My guest today is Tim Croak, a Toledo, Ohio based founder of a wealth management company with a 40 year track record in investment and retirement planning. He’s a Chartered Life Underwriter and a Chartered Financial Consultant who became the youngest life member in the country of the prestigious Million Dollar Round Table and is the author of the book “The Light, a guide to living life with awareness, honor, and purpose”.He's served on various advisory councils for Columbus Life, New England Financial, Ameritas Investment Corp and Aviva USA. With his son Eric he looks after $500 million on behalf of his clients and is increasingly focused on the challenges facing high net worth families in the 2020s. Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.
--------
37:18
--------
37:18
Tax Planning For Wealthy Americans with Neil Jesani
For a long time now I’ve been telling my high net worth clients that, as their wealth increases, they need to upgrade their advisory team. Too many families remain loyal to accountants and tax consultants who do not deal with clients of a similar profile. My guest today only deals with American clients earning $2 million plus a year, providing a mix of tax advice and wealth management designed to help them hang onto as much of their hard earned dollars as possible. His practice embraces how to structure your business and investment affairs to best effect, dealing with an exit from your business and planning the transfer of wealth to the next generation. He’s a Forbes Council member and author of the best selling book Win The War For Money And Success. His name is Neil Jesani. Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.
--------
52:41
--------
52:41
Mark Flickinger - Which Fire Do We Pour The Gasoline On?
My guest today is Mark Flickinger, General Partner and Chief Operating Officer at BIP Capital and BIP Ventures, a major VC firm based in Atlanta Georgia, where he’s very much focused on fundraising and investor success. Before focusing on the provision of venture capital, he’s worked at the coal face with startup consulting firm 4th Strand and a biotech startup developing therapeutics for cancer and autoimmune diseases. He recently served as the Chairman of the Board for Venture Atlanta and sits on the board of several other companies. He has an MBA from The University of North Carolina and a Mechanical Engineering degree from Princeton. Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.
--------
1:05:56
--------
1:05:56
James Church - Best Selling Author of 'Investable Entrepreneur'
My guest today is James Church, author of the Amazon best-selling book, Investable Entrepreneur: How to convince investors your business is the one to back, and co-founder and COO of Robot Mascot, a global award-winning investment readiness agency.He’s on a mission to stop great ideas failing due to poor communication and is frustrated to see so many founders struggle to raise the capital they need because they’re unable to convince investors their business is the one to back. He’s won the Business Advisor of the Year award at the Growing Business Awards and has been featured in Entrepreneur Magazine and Forbes. He’s run mentoring sessions at national and international incubators and delivered lectures for The Chartered Institute of Marketing, the Design Museum and Regents University London. Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.
--------
57:39
--------
57:39
The World's First Digital Asset Fund of Funds with Kevin Ballard and Manuel Du Luque
In this episode we’ll hear from two business partners, one from the Spanish island of Majorca and the other from that financial hot spot in the Irish Sea, the Isle of Man. They have very different backgrounds but a shared love of all things financial. Unusually for two guys steeped in the traditional, regulated financial world, they were early adopters of crypto currencies like Bitcoin and eventually decided to launch the world’s first digital asset fund of funds under their Block Asset Management company. Their names are Kevin Ballard and Manuel Du Luque. Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.
Höre Diary of a High Net Worth Investor, BTS | Behind the Scenes | Der Personal Branding, Marketing und Business Podcast und viele andere Podcasts aus aller Welt mit der radio.de-App
Deutschland