Rethinking Wealth: What Most People Get Wrong About Wealth — W/ Keith Friedman

Welcome to Follow The Money—where we explore how money moves, how wealth is built, and the systems behind financial decisions that shape people’s futures.I’m your host, Baroness.Now, when most people think about investing, they think stocks, real estate, maybe businesses.But there’s one strategy that has quietly been used by the ultra-wealthy for decades—yet often misunderstood or even discouraged in mainstream financial conversations.Today’s guest is Keith Friedman, Founder & CEO of FBO Strategies and creator of the Carbyne Allocation® strategy.With over two decades in financial services, Keith focuses on a very specific idea:how families can use cash value life insurance not just for protection—but as a structured wealth-building and asset allocation tool.We’ll be breaking down what most people misunderstand about life insurance, why some advisors avoid this strategy, and how the wealthy actually think about conservative assets.