The Business Growth Pod with Allan Draper
A show that aims to learn the stories and lessons of fellow entrepreneurs. Discussions will focus on marketing, financial statements, personnel development, Goal setting, and much more.
If you're anywhere between wanting to go out on your own, or an owner of a successful company, or looking to take it to the next level, this podcast is for you!
The Business Growth Pod with Allan Draper
S2Ep149: Protecting Wealth 101
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Allan Draper
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Season 2
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Episode 149
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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https://www.instagram.com/realallandraper/
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