『Diary of a High Net Worth Investor』のカバーアート

Diary of a High Net Worth Investor

Diary of a High Net Worth Investor

著者: Graham Rowan
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Helping high net worth families to build, protect and transfer long term wealth in the challenging times that we are living through.

© 2025 Diary of a High Net Worth Investor
個人ファイナンス 経済学
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  • "If you still have a marketing team you're insane!" with Ziggy Kormandel
    2025/09/03

    You need to hear what AI expert Ziggy Kormandel says about the future in an AI world. A few spoilers:

    “What took $1 million and three years we can now do in 2 months”.

    “School is obsolete. The model is flawed, the gig is up!”.

    “Privacy is dead. Live like there’s always a camera on you.”

    “Our grandchildren will marry AI robots!”

    Ziggy is president of Stayhealthy and its acquisition Augmently. Stayhealthy combines healthy lifestyle solutions using enhanced engagement technology with a global community wellness network, while Augmently creates hyper realism on mobile devices. He’s involved with at least five other companies and is now heavily into the theory and practice of Artificial Intelligence. All this and he now lives just down the road from me in Portugal.

    Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.

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    52 分
  • Tim Croak
    2025/07/31

    My guest today is Tim Croak, a Toledo, Ohio based founder of a wealth management company with a 40 year track record in investment and retirement planning. He’s a Chartered Life Underwriter and a Chartered Financial Consultant who became the youngest life member in the country of the prestigious Million Dollar Round Table and is the author of the book “The Light, a guide to living life with awareness, honor, and purpose”.

    He's served on various advisory councils for Columbus Life, New England Financial, Ameritas Investment Corp and Aviva USA. With his son Eric he looks after $500 million on behalf of his clients and is increasingly focused on the challenges facing high net worth families in the 2020s.

    Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.

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    37 分
  • Tax Planning For Wealthy Americans with Neil Jesani
    2025/07/09

    For a long time now I’ve been telling my high net worth clients that, as their wealth increases, they need to upgrade their advisory team. Too many families remain loyal to accountants and tax consultants who do not deal with clients of a similar profile. My guest today only deals with American clients earning $2 million plus a year, providing a mix of tax advice and wealth management designed to help them hang onto as much of their hard earned dollars as possible. His practice embraces how to structure your business and investment affairs to best effect, dealing with an exit from your business and planning the transfer of wealth to the next generation. He’s a Forbes Council member and author of the best selling book Win The War For Money And Success. His name is Neil Jesani.

    Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.

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    53 分
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