This Is How My Mentor Set Up My Wealth | Ep 693

“It's always never lose money.” Today, Alex (@AlexHormozi) shares effective wealth management strategies for entrepreneurs, focusing on long-term growth and capital preservation. He discusses key lessons from building a billion-dollar portfolio, emphasizing strategies like yield, equity growth, tax advantages, and risk reduction through diversified investments.

Welcome to The Game w/Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker, and content creator Alex Hormozi. On this podcast you’ll hear how to get more customers, make more profit per customer, how to keep them longer, and the many failures and lessons Alex has learned on his path from $100M to $1B in net worth.

Timestamps:

(0:49) - The fundamentals of investment

(2:41) - Understanding investment yield and appreciation

(3:23) - The importance of tax advantages and capital preservation

(4:47) - Breaking down the wealth allocation strategy

(5:33) - The three main investment buckets explained

(9:18) - Leveraging indexes for low-risk, high-return investments

(10:35) - The entrepreneurial approach to wealth management

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(This episode is a re-run. Original airdate was on January 11, 2022)

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Get access to the free $100M Scaling Roadmap at www.acquisition.com/roadmap