Ultra High Net Worth Investor Issues
Dec 01, 2023•1 hr 18 min•Ep. 560
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Episode description
John Jennings, financial advisor to ultra high net worth investors, discusses a myriad of topics related to issues that extreme wealth has with individuals and families. We also discuss mental models, ikigai, and wealth preservation secrets.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Phil Weiss | Apprise Wealth Management
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For more information, visit the show notes at https://moneytreepodcast.com/ultra-high-net-worth-issues-john-jennings
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