You can have all the money in the world and still have the wrong people around you. That gap will cost you more than any bad investment. Tim and Mark break down the 7 people every wealthy person needs on the personal side of their life: the ones protecting your time, your health, your family, and your legacy. Simple stuff that nobody really talks about until you need it.
This episode is part one of a two-parter — next week they're covering the business side.
In this episode:
- Why an executive assistant is the single most important hire
- The case for a private doctor on retainer
- Travel connections: the one relationship that matters most when you get that call and you need to be somewhere in four hours
- What a fiduciary actually does and why you need one before you think you need one (shoutout to @garrettbgunderson, @jim.dew_, and @jeffsocha — guys who have them and can point you in the right direction)
- Personal trainers and nutrition coaches — including Tim's buddy @gunnarmade, who keeps the Bratz household moving
- Spiritual guidance as a personal and marriage resource, and why Mark thinks you don't have to be in an organized religion to benefit from it
- Charitable connections: how to find the grassroots organizations actually doing the work (not the ones spending 98% of donations on marketing)
If you got something out of this episode, subscribe and follow the show so you don't miss the next one. And please leave us a comment! We love to hear from you. Follow Tim at @timbratz and Mark at @markevansdm for more. See you next week.
0:00 Intro
10:53 Personal Assistant
27:02 Private Doctor
31:16 Travel Connections
36:45 Fiduciary
43:46 Personal Trainer
46:52 Spiritual Coach
53:13 Charitable Connection