Mar 31, 2023
Do you know how to create a wealth plan or vet a potential business partner? In this episode, Bob Stewart and Chad Hyams talk with Jeremy Straub, founder and CEO of Coastal Wealth and seasoned entrepreneur, about diversification, business partnerships, and ninety-day sprints.
Connect with Jeremy Straub:
- Website: https://jeremystraub.com/
- Website: https://mycoastalwealth.com/
- LinkedIn: https://www.linkedin.com/in/jeremystraub/
In this episode, we cover the following:
- What is a wealth plan? [2:00]
- When do you need a wealth plan? [3:30]
- Investing in NFTs and crypto [5:47]
- Diversifying your investments and partnerships [10:51]
- Vetting partnerships [12:55]
- Ninety-day sprints at work[15:10]
- Ninety-day sprints in life [17:17]
- Helping employees and leaders succeed with ninety-day sprints [18:40]
- Establishing ninety-day bonuses [20:54]
- Creating community at work [23:30]
- Vetting a licensed financial advisor [27:10]
- Is it an inconvenience or a problem? [31:24]
Resources discussed in this episode:
- Win Make Give Wealth Series 2.0: https://winmakegive.com/wealth/
- Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive
Connect with the hosts:
- Ben Kinney: https://www.BenKinney.com/
- Bob Stewart: https://www.linkedin.com/in/activebob
- Chad Hyams: https://ChadHyams.com/
- Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/
More ways to connect:
- Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
- Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
- Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx
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Part of the Win Make Give Podcast Network