Ultra High Net Worth Investor Issues

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 1 December 2023

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.0	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.0	Hello, Smart Money Tree Podcast listeners.
0:13.0	Welcome to this week's show.
0:14.0	My name is Kirk Chisholm and I will be your host.
0:16.0	So today I'm joined with John Jennings.
0:18.0	How you do you today, John?
0:19.0	Hey, I'm doing great.
0:20.0	Glad to be here.
0:21.7	Good.
0:22.0	Well, glad to have you.
0:22.9	We brought John on the show.
0:24.0	We wanted to mix up a little bit this week and talk about some topics that we're getting
0:28.0	a lot of requests about, which is the psychology of investing as well as how the wealthy
0:34.8	deal with this and compare it to everybody else. So John, why do you tell us a little bit
0:38.3	about your background? I actually started my career as an estate planning and tax lawyer. I also
0:42.8	did some speeding tickets, which I currently do. I'm in St. Louis, Missouri, and I will tell you
0:47.3	Missouri is a speeder's paradise. But I did a state planning tax law. And I was at Arthur Anderson.
0:53.8	I find that for younger people,
0:55.5	I have to explain what Arthur Anderson is, but it was a big five accounting firm. Now there's only a
0:59.8	big four. So it went under in the wake of the Enron scandal. It was the auditor for Enron. So
1:06.0	went down in the middle of that. And it's kind of interesting at the time. I was like, oh, this is horrible.
	...

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