How to Start a Wealth Plan with Coastal Wealth CEO Jeremy Straub
Win Make Give with Ben Kinney
Ben Kinney Training
4.9 • 1.5K Ratings
🗓️ 31 March 2023
⏱️ 35 minutes
🧾️ Download transcript
Summary
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
Transcript
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| 0:00.0 | Welcome to the We Can Make Give podcast Chad Himes here and Bob Stewart over there. |
| 0:12.5 | Bob, how are you today? |
| 0:13.7 | Hey, Chad. |
| 0:14.7 | Good to see you, man. |
| 0:16.3 | And you, Bob, I'm looking forward to catching up and hearing some great things from you. |
| 0:19.8 | But this is not the episode for it because we have company on this episode that we're |
| 0:24.6 | going to want to bring along. |
| 0:26.1 | I think that when you say that, the crowd does a little clap, if there's a crowd, I don't |
| 0:30.9 | know if there's a crowd. |
| 0:31.9 | But if people listen to this podcast, which I think they do, they're clapping that we brought |
| 0:35.6 | somebody besides just you and me, I think. |
| 0:40.4 | So, Bob, I just want to jump right into it because this is a guy that, I forget, you |
| 0:50.6 | know, I'm not going to give you his bio, but this is a guy we're going to have some interesting |
| 0:53.7 | conversation. |
| 0:54.7 | I think folks, we're going to be all over the map on this one. |
| 0:58.2 | So, be ready for that as we get into it. |
| 1:00.8 | And I would like to introduce to the We Can Make Give podcast, Jeremy Straub. |
| 1:05.8 | Jeremy, welcome to the podcast. |
| 1:07.6 | Chad Bob, thanks for having me. |
| 1:09.4 | Excited to be here. |
| 1:11.2 | Jeremy, I don't read bios, as I just said. |
| 1:13.3 | So, introduce yourself to our audience because many of them out there might be like, who |
... |
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