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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Ever wondered how the ultra-wealthy invest their money? In this episode, I break down the latest Tiger 21 asset allocation report, revealing how high-net-worth individuals with $20M+ in assets structure their portfolios.
The biggest surprise? Public equities make up only 23% of their wealth—while most everyday investors put 75-100% into the stock market. So, where does the rest of their money go? We'll explore their diversified approach, including private equity, real estate, and alternative investments.
Highlights
- The exact asset allocation of the ultra-wealthy
- Why they limit exposure to public stocks
- How real estate, private equity, and alternative assets play a crucial role
- What YOU can do to start diversifying like the top 1%
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - [email protected]
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- 📅 Book a strategy session to align your finances with high-net-worth principles https://link.agent-crm.com/widget/booking/P3coOQC0HSpJeuIumy8f
- 📩 Join the Money for Life Club for weekly insights on wealth building Practical wealth Solutions: https://app.agent-crm.com/v2/preview/C0Kb8qlviGCczll2qzS2
- 🎧 Listen now on: The Practical Wealth Show: https://www.podpage.com/the-practical-wealth-show/
- Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
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