StarZero All shows Try the podcast clipper →

wealth management

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 27, 2023 by Brendan Holt Dunn · across every show →

Everything said about wealth management, oldest first

Jun 27, 2023
Insight
Dunn: Managing a $500K client takes same work as $15M client
“Managing a 500,000 dollar client is the same amount of work as a 10 or fifteen million dollar client, right?”
Brendan Holt Dunn Jun 27, 2023 ▶ 23:11 Our Family's Money Goes In First - Here's Why That Changes Everything
May 27, 2025 positive
Insight
Weisbrot: Steady annual income carries far lower risk of being squandered
“But if you're getting half a million or a million a year, Over 20 years, 30 years, like, the chances of you blowing it is much lower, because you learn to get comfortable with that number.”
Sean Weisbrot May 27, 2025 ▶ 24:18 Count On Other People Being Lazier Than You
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 300 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more