『The Wealth Mentor』のカバーアート

The Wealth Mentor

The Wealth Mentor

著者： Susan Lindeque
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The Wealth Mentor is your no-noise guide to building real, lasting wealth.

Susan Lindeque breaks down frontier tech, real estate, digital assets, and smart investing with clarity, calm confidence, and zero hype. Think bigger, invest smarter, and build wealth that actually lasts.

The Advisor Network マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • The Compliance Gaps Quietly Exposing Family Offices

    The Compliance Gaps Quietly Exposing Family Offices
    2026/07/14
    Most family offices believe their structure protects them, but it often does not.

    Susan Lindeque, Founder and CEO of Avestix Technology Holdings, has managed over a billion dollars in private assets and knows exactly where the quiet failures hide.

    In this episode, she exposes the compliance gaps families overlook — from offshore entities and digital assets to fragmented ownership structures — and shares the integrated, real-time framework that keeps complex wealth protected across generations.

    Connect with Susan Lindeque
    🌐 Website: www.avestix.com
    🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
    📩 Email: susan@avestix.com
    続きを読む 一部表示
    34 分
  • From Direct Deals to Quality Portfolios: A Family’s Path to Peace of Mind

    From Direct Deals to Quality Portfolios: A Family’s Path to Peace of Mind
    2026/07/07
    Most family offices investing millions in private deals are flying blind — and it's costing them years of regret.

    Susan Lindeque — private equity expert with over $1 billion invested — joins the show to reveal the critical due diligence steps most family offices skip when evaluating private deals while breaking down how to pressure-test financial projections and verify claims about competitive moats through real customer conversations.

    She shares her proven framework for building a focused investment thesis, vetting deal flow, and protecting your portfolio from the biggest pitfalls in private markets: weak management teams, regulatory blind spots, and liquidity risk.

    If you manage or advise family wealth, this episode gives you the process to invest smarter and sleep better at night.

    Connect with Susan Lindeque
    🌐 Website: www.avestix.com
    🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
    📩 Email: susan@avestix.com
    続きを読む 一部表示
    42 分
  • Why Women Retire With 40% Less and How to Fix It

    Why Women Retire With 40% Less and How to Fix It
    2026/06/30
    (00:00:00) The Wealth Gap Between Men and Women
    (00:00:27) The Importance of Financial Education for Women
    (00:02:34) Breaking into Male-Dominated Financial Spaces
    (00:03:57) Women's Investment Instincts and Performance
    (00:05:48) Starting Small: The First Steps to Investing
    (00:09:38) Understanding Stocks and Bonds in Simple Terms
    (00:11:44) Diversification: The Key to a Strong Portfolio
    (00:16:15) Building a Realistic Investment Portfolio
    (00:24:34) The Power of Digital Assets and Institutional Custody
    (00:28:06) The Buffett Principle: Patience and Discipline in Investing

    Women and retirement savings reveal one of the most overlooked gaps in personal finance. You have worked hard, lived carefully, and still the numbers do not add up. The wealth gap is not a discipline problem. It is an access problem.

    Susan Lindeque, Founder of Avestix Technology Holdings and a former Global CFO who has structured over a billion dollars across real estate, venture capital, and private equity, hands you the blueprint most women were never given. You will never look at money the same way.

    Connect with Susan Lindeque
    🌐 Website: www.avestix.com
    🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
    📩 Email: susan@avestix.com
    続きを読む 一部表示
    41 分
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