to apply these principles to your business: https://calendly.com/wltb/advisory👀 CONNECT WITH SEANSubscribe: https://www.youtube.com/@seanweisbrotLinkedIn: https://linkedin.com/in/seanweisbrotInquiries: [email protected]🕒 CHAPTERS00:00 - Guest Introduction01:59 - Get to know Dimitry03:14 - Difference between a CFP, CFA, and CPA07:32 - Asset and Liability, and Inflation09:42 - Wealth Preservation vs Wealth Generation10:54 - Diversifying your portfolio (10:54)13:39 - Transitioning from generation to preservation18:08 - What happens when you gain sudden wealth25:43 - Scarcity vs Abundance Mindset30:19 - Dealing with market volatility33:33 - Follow up with Dimitry📈 WORK WITH ME▶ Book a Paid Advisory Session: https://calendly.com/wltb/advisory▶ Sponsor the Channel: https://www.welivetobuild.com/collaborate▶ My AI/Automation Agency: https://optimai.aiLeave a Review (it truly helps us grow): https://welivetobuild.com/review Hosted on Acast. See acast.com/privacy for more information.

What this episode covers

Dimitry Farberov is a Certified Financial Planner and Certified Financial Analyst at the Miracle Mile Advisors LLC, which is a registered investment advisor. Check out the company: https://miraclemileadvisors.comBook a 1-on-1 advisory session with me to apply these principles to your business: https://calendly.com/wltb/advisory👀 CONNECT WITH SEANSubscribe: https://www.youtube.com/@seanweisbrotLinkedIn: https://linkedin.com/in/seanweisbrotInquiries: [email protected]🕒 CHAPTERS00:00 - Guest Introduction01:59 - Get to know Dimitry03:14 - Difference between a CFP, CFA, and CPA07:32 - Asset and Liability, and Inflation09:42 - Wealth Preservation vs Wealth Generation10:54 - Diversifying your portfolio (10:54)13:39 - Transitioning from generation to preservation18:08 - What happens when you gain sudden wealth25:43 - Scarcity vs Abundance Mindset30:19 - Dealing with market volatility33:33 - Follow up with Dimitry📈 WORK WITH ME▶ Book a Paid Advisory Session: https://calendly.com/wltb/advisory▶ Sponsor the Channel: https://www.welivetobuild.com/collaborate▶ My AI/Automation Agency: https://optimai.aiLeave a Review (it truly helps us grow): https://welivetobuild.com/review Hosted on Acast. See acast.com/privacy for more information.

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