Episode 195

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Published on:

7th Apr 2024

195. Wealth Management and Investment Strategies For The Wealthy Global Citizen | Steven Selengut

Nicole is joined by investment veteran Steven Selengut. They discuss the nuances of creating a lifestyle by design, focusing on entrepreneurship, money, finance, taxes, and residencies. Steven shares his journey of managing private portfolios for over 45 years, from an upper-middle-class background to building a successful investment-oriented life.

They delve into topics like the importance of investing, managing portfolios, understanding securities, setting up a resilient portfolio, and implementing the 4% annual withdrawal rule.

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About the Podcast

Worldwise Wealth
Worldwise Wealth is a podcast designed for global-minded entrepreneurs and investors eager to build borderless lives. Each episode dives into strategies for international diversification, including second residencies and citizenships, unlocking new financial landscapes, and understanding your global diversification opportunities. With insights from experts across the globe, we offer practical steps for leveraging global markets, reducing tax burdens, and achieving personal freedom through a borderless approach to wealth and lifestyle.
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