REPLAY - Wealth Series 2.0 - Episode 10 - Financial Instruments Advanced Strategies

*The giveaway has now closed. A financial advisor can take your wealth-building plan to the next level. In episode ten of Wealth Series 2.0, Ben Kinney, Bob Stewart, and Chad Hyams talk with Goldman Sachs Private Wealth Advisor Molly English about the benefits of working with a financial advisor and advanced investing strategies.

Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional advice from someone authorized to provide investment and retirement advice.

In this episode, we cover the following:

• Recap of financial instruments episode [00:55]  
• Deeper dive into financial instruments with a pro [1:58]
• How Molly English supports wealth planning for her clients [5:05]
• Goldman Sachs service levels [6:55]
• Benefits of working with a financial advisor [9:02]
• Questions to ask your financial advisor [9:39]
• Fee structure [13:30]
• Investing and using compound interest [16:55]
• How inflation drives the need for more purchase power [17:36]
• Four places money can go and the advisor's job [18:44]
• Satisfying the lifetime spending endowment first [19:43]
• Navigating volatile financial times [22:15]
• S&P 500 index examples [23:45]
• Rebalancing, reacting, and compounding [26:07]
• Diversifying investments into different asset classes with example [29:05]
• Balancing fixed income & equities [31:30]
• Investing in bonds [32:16]
• Investing in equities (US & non-US) [33:20]
• Ben’s investment allocation [35:15]
• Applying the 4% rule to your portfolio [36:59]
• Ben’s strategy and potential future allocations [38:10]
• Investing in private equities [41:25]
• Loss harvesting [42:48]
• Tax loss harvesting tied to an index fund [45:31]
• Beta plus strategy [50:09]
• Structured note strategy [53:45]
• Put writing strategies [54:09]
• Molly’s path to becoming a wealth advisor [58:10]

Resources discussed in this episode:

• Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
• Download the workbook and resources for Episode 10 at https://winmakegive.com/wealth-part-10/
• Listen to Wealth Series 2.0 Episode 6 Compound Interest: https://apple.co/44XRdDc
• Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive

Connect with the hosts:

• Ben Kinney: https://www.BenKinney.com/
• Bob Stewart: https://www.linkedin.com/in/activebob
• Chad Hyams: https://ChadHyams.com/
• Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/

More ways to connect: 

• Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
• Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
• Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx

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