Most wealth plans fail because they’re incomplete. In this episode, we break down the Wealth Building Trifecta and explain how its three parts work together to build real, lasting wealth.
If you’ve been investing but still feel like something is missing, this conversation shows how the full system fits together.
Chapters 00:00 Introduction to Wealth Building Trifecta 00:30 Stock Market Investing Strategy 01:12 Using ETFs and Index Funds 02:05 Researching Top ETF Holdings 02:52 Stock Market Benefits and Liquidity 03:30 Limitations of Stocks for Cashflow 04:00 Private Equity as Second Asset Class 05:22 Buying Cash Flowing Businesses 06:32 Personal Investment Strategy Overview 07:23 Purpose of Each Asset Class 08:12 Real Estate for Tax Benefits 08:48 Summary of Wealth Building Trifecta 09:14 Closing Remarks and Call to Action
