PLAY PODCASTS
106: Wealth Preservation Tactics for Uncertain Economic Times – Kirk Chisholm
Episode 106

106: Wealth Preservation Tactics for Uncertain Economic Times – Kirk Chisholm

The Expat Money Show - With Mikkel Thorup · Mikkel Thorup

November 12, 20201h 11m

Audio is streamed directly from the publisher (episodes.captivate.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

Today's guest on the Expat Money Show is Kirk Chisholm, Wealth Manager and Principal at Innovative Advisory Group. He has over 20 years of experience managing money for High Net Worth individuals and their families. .

WHAT WE DISCUSSED IN THIS INTERVIEW:

  • How Kirk learned risk management quickly and 1st hand as a new advisor
  • Make money when the market goes up and not lose money when the market goes down
  • What is risk management?
  • Scenario-based thinking versus outcome-based thinking
  • Asset allocation
  • Options
  • Risk allocation
  • Stop loss
  • Alternative assets
  • Gold/Silver
  • Real Estate & Cashflow
  • FANG stocks

 

HOW TO FIND KIRK'S WORK


 

SIGN UP FOR OUR NEWSLETTER

If you’d been receiving the EMS Pulse newsletter and the weekly Expat Sunday Times, you would have already read the basics of today's story! Sign up now, and you’ll also receive my FREE special report, “Plan B Residencies and Instant Citizenships.”  

CONCLUSION

What a fascinating interview with Kirk Chisholm, and what a smart investor. Truly, if you're looking for someone to manage your portfolio, I would highly recommend you reach out to Kirk today, he's got some really brilliant ideas.  

Mentioned in this episode:

Gold in the Caribbean—No Bank Can Touch It

Fiat is failing. Banks are cracking. And smart investors are moving their gold offshore—outside the system. I’ve partnered with a fully insured private vault in the Caribbean where you can buy, store, and protect physical gold… legally and securely. The entire account opening is done online—fast, private, and no nonsense. If you’re serious about protecting your wealth, get the details now at ExpatMoney.com/gold

Offshore Gold & Silver

No Plan-B Without the Language

If you’re planning to move overseas—or even just set up your offshore Plan-B—learning the local language isn’t optional. It’s protection. It’s access. It’s power. StoryLearning makes it easy to start today, from home, by immersing you in real stories—not grammar drills. Spanish, Portuguese, French, and more—learn the language the smart way before you land. Go to StoryLearningCourses.com.

Story Learning Courses

Join Me In Panama For Our Next Tour

I have great news. After many meetings and explanations, the Panamanian government has agreed to keep the Investors Visa at a $300k Real Estate investment instead of nearly doubling the amount required, as they said they would. This is a massive win for our community who wants to move to or invest in Panama, but I am not sure how long this will last… If you have been thinking about Panama, then I want to make an invitation to you today. Come join me for a special four-day tour to see if the country I call home is right for you and your family. We have just released the next set of trip dates. You can find out more at ExpatMoney.com/fly. Come visit me and the Expat Money team, get a feel for the country and see if Panama makes sense for investment or as a new home.

Panama Fly'n Buy Real Estate Tour

No Plan-B Without the Language

If you’re planning to move overseas—or even just set up your offshore Plan-B—learning the local language isn’t optional. It’s protection. It’s access. It’s power. StoryLearning makes it easy to start today, from home, by immersing you in real stories—not grammar drills. Spanish, Portuguese, French, and more—learn the language the smart way before you land. Go to StoryLearningCourses.com.

Story Learning Courses

Gold in the Caribbean—No Bank Can Touch It

Fiat is failing. Banks are cracking. And smart investors are moving their gold offshore—outside the system. I’ve partnered with a fully insured private vault in the Caribbean where you can buy, store, and protect physical gold… legally and securely. The entire account opening is done online—fast, private, and no nonsense. If you’re serious about protecting your wealth, get the details now at ExpatMoney.com/gold

Offshore Gold & Silver