What the Wealthiest Families Do With Their Money With Jim Dew

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Have you ever wondered how the rich make more money? In this insightful episode, Erik Van Horn and Jim Dew discuss wealth creation and management. Whether you're a beginner investor or a seasoned pro, you'll find valuable strategies to elevate your financial game. Discover how Dew Wealth Management distinguishes itself from other financial firms, offering a unique approach to building and managing wealth.
Jim Dew is the CEO of Dew Wealth Management and the creator of The Entrepreneur's Virtual Family Office®, an innovative and strategic approach designed to maximize time, money, and freedom. He has 27 years of experience building high-functioning wealth management teams for entrepreneurs.
Jim is a Certified Financial Planner®, Chartered Financial Consultant®, and a Certified Private Wealth Advisor®. He has been featured in Inc. Entrepreneur and Huffington Post magazines. Jim is also a sought-after speaker for stages and podcasts for elite entrepreneurs.
Tune in to Jim's practical advice on making smart investments, understanding risks, and collaborating with fund managers. Find out how to leverage the Augusta Rule and other strategies to grow your financial storehouse.
“Buy appreciating assets, things that are gonna grow your wealth over time, things that are gonna outpace inflation-which has been a struggle and a problem in the last few years. And just start now.”
- Jim Dew
In This Episode:
00:00 - Introduction
01:43 - A brief background about Jim and how he became an entrepreneur
07:56 - How Dew Wealth runs its business compared to other financial companies
14:36 - Building your financial team the way billionaires do (financial flat tire vs functional wealth wheel)
16:54 - What is the Augusta Rule?
25:05 - How to take a break from your business and not worry about anything
29:17 - Why are entrepreneurs good at making money but bad at keeping it?
34:08 - How to start making smart investments
44:20 - Understanding investment risks
46:47 - Working with fund managers and venture capitalists
Resources:
🌐 Consult with Erik - form.jotform.com/222685728939070
🌐 Want to buy a franchise? Connect with Erik here - forms.gle/n4JedEuU5p7asE617
🌐 Want to franchise your business? Connect with Erik here - forms.gle/n4JedEuU5p7asE617
🌐 Franchisees and franchisors find proven tactics and strategies to scale YOUR businesses scalablefranchise.com/
🌐 The Augusta Rule Tax Guide - www.dewwealth.com/franchise
🌐 Book Your Strategy Session Now - lifestyleinvestor.com/strategy/
Connect with Jim Dew:
💼 LinkedIn - / jim-dew-0ab03a5
🌐 Website - www.dewwealth.com/
Connect with Erik Van Horn:
🌐 Website - franchisesecrets.com/
📷 Instagram - / erikvanhorn
👍 Facebook - / erik.v.horn
💼 LinkedIn - / evanhorn
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