10 episodes
Aspirational Wealth Daniel Mayer
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- Business
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4.9 • 9 Ratings
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Aspirational Wealth is a podcast on how to better understand, build, grow, protect, spend, and leave your wealth. Personal finance and investment are complicated subjects, and through this podcast, money concepts with be explained and demystified.
This podcast is purely educational and informative, and should not be construed as investment advice or a recommendation of any security. Any mention of a particular security or performance data is not a recommendation to buy or sell that security. Advisory services offered through Triumph Capital Management, a registered investment advisor.
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Aspirational Wealth -- Introspection
In this episode I discuss the need to self-audit when it comes to your financial habits, investment allocation, and even your aspirations themselves. We also look at some common fallacies in investing.
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Aspirational Wealth-- Collaboration
In this episode, I discuss the importance of teamwork and collaboration amongst your financial service providers to ensure continuity of plan.
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Aspirational Wealth- Delegation
In this episode, we discuss the topic of delegation. Specifically, we look at how to determine what tasks in our lives we should do ourselves and what we should delegate out. We also examine how artificial intelligence might affect task delegation in the near future
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Aspirational Wealth- Reconciliation
This episode is about reconciling between planning for the future and living in the present. We detail some recommendations as it pertains to being a good steward to both your present and future self.
Advisory services offered through Triumph Capital Management, a registered investment advisor. Triumph Capital, LLC is an independent agency with insurance offered through the agency. -
Aspirational Wealth- Navigation
The investment ride can be a bumpy one, and sometimes events occur that are unforeseen and out of our control. This episode is about how investors can navigate that ride to achieve the outcomes they desire.
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Aspirational Wealth- Allocation
In this episode we discuss best practices for allocating your invested assets.
Customer Reviews
A Wealth of Information
For those looking to grow and protect their money give Dan a listen! He knows his stuff and delivers the material in an easy to digest manner. This is a fantastic resource.
Excellent Resource
Concise episodes with clear theme to focus on financial principles that lead to results. Not a get-rich-quick or stock-of-the-moment podcast, instead Dan focuses on the consistent principles that lead to success.
This guy gets it
Dan gives sound insight that is not only helpful, but he presents in a way that makes sure one keeps their priorities in line. Money doesn’t buy happiness, but it can be a vessel to opportunities with those in your life that matter. Dan gets that. Love the podcast and can’t wait for the next one.