Wealth Series 2.0 - Episode 8 - Buckets of Wealth

Diversifying your investments is a strategic way to protect and grow your wealth. In episode eight of Wealth Series 2.0, Ben Kinney, Bob Stewart, and Chad Hyams discuss the five buckets of wealth and how to use them to flip the triangle.

Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional advice from someone authorized to provide investment and retirement advice.

In this episode, we cover the following:

• Lessons learned from 2008 [0:48]
• Concrete's five ingredients [2:47]
• Five buckets of wealth [3:10]
• Diversifying your buckets [4:00]
• Cash and cash equivalents bucket [4:44]
• Financial instruments bucket [4:56]
• Real estate bucket [5:13]
• Business bucket [5:20]
• The "other" bucket [5:32]
• Models for diversifying your wealth buckets [7:57]
• Understanding how to leverage wealth buckets [11:36]
• Benefits of cash [15:00]
• Benefits of stocks, bonds, and retirement accounts [20:02]
• Benefits of real estate [22:32]
• Benefits of owning or investing in a business [24:42]
• Benefits of the "other" bucket [27:03]

Resources discussed in this episode:

• Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
• Download the workbook and resources for Episode 8 at https://winmakegive.com/wealth-part-8/
• Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive

Connect with the hosts:

• Ben Kinney: https://www.BenKinney.com/
• Bob Stewart: https://www.linkedin.com/in/activebob
• Chad Hyams: https://ChadHyams.com/
• Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/

More ways to connect:

• Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
• Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
• Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx

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