What is Your High-Net-Worth Personality?
September 15, 2022
Let's Identify Your High-Net-Worth Personality.
One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you and relate to you. You want to surround yourself with experts who know you well enough to really “get” what you want your money to accomplish and why.
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Here’s what we discuss in this episode: 📊 Diversify to avoid concentration risk ✅ Know when you’ve “made it” 🔄 Planning is an ongoing process 🏥 Life changes demand financial adjustments 🛡️ Protect your retirement from unnecessary risk
What could threaten everything you’ve built with your business partner? Rob calls them the “5 Ds:” death, divorce, disability, disagreements, and dissolution.
In this episode, Rob dives into the often-overlooked world of property and casualty insurance, where hidden gaps could leave your home, vehicles, or umbrella policies vulnerable.
