S2Ep149: Protecting Wealth 101

In episode #149, Allan chats with Ted Oakley. Ted founded Oxbow Advisors, an investing firm that specializes in advising high net worth clients. Topics include:

• Why investing balance is important for entrepreneurs (2:29)
• Exiting a cycle of only re-investing into ne’s company (4:35)
• The importance of liquidity (7:47)
• Economic expectations in the next 18 months (12:51)
• A healthy fear with successful investing (15:42)
• Advice to someone who just sold a business for $10mil (17:58)
• Considering an investor’s personality, along with financial figures (21:03)
• Where people can find Ted (24:12)

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