The Ultra-Wealthy Play by Different Rules with Joe Lombardi - Sarah Westall
nvestment advisor Joe Lombardi joins the program to explain the growing divergence between what everyday Americans are taught to do with their money and how the ultra-wealthy actually build, protect, and leverage their wealth. Behind those differences exists an entire, largely invisible layer of financial strategies, programs, assets, and opportunities that most people never learn about or realize they may be able to access. Lombardi also explains how government policies, including provisions stemming from the Dodd-Frank Act, have fundamentally changed the risk calculation, potentially…
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