Expanding and Protecting Your Sources of Wealth | AWM Insights #164

Capitalizing on your Human Capital is essential. Capturing the three main branches of Human Capital (Physical, Intellectual, and Social Capital) in a comprehensive and tax-efficient manner is the starting point for building wealth.

From there, this acquired needs to be strategically used to work for you. Warren Buffett famously said, “If you don't find a way to make money while you sleep, you will work until you die.”

Establishing a plan to maximize your Human Capital and put it to work in the most effective way for you and your goals is how Multi-Generational Wealth is built, preserved, and expanded.

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Episode Highlights

• 0:00 Intro
• 0:55 Human Capital and the three distinct segments of it.
• 2:56 Maximizing your Human Capital and the importance of focusing on tax efficiency
• 4:09 Utilizing your capital to accomplish your goals
• 5:49 Setting up your portfolio to cover your priorities and expand your wealth
• 7:25 Syncing your portfolio with your life
• 9:00 Text us!