5 • 781 Ratings
🗓️ 11 July 2021
⏱️ 59 minutes
🧾️ Download transcript
Want to build wealth? Want to be successful?
What you shouldn’t do is just as important as what you should do, according to JP Morgan Wealth Management’s Naftali Horowitz, who advises multi-millionaires on how to invest and grow their wealth.
Buckle up for a fascinating episode.
Naftali's book "You Revealed: A Torah path to a Life of Success" can be found here:
https://amzn.to/36fxXbK
Please note: this book was written predominately for an observant Jewish reader.
(Due to high demand the book sells out quickly but is usually back in stock within one week)
To reach Naftali send an email to: [email protected]
DO NOT email his work email. None of those emails will be answered.
Sponsor: LivingSmarterJewish.org, your hub for financial management resources.
Produced by LivingLchaim.com
Hosted on Acast. See acast.com/privacy for more information.
Click on a timestamp to play from that location
0:00.0 | Do you want to be successful? Who doesn't? Our next guest is someone who knows success, has seen it, |
0:07.6 | lives and breathes it in terms of who he speaks to every day, Remnaftali Horowitz. When you hear |
0:12.4 | J.P. Morgan Chase, you don't usually think from Jew climbing up the ranks, but that's what he is doing. |
0:18.5 | He's advising very successful people on the best ways to |
0:23.6 | invest their money, save their money, ensure their money goes to the next generation. And I had a |
0:30.7 | very enlightening conversation with him here in episode two. I think you like it. Being a Jew, awesome. Managing personal finances, |
0:42.2 | not so awesome. Welcome to Kosher Money. This episode of Kosher Money is sponsored by |
0:48.8 | LivingSmartreJewish.org. Head over there for all your financial resources. |
0:55.1 | You'll love them. |
0:59.9 | Info at living smarterjewish.org, hit them up with all your money questions. |
1:05.9 | If you have any answers, feedback, things you want to see on different episodes, hit them up there and we'll do our best. |
1:07.4 | Welcome. |
1:08.1 | Another episode of kosher money. |
1:10.2 | Today we're privileged to have the one, the only |
1:13.6 | Rebnaftali Harowitz, managing director at J.P. Morgan Chase. And for the past 25 years, |
1:19.5 | Rebnaftali has been guiding and managing investments for high net worth individuals. By the way, |
1:25.4 | what is a high net worth individual? What's the... |
1:27.8 | Depends who you are. For some people, it's somebody with $100,000. That would be considered |
1:33.8 | high net worth. For somebody who's starting out of the business, perhaps. Right. But generally, |
1:39.8 | it's people with many millions. And they're approaching you and have, and what's the initial conversation? |
1:45.2 | What does that look like? |
1:46.3 | The nearest conversation is generally, I heard about you from so-and-so or my accountant |
... |
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