Secrets of the Wealthy: How They Keep Getting Richer

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/e7/6a/a8/e76aa815-0b2a-12ea-ee74-549020ce9867/mza_5183078051859888191.jpg/600x600bb.jpg

Money Mindset Mastery: Personal Finance & Wealth Building

Jim Lao and Ryan Genoe TvH Financial

105 episodes

6 days ago

Money Mindset Mastery is a Canadian personal finance podcast hosted by Jim Lao and Ryan Genoe. We blend behavioural finance with practical cash‑flow planning so Canadians can budget better, crush debt, invest smarter, and optimize taxes under CRA rules. Episodes cover RRSP/TFSA/RRIF, CPP/OAS, pensions, annuities, decumulation, tax‑efficient withdrawals, RESP/FHSA, mortgages, retirement income planning, and insurance: life, disability, critical illness, long‑term care. #PersonalFinancePodcast #MoneyMindset #WealthBuilding #InvestingForBeginners #BudgetingTips #FinancialFreedom #DebtPayoffStrat

Investing

Business

RSS

All content for Money Mindset Mastery: Personal Finance & Wealth Building is the property of Jim Lao and Ryan Genoe TvH Financial and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/5951968/5951968-1765393931745-0de04808e466d.jpg

Secrets of the Wealthy: How They Keep Getting Richer

Money Mindset Mastery: Personal Finance & Wealth Building

43 minutes 59 seconds

7 months ago

Secrets of the Wealthy: How They Keep Getting Richer

In this episode of the Money Mindset Mastery Podcast, hosts Jim Lao and Ryan Genoe explore the wealth strategies employed by high net worth investors. They discuss the importance of diversification, real estate investments, liquidity, and the necessity of having a financial plan. The conversation also covers risk management, the role of professional advisors, philanthropy, and lifestyle management, emphasizing that these strategies are not just for the wealthy but can be beneficial for everyone. Chapters

00:00 Introduction to Wealth Strategies

01:45 Understanding Diversification in Investments

06:03 Real Estate Investment Insights

12:44 The Importance of Liquidity and Cash Flow

21:15 Wealth Management Techniques for High Net Worth Individuals

25:35 Risk Management Strategies

29:14 The Role of Professional Advisors

33:19 Philanthropy and Legacy Building

34:48 Lifestyle Management and Concierge Services

40:13 Conclusion and Key Takeaways

#WealthStrategies #HighNetWorthInvestors #Diversification #RealEstateInvestment #Liquidity #WealthManagement #RiskManagement #ProfessionalAdvisors #Philanthropy #LifestyleManagement