#38: Managing Your Wealth with Dimitry Farberov
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?
Transcript coming soon..