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EP 243: Invest Smarter: Insights on Real Estate and Wealth Management from Andrew McNair

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Content provided by The Gentle Art of Crushing It. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Gentle Art of Crushing It or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Andrew McNair is a financial expert, philanthropist, and author dedicated to helping families achieve financial peace of mind. As the President of SWAN Capital in Pensacola, Florida, Andrew’s mission is to help families "Sleep Well At Night" through Total Wealth Management, offering integrated retirement plans that address income, tax, health care, and estate needs.

Andrew began his financial career at 14, interning at a financial firm and later founding SWAN Capital after studying finance at the University of West Florida. He is an Investment Adviser Representative, licensed insurance professional, and creator of the Cygnet Fund for real estate investments.

A passionate advocate for stewardship and giving, Andrew hosts the Rich Young & Powerful podcast and the weekly radio show What Your Money Would Say. He is also the author of Don’t Be Penny Wise & Dollar Foolish, Tithe: A Living Testimony, and The Giving Crisis. Featured on The Wall Street Journal, Forbes, and Fox Business, Andrew encourages others to align their finances with their values to create lasting impact.

Chapters

00:00 Introduction to Andrew McNair and Market Insights

06:14 Andrew's Journey to Financial Success

12:49 Navigating the Current Economic Landscape

19:41 Investment Strategies and Asset Allocation

26:59 The Importance of Giving and Family Experiences

33:47 Final Thoughts and Future Aspirations

RANDY SMITH

Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

  continue reading

285 episodes

Artwork
iconShare
 
Manage episode 465248775 series 3487308
Content provided by The Gentle Art of Crushing It. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Gentle Art of Crushing It or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Andrew McNair is a financial expert, philanthropist, and author dedicated to helping families achieve financial peace of mind. As the President of SWAN Capital in Pensacola, Florida, Andrew’s mission is to help families "Sleep Well At Night" through Total Wealth Management, offering integrated retirement plans that address income, tax, health care, and estate needs.

Andrew began his financial career at 14, interning at a financial firm and later founding SWAN Capital after studying finance at the University of West Florida. He is an Investment Adviser Representative, licensed insurance professional, and creator of the Cygnet Fund for real estate investments.

A passionate advocate for stewardship and giving, Andrew hosts the Rich Young & Powerful podcast and the weekly radio show What Your Money Would Say. He is also the author of Don’t Be Penny Wise & Dollar Foolish, Tithe: A Living Testimony, and The Giving Crisis. Featured on The Wall Street Journal, Forbes, and Fox Business, Andrew encourages others to align their finances with their values to create lasting impact.

Chapters

00:00 Introduction to Andrew McNair and Market Insights

06:14 Andrew's Journey to Financial Success

12:49 Navigating the Current Economic Landscape

19:41 Investment Strategies and Asset Allocation

26:59 The Importance of Giving and Family Experiences

33:47 Final Thoughts and Future Aspirations

RANDY SMITH

Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

  continue reading

285 episodes

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