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How to Protect Your Wealth While You’re Building It & Once You Have It [Video]

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How to Protect Your Wealth While You’re Building It & Once You Have It

How to Protect Your Wealth While You’re Building It & Once You Have It
#WealthProtection #GrowYourWealth #HighNetWorth

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0:00 – Introduction
2:00 – Once you create money, you need to protect it differently
3:00 – My daughter got hit by a golf tee shot in our back yard
5:45 – The more money you make, the more risk you create
8:00 – Factors in how you should protect your wealth
11:30 – 60-80% of the High Net Worth market is insured with the wrong company
14:30 – What does High Net Worth mean?
16:00 – Conclusion

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https://youtu.be/_LBLl1_1jnM

How to Protect Your Wealth While You’re Building It & Once You Have It

Categories
Business Owners

In our February, 2019 webcast, OJM Group Director of Financial Planning Michael Lewellen, CFPĀ®, explains the "sequence of returns" and its potential effect on an investment portfolio during retirement. He discusses how market volatility can threaten an investor's long-term retirement goals and outlines a strategy that can help to hedge this risk.