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Are you ready to forge stronger client relationships and make your expertise resonate? The Intelligent Investor Podcast – RIA Insights is your platform to connect meaningfully with clients and prospects alike. We know you’re balancing regulations, meetings, and market analysis, leaving little room to focus on storytelling. But sharing your insights and experiences doesn’t require a complex marketing strategy or a big production team—it only takes your voice. This podcast offers a space for Registered Investment Advisors (RIAs) to step away from traditional marketing noise and into authentic conversations that spotlight your values and expertise. Build trust, foster client loyalty, and inspire confidence as you share stories that truly matter. Why tune in? 1.Highlight your expertise in a relatable, human way. 2.Engage thousands of listeners actively seeking advisors like you. 3.Build deeper connections that turn clients into long-term advocates. Trust grows where stories inspire. Start making yours heard today. Visit: mtr.bio/shannonrobnett
Episodes
Monday Jan 15, 2024
Monday Jan 15, 2024
Welcome to Robnett's Real Estate Rundown, in this episode we're diving deep into the world of personal finance and investment strategies with our esteemed guest, Daniel Kryzanowski. Daniel shares his invaluable insights on how he navigated through an accidental over-contribution to his retirement fund, shedding light on the significance of portfolio allocation and liquidity. Join us as Shannon discusses the crucial mindset of starting to save early, emphasizing that regardless of your income level, setting aside a percentage of your earning is key. From leveraging a 401k or IRA to start investing in alternative investments with as little as $20-30k, to the profound concepts in the book 'Die with Zero,' Daniel provides advice on maximizing life experiences without compromising financial security in retirement.
This episode isn't just about numbers; it's about the connection between our identities and investment behaviors, the importance of taking financial accountability, and the shifting investment landscape facing millennials and Gen Z. Daniel, a former Wall Street insider, also walks us through his journey towards advocating for self-directed IRAs and alternative investments. Prepare to be empowered to take charge of your financial future through real estate and private investments, as we compare their advantages to traditional strategies. Daniel also covers the critical elements of network assessment and understanding investment risks and returns, alongside candid discussions about the changing nature of investments and how to leverage tax strategies to your advantage. Whether you're an experienced investor or just getting started, this episode of SRI is packed with strategies, stories, and insights that you won't want to miss. So, get ready to challenge your financial perspectives and uncover the benefits of proactive investment management. Remember to subscribe and leave us your feedback after the show!
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