Russell J. Carpentieri - Personal Financial Officers - Extended Interview

May 24, 2019

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Principles of the Wealthy: 6 Rules of Building Sustainable Wealth

When you are successful, it can seem like you do not have as much urgency for financial planning. After all, you already have the asset structure and income to fund your ideal lifestyle. You are already where you want to be, so a simple periodic “checkup” might be all that is required.

Unfortunately, that could not be farther from the truth. When you have significant assets and income, planning becomes far more important. Why? You have so much more to lose, including your lifestyle.

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Russell J. Carpentieri - Personal Financial Officers - Extended Interview

Principles of the Wealthy: 6 Rules of Building Sustainable Wealth

When you are successful, it can seem like you do not have as much urgency for financial planning. After all, you already have the asset structure and income to fund your ideal lifestyle. You are already where you want to be, so a simple periodic “checkup” might be all that is required.

Unfortunately, that could not be farther from the truth. When you have significant assets and income, planning becomes far more important. Why? You have so much more to lose, including your lifestyle.

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Building Real Estate Investments in a Rising Interest Rate Environment with Jon Minkoff

1.2.2023

Decreasing Investment Loss During Retirement with Dr. Wade Pfau

12.12.2022

Compound Interest is a Snowball with Evan Wohl

11.21.2022