Managing your wealth

Episode 38 of the We Live to Build podcast, hosted by Sean Weisbrot, titled "Managing your wealth" was published on February 25, 2021 and runs 34 minutes.

February 25, 2021 ·34m · We Live to Build

Summary

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/reviewHow I Made $15M: https://welivetobuild.com/networkSubscribe on YouTube: https://youtube.com/@seanweisbrotFollow Sean on LinkedIn: https://linkedin.com/in/seanweisbrot Hosted on Acast. See acast.com/privacy for more information.

Episode Description