Stop Buying Stocks on Fidelity (Do This Instead)

Is AI about to replace your stock broker? Christine Healey, a pre-IPO investment expert, explains why Claude AI missed a critical detail in a deal that could have cost her client millions—and why human brokers are still essential in the private market. In this interview, Christine and Sean discuss the "wild west" of pre-IPO investing, how to avoid scams when buying shares of companies like SpaceX and Stripe, and the secret tax strategies (like the Peter Thiel Roth IRA hack) that can save you millions. They also debate whether employees selling shares before an IPO is a red flag or just smart financial planning. Check out the company: https://healeypreipo.com----------------------------------------------------------------------------------------------------------------------------📚 NETWORK BEFORE YOU NEED IT (6 LESSONS THAT MADE SEAN $15M)----------------------------------------------------------------------------------------------------------------------------▶ Get my eBook free - https://welivetobuild.com/network-----------------------------------📈 WORK WITH ME-----------------------------------▶ Buy 300 Lessons From 300 Founders: https://welivetobuild.com/300-lessons-ebook▶ Book a Paid Advisory Session: https://welivetobuild.com/book-a-call▶ Startup Fundraising: https://welivetobuild.com/fundraising▶ Sponsor the Channel: https://www.welivetobuild.com/sponsorship---------------------------------------------👀 CONNECT WITH SEAN---------------------------------------------▶ LinkedIn: https://linkedin.com/in/seanweisbrot▶ Inquiries: [email protected]🕒 CHAPTERS---------------------------00:00 - Why AI Can't Replace Investment Brokers (Yet)01:30 - The Human Touch in Private Equity Deals02:20 - Direct Shares vs. SPVs: Which is Better?04:40 - Pre-IPO Scams: How to Not Get Ripped Off08:15 - Why Employees Sell Shares Before an IPO10:45 - How to Invest in SpaceX & OpenAI13:20 - What Does "Pre-IPO" Actually Mean?16:00 - Early Stage vs. Late Stage Venture Risk18:00 - Taking Fees as Equity (The "Carry" Strategy)19:25 - The Taboo of Secondary Sales21:00 - The "WeWork" Lesson: Why Cash Flow Matters24:00 - The Peter Thiel Tax Hack (Roth IRA Investing)26:50 - The #1 Lesson: Details Make the DealLeave a Review (it truly helps us grow): https://welivetobuild.com/review Hosted on Acast. See acast.com/privacy for more information.