In this episode, Ato speaks with Jerran Whyte is the Founder and Managing Director of Belvedere Wealth Management, an independent financial advisory firm helping clients to build, preserve, and pass on wealth. With over 15 years of experience in wealth management, he has guided entrepreneurs, professionals, and high-net-worth families through the complex realities of money, legacy, and financial freedom.
We discuss: - Why he left the UK in his 20's to work in Germany - What inspired him to work in wealth management - The ingredients to build lasting wealth - Motivation for starting his financial advisory firm - The 4 key pillars of wealth - Passing down money & principles through generations - How to start investing and much more
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TIMESTAMPS 0:00 - Preview 1:14 - Intro 1:25 - Meet Managing Director - Jerran Whyte 7:31 - How I saw wealth in my own reality 9:47 - What inspired me to work in wealth management 13:06 - Why I left the UK in my 20’s 16:30 - My journey to financial advisory wasn’t easy! 20:11 - Lessons from 15 years of wealth management 23:30 - How do people lose wealth 26:18 - The Truths about money and wealth 28:50 - My thoughts on money before & after being in the industry 31:55 - Why I launched Belvedere Wealth Management 37:11 - Biggest challenges of setting up my own wealth advisory firm 40:25 - What sets Belvedere Wealth Management apart 48:35 - What are the 4 key pillars of wealth? 49:33 - 3 things I’ve seen in Nambia 52:23 - Biggest psychology barriers that stop people building wealth 56:42 - How does ego affect financial decisions 58:39 - Investments to build wealth 1:00:36 - How to start investing 1:04:41 - The risks of S&P 500 1:15:45 - How to think about diversifying your portfolio + crypto 1:23:08 - How do different families grow and protect wealth across the globe 1:25:21 - Passing down principles through generations 1:30:31 - Final words
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Disclaimer: The information contained on this video is not intended as, and shall not be understood or construed as, financial advice. I am not a financial advisor and the information in this video is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.
