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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Rob walks through the exact framework affluent families use to build, protect, and sustain wealth across generations.
Here’s what we discuss in this episode: 📚 Heavy Plans: Why bigger binders don’t mean better planning 📜 Estate Simplicity: Is a will alone enough? 💔 Spousal Income: The real financial impact after a spouse passes 📉 Stocks-to-Bond: Why age alone shouldn’t drive investment shifts ⏸️ Spending Freeze: Why “just spending less” rarely works in downturns
Financial advice often gets reduced to performance, products, and transactions. But when life gets complicated (market downturns, health challenges, family stress) those things alone aren’t enough.
