The 'millionaire next door' has these 3 investment strategies in common episode artwork

EPISODE · Dec 16, 2024 · 24 MIN

The 'millionaire next door' has these 3 investment strategies in common

from Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast · host Andy Keeler

Whether it's legendary investor Warren Buffett, local billionaire Les Wexner or the low-key guy next door who just paid cash for a snazzy retirement beach condo, wealth builders of all stripes typically have three investment avenues to quote 'get there'.   They are:  owning a business, investing in stocks and investing in real estate.    Yes, there are other ways to make money and yes, you have to be disciplined to make proper investments but by and large, it's one, two and/or all three of these avenues that pave the financial way.   For episode 15 of Financial Opportunities Uncovered, we switch the chairs around as Mark Beaver swoops in as host and asks Andy about his 30 years in the business.   For both of these guys, who love football, coaching axioms can apply to financial planning too.  (It is college football playoff season after all!) Mark's high school coach said, 'Stick to the basics.'   Legendary college coach Nick Saban always preached to players, 'Do your job'.   Those words also align with one of Andy's core principles; 'Do more of what you do best.'   In essence — don't get distracted — whether it's all the other players on a field or all the other 'golden' financial opportunities that may be anything but.     The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations.It is only intended to provide education about finance, tax, retirement and related planning topics. To determine which investments or strategies may be appropriate for you, consult your financial, tax or legal advisor prior to implementing. Any past performance discussed during this program is no guarantee of future results.Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Keeler & Nadler Family Wealth is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Keeler & Nadler Family Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Keeler & Nadler Family Wealth unless a client service agreement is in place.

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Whether it's legendary investor Warren Buffett, local billionaire Les Wexner or the low-key guy next door who just paid cash for a snazzy retirement beach condo, wealth builders of all stripes typically have three investment avenues to quote 'get there'. They are: owning a business, investing in stocks and investing in real estate. Yes, there are other ways to make money and yes, you have to be disciplined to make proper investments but by and large, it's one, two an...

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This episode was published on December 16, 2024.

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