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16. Financial Advisor Shares About Alts & Legacy Planning - Interview w/ Ryan Parson

16. Financial Advisor Shares About Alts & Legacy Planning - Interview w/ Ryan Parson

FromInvest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth


16. Financial Advisor Shares About Alts & Legacy Planning - Interview w/ Ryan Parson

FromInvest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth

ratings:
Length:
37 minutes
Released:
Dec 23, 2021
Format:
Podcast episode

Description

A financial advisor for HNW families, Ryan Parson looks at not just stocks and bonds, but also private equity and other alternatives. Parson spent years in the financial education space, and went deep into alternatives. Tune in to hear Ryan share about how he approaches financial advising and legacy planning through the lens of alts.
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Released:
Dec 23, 2021
Format:
Podcast episode

Titles in the series (100)

Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds. Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, discuss economics and interview successful investors and alternative investment experts.