The Chris Voss Show Podcast – Harness Wealth CEO David Snider on Unlocking Financial Mastery: Strategies for Entrepreneurs and Investors

The Chris Voss Show Podcast – Harness Wealth CEO David Snider on Unlocking Financial Mastery: Strategies for Entrepreneurs and Investors

Harness Wealth CEO David Snider on Unlocking Financial Mastery: Strategies for Entrepreneurs and Investors

Harnesswealth.com

About the Guest(s):
David Snider is the founder and CEO of Harness Wealth, a company dedicated to making bespoke financial advice accessible, intuitive, and valuable through a holistic wealth platform. David previously served as an executive at Bain Capital, COO and CFO at Compass, and was responsible for significant operational and financial growth. His extensive background includes significant transactions and IPOs, bringing unparalleled expertise in the financial sector.

Episode Summary:
In this episode of The Chris Voss Show, Chris interviews David Snider, the CEO and founder of Harness Wealth, a pioneering company in personalized financial advice. The discussion brings to light the intricacies of managing wealth through tailored advisory services, equity compensations, tax complexities, and sophisticated financial planning. With 16 years of podcasting experience and over 2,000 episodes, Chris Voss continues to bring the most influential minds to share their journey and impart valuable lessons.

David Snider divulges the genesis of Harness Wealth, emphasizing the importance of specialized financial advice. From handling tax complexities to advising on equity compensations and IPOs, Harness Wealth positions itself as a vital tool for optimizing financial decisions. The conversation also explores significant platforms on Harness Wealth like net worth tracking and their expanding involvement with cryptocurrency management.

Key Takeaways:
Harness Wealth aims to provide individualized financial advice that addresses complex tax and financial decisions.
David Snider’s personal experiences underscore the necessity for accurate, situation-specific financial guidance.
The platform allows clients to track their finances comprehensively, including cryptocurrency, ISOs, and NSOs.
Harness Wealth serves clients with varying levels of financial complexity and strives to offer immediate advice solutions.
The company integrates innovative software to aid both financial advisors and clients in navigating today’s financial landscape.

Notable Quotes:
“Good generic advice is often wrong because of the unique nature of someone’s situation.” – David Snider
“We wanna serve people where the complexity they are facing is no longer solvable with DIY or kind of the Main Street solution.” – David Snider
“Having the right advice delivered securely, delivered in a way that creates value and at a reasonable price is really core to what we’re offering.” – David Snider
“The most important advice you can get often is well before you’re paying that seven figure tax bill.” – David Snider
“Being able in one place to have a solution to tackle the increased personal complexity… is really quite vast.” – David Snider

Episoder(1999)

The Chris Voss Show Podcast – CES Show 2021 RoboEatz The World’s Most Advanced Autonomous Robotic Kitchen

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Bone Canyon by Lee Goldberg Interview A cold case heats up, revealing a deadly conspiracy in a twisty thriller by #1 New York Times bestselling author Lee Goldberg. A catastrophic wildfire scorches the Santa Monica Mountains, exposing the charred remains of a woman who disappeared years ago. The investigation is assigned to Eve Ronin, the youngest homicide detective in the Los Angeles County Sheriff’s Department, a position that forces her to prove herself again and again. This time, though, she has much more to prove. Bones don’t lie, and these have a horrific story to tell. Eve tirelessly digs into the past, unearthing dark secrets that reveal nothing about the case is as it seems. With almost no one she can trust, her relentless pursuit of justice for the forgotten dead could put Eve’s own life in peril. About Lee Goldberg #1 New York Times Bestselling Author Lee Goldberg is an ex-Navy SEAL, nuclear physicist and a professional Daniel Craig impersonator. Okay, that’s not true. But he wants this biography to be really exciting, so pay attention. If things bog down, I’ve been instructed to add a car chase or some explicit sex. Here’s the real story. Lee Goldberg writes books and television shows. His mother wanted him to be a doctor, and his grandfather wanted him to go into the family furniture business. Instead, he put himself through UCLA as a freelance journalist, writing for such publications as American Film, Starlog, Newsweek, The Los Angeles Times Syndicate, The Washington Post and The San Francisco Chronicle (He also wrote erotic letters to the editor for Playgirl at $25-a-letter, but he doesn’t tell people about that, he just likes to boast about those “tiffany” credits). He published his first book “.357 Vigilante” (as “Ian Ludlow,” so he’d be on the shelf next to Robert Ludlum) while he was still a UCLA student. The West Coast Review of Books called his debut “as stunning as the report of a .357 Magnum, a dynamic premiere effort,” singling the book out as “The Best New Paperback Series” of the year. Naturally, the publisher promptly went bankrupt and he never saw a dime in royalties. (But the books are available on the Kindle as “The Jury Series”) Welcome to publishing, Lee. His subsequent books include the non-fiction books “Successful Television Writing” and “Unsold Television Pilots” (“The Best Bathroom Reading Ever!” San Francisco Chronicle) as well as the novels “My Gun Has Bullets” (“It will make you cackle like a sitcom laugh track,” Entertainment Weekly), “Dead Space” (“Outrageously entertaining,” Kirkus Reviews), “Watch Me Die” (“as dark and twisted as anything Hammet or Chandler ever dreamed up,” Kirkus Reviews). “Take me now,” she moaned, “you hot writer stud.” She tore off her clothes and tackled him onto the floor, unable to control her raging lust. Nothing excited her more than being around a writer with a big list of books. Got your attention again? Good. I don’t know about you, but I was starting to nod off. Where was I? Oh yes… Goldberg broke into television with a freelance script sale to “Spenser: For Hire.” Since then, his TV writing & producing credits have covered a wide variety of genres, including sci-fi (SeaQuest), cop shows (Hunter, The Glades), martial arts (Martial Law), whodunits (Diagnosis Murder, Nero Wolfe), the occult (She-Wolf of London), kid’s shows (R.L. Stine’s The Nightmare Room), T&A (Baywatch), comedy (Monk) and utter crap (The Highwayman). His TV work has earned him two Edgar Award nominations from the Mystery Writers of America. His two careers, novelist and TV writer, merged when he began writing the “Diagnosis Murder” series of original novels, based on the hit CBS TV mystery that he also wrote and produced, and later wrote the 15 bestselling novels based on “Monk,” another show that he worked on. He is co-creator of the hit Hallmark movie series “Mystery 101.” He also he teamed up with Janet Evanovich to write the #1 New York Times bestselling Fox & O’Hare novels (“The Heist,” “The Chase,” “The Job,” “The Scam,” “The Pursuit”). His most recent books include the thriller “True Fiction” and the police procedural “Lost Hills.” But perhaps he’s best known for his pioneering work mapping the human genome and negotiating the North American Free Trade Agreement. Goldberg lives in Los Angeles with his wife and his daughter and still sleeps in “Man From UNCLE” pajamas.

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