S2Ep149: Protecting Wealth 101

In episode #149, Allan chats with Ted Oakley. Ted founded Oxbow Advisors, an investing firm that specializes in advising high net worth clients. Topics include: Why investing balance is important for entrepreneurs (2:29)Exiting a cycle of only re-investing into ne’s company (4:35)The importance of liquidity (7:47)Economic expectations in the next 18 months (12:51)A healthy fear with successful investing (15:42)Advice to someone who just sold a business for $10mil (17:58)Considering an investo...