Скачать или смотреть Unlocking Wealth: The Slow and Steady Path Podcast with Alec P Tuckman

How to Build Wealth the Slow, Sure Way | Client-First Strategy, Risk Mitigation, and Tax-Smart Retirement with Alec P. Tuckman

In this episode of Growth’s Edge, we cut through the noise. Alec P. Tuckman, CEO of Wealth Management Partners of Los Angeles, lays out a client-first, fiduciary approach to long-term wealth: tax-advantaged strategies, risk-mitigation “buffers,” and a family-office mindset ordinary investors can actually use. We also get real about financial education, market concentration in AI, and why patience beats FOMO every time.

What you’ll learn

The slow, reliable path to wealth (and why “overnight” is a trap)

How buffered/risk-mitigation strategies cap downside while keeping meaningful upside

Practical tax plays for high earners who don’t qualify for a Roth

Why true advisory starts with deep client profiling, not a model portfolio

Family-office thinking for the upper-middle class

The state of markets, PE compression, and preparing for pullbacks

Where AI helps advisors now (and what to ignore)

Chapters
00:00 Slow & steady wealth: the real equation
00:23 Client-first, no shareholders, no middle management
01:32 Alec’s background and WMP Los Angeles
03:22 Risk mitigation 101: buffers, floors, participation
05:14 Deep discovery: values, goals, and risk profiling
10:39 Onboarding timeline and full-stack advisory
13:34 “Virtual family office” explained
16:58 Financial education and the school system problem
20:32 Jobs, AI, and what changes first
24:16 AI inside the practice: notes, decisions, “Warren Botfit”
33:12 Market froth, AI concentration, and healthy pullbacks
39:30 Long-term investing vs trading and Vegas fantasies
45:57 Growth goals for the next 12 months
46:32 Biggest lessons: educate, document, align
51:13 Close

About our guest
Alec P. Tuckman is the CEO of Wealth Management Partners of Los Angeles, a fiduciary firm focused on lifetime income planning, tax-smart growth, and risk-mitigation strategies for clients across the U.S. and abroad.

About the host
I’m Chris, founder of Allio AI. I partner with ambitious businesses to accelerate growth using AI automation, scale outbound, and data-driven systems. Want a free Growth Plan? DM “growth.”

Connect
Guest: https://wmplainc.com/ • linkedin.com/in/alectuckman
Host: www.linkedin.com/in/christopher-murtagh • Allioai.com

Resources mentioned

Buffered/risk-mitigation strategies (caps, floors, participation)

Tax-advantaged “Roth-alternative” structures for high earners

Family-office style planning for non-UHNW clients

Disclaimer
This conversation is for education only. Nothing here is financial, legal, tax, or investment advice. Do your own research and consult qualified professionals.

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#wealthmanagement #investing #financialplanning #riskmanagement #aiinfinance