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10 results for “financial services”
And so those kind of questions make that very challenging. What you do know is that if you can get similar exposure, you want it as tax efficient as possible. That's the part that's the easy part. Alright. Let's do some PTI style topics, The first on
33:49 / 34:53
from transcript33:49 – 34:53
Another way of thinking about that that I've learned you know, seeing very sophisticated advisers talk to clients about say, how can we help you today? How can we help you tomorrow? And how can we help you help others? And that framework is super use
18:02 / 19:08
from transcript18:02 – 19:08
Because then when the market sold off, they weren't afraid in the same way. They saw it as an opportunity to say, hey. Great. Things are on sale. Now I can now I have this liquidity and I'm gonna use it. And likewise, I think, you know, one of the th
18:50 / 19:53
from transcript18:50 – 19:53
We call them goals, but in sort of buckets, right, which is to say, okay, you should always have an emergency savings account. That is three to six months relatively liquid assets so that, you know, if you get in a bind, which happens on a lot of occ
26:58 / 28:06
from transcript26:58 – 28:06
...in the financial crisis period when a lot of people would were like, what? You wanna start an investment for what are you doing? But actually, in many ways, it was the right time to start because it was sort of the bottom of the market. And I hear fr
6:41 / 7:47
from transcript6:41 – 7:47
So I'm not sure I would give myself specific advice about the craft of investing because I I I think that's something you can only learn by experience. I think what I would say to myself is when it comes to thinking about how you can bring this capab
5:56 / 7:01
from transcript5:56 – 7:01
I told my dad that I would like to open an investment account to buy shares in Apple Computer because I thought that they were, you know, gonna do well. I was sold on it, but Apple Computers were much better than other computers and were gonna do wel
6:05 / 7:09
from transcript6:05 – 7:09
And we were starting to see these private companies of real scale, the sorts of companies that we'd always invested in. And back then, it was like, you know, businesses like Airbnb and Spotify. And Tom and Mark and James, like, they kind of had their
5:12 / 6:15
from transcript5:12 – 6:15
I think you're gonna see a huge shift in the next five years about location, where to put investments, how to think about them. But I'm surprised there's not like Wyndham used to do this. Like, some of these online optimizers and calculators, I get t
33:03 / 34:17
from transcript33:03 – 34:17
The general advice still applies. Have money in an account that's not correlated to Brex and Mercury in two other places and have the rails set up between those pools of capital, those deposit accounts so that you can immediately move from one to the
17:08 / 18:23
from transcript17:08 – 18:23
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