More Money, More Problems: What Ultra-Wealthy Clients Actually Worry About (Blair duQuesnay)

Описание: We think about wealth as a finish line — hit your number and the anxiety stops. Blair duQuesnay (https://www.blairbellecurve.com/) , a financial advisor at Ritholtz Wealth Management, says it's almost never that simple. Her clients (ultra-high-net-worth families) aren't worried about running out of money. They're worried about screwing it up.
Blair talks with Chris Hill about growing up in a Southern family where money was never really discussed, transferring colleges to study finance (after starting as a dance major), and writing The Belle Curve (https://www.blairbellecurve.com/) , her newsletter on money, markets, and wealth, as well as:
Having a front-row seat to the 2008 financial crisis while working in an office right next to Lehman Brothers
Starting her own RIA and having to wait tables to make ends meet
What she wishes she had understood about risk earlier in her career
The $400 phone call she would like to take back
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Opening clip – “Margin Call”
#PersonalFinance, #Investing, #MoneyMindset, #UltraHighNetWorth, #MoneyUnplugged