Скачать или смотреть He Built a $10M Firm to Prove Everyone Wrong About Financial Planning

Stop making million dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: https://joinhampton.com/

Rob Townsend says you’re wrong about financial advisors… mostly. And he’s built an 8-figure firm to prove it.

Here’s what we talk about:
Why $3M liquid is Rob’s version of “f*** you money”
How he went from $0 to 8 figures by modernizing financial planning
Why the old guard of wealth management is failing founders
What most people get wrong about index funds
The simple investing mistake that wipes out 44% of stocks
Why the happiest clients aren’t the richest ones
How sabbaticals change Rob’s life (and business) every time
His full portfolio: Dimensional Funds + a little Bitcoin
The real reason private deals feel better than they perform
The toxic mindset that plagues people with $25M+ net worth

Cool Links:
Hampton https://www.joinhampton.com/
Lower Street https://www.lowerstreet.co/

Sponsors:
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Chapters:
00:00 - Introduction: Are Financial Advisors a Bad Idea?
00:39 - Rob’s Personal Story & Early Money Lessons
02:18 - Growing Up and Family Influence
03:45 - The Impact of Rob’s Entrepreneurial Uncle
06:34 - Breaking Into Wealth Management
09:45 - Common Mistakes in Wealth Management
13:33 - Lessons from Investing and Stock Picking
15:11 - Building a Modern Wealth Management Firm
18:06 - The Opportunity for Influencers in Finance
22:46 - The Case for Financial Advisors: Defense & Critique
28:45 - Index Funds, Private Deals, and Investment Psychology
40:13 - Money, Happiness, and Life Lessons

This podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.

Your Host: Harry Morton
Founder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.
Co-parents a cow named Eliza.