Most individual accredited investors do not typically use the key strategies that the ultra-wealthy utilize. This is because they do not consider these strategies as options because they are not aware of their existence. Learning about these strategies and how to use them can be extremely beneficial to the investor and their outcome. Our topic for today is how to build legacy wealth through the strategies of the ultra high net worth.
Our guest for today is M.C. Laubscher who is a wealth strategist, educator, and financial freedom fighter. He is the President and CEO of Valhalla Wealth Financial and creator and the host of the popular podcast Cashflow Ninja. He aims to help as many people as possible eliminate the control that banks and financial institutions have over their lives by building their wealth in a variety of ways outside of Wall Street.
Today we are going to discuss…
- How our guest got tapped in to connections with the ultra-wealthy
- Why investment efficiency is an important, but often overlooked, component of growing significant wealth
- Why opportunity cost needs to be taken seriously when planning for the long term
- How to mitigate the challenges of hoarding cash
- How to transfer wealth to the next generation without experiencing significant tax consequences
Learn more about our guest: