#38: Managing Your Wealth with Dimitry Farberov

by | Feb 25, 2021 | Podcast

Guest Intro

Dimitry Farberov is a Certified Financial Planner and Certified Financial Analyst at the Miracle Mile Advisors LLC, which is a registered investment advisor.

What You Learn

  • What is the difference between a CFP, CFA, and CPA?
  • What is an asset vs a liability?
  • What is inflation?
  • What is wealth preservation vs wealth generation?
  • What does it mean to diversify a portfolio?
  • How do you create a balanced portfolio?
  • How do you adjust a portfolio over your lifetime to maximize returns?
  • What happens psychologically when someone suddenly makes a lot of money?
  • What are the things that happen after a liquidity event?
  • What should people do to prepare themselves for this change?
  • What are the methods of investment people should be looking at?
  • What are the pros and cons of working with a wealth manager?

Episode Links

Transcript

Transcript coming soon..

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