How to Start a Wealth Plan with Coastal Wealth CEO Jeremy Straub

Do you know how to create a wealth plan or vet a potential business partner? In this episode, Bob Stewart and Chad Hyams talk with Jeremy Straub, founder and CEO of Coastal Wealth and seasoned entrepreneur, about diversification, business partnerships, and ninety-day sprints. 

Connect with Jeremy Straub:

• Website: https://jeremystraub.com/
• Website: https://mycoastalwealth.com/
• LinkedIn: https://www.linkedin.com/in/jeremystraub/

In this episode, we cover the following:

• What is a wealth plan? [2:00]  
• When do you need a wealth plan? [3:30]
• Investing in NFTs and crypto [5:47]
• Diversifying your investments and partnerships [10:51]
• Vetting partnerships [12:55]
• Ninety-day sprints at work[15:10]
• Ninety-day sprints in life [17:17]
• Helping employees and leaders succeed with ninety-day sprints [18:40]
• Establishing ninety-day bonuses [20:54]
• Creating community at work [23:30]
• Vetting a licensed financial advisor [27:10]
• Is it an inconvenience or a problem? [31:24]

Resources discussed in this episode:

• Win Make Give Wealth Series 2.0: https://winmakegive.com/wealth/
• 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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Part of the Win Make Give Podcast Network