Be Scrappy.
Tap the power of the lioness, survey the jungle, be scrappy, use every resource to pounce when it is the perfect moment. Allow us to explain how for investors.
Interview with Mike Puck, ZEGA Financial, on Alternative Investments
As we've discussed in prior episodes, the new 60/40 investment portfolio is no longer a mix of just stocks and bonds, the 40% now includes alternative investments. In this episode, Lisa Durant interviews Mike Puck from ZEGA Financial about alternative investments. How do alternative investments fit into a portfolio? ZEGA offers protected or buffered options strategies and income strategies only available through financial advisors.
Abundance Mindset Interview With Jenny Adams
Lisa Durant interviews Jenny Adams from The Spirit Root on how to have an abundance mindset. If everything is energy, how and what we think is being attracted to us. If we endeavor to attract abundance or wealth, what we think translated into how we act is of tremendous importance. In the interview, we discuss thoughts of lack and questions about deserving, how to break those patterns, where they originate, and how to live a life without fear.
Episode 7: Interview with Andrew Beer, Co-Founder and Portfolio Manager of Dynamic Beta Investments (DBi)
Andrew Beer, Co-Founder & Portfolio Manager of Dynamic Beta Investments (DBi) joins us to explain managed futures and the strategies he manages DBMF and DBEH.
Episode 6: Inspiration & Stagflation
How can inspiration go with stagflation? I wasn't about to air an episode that was purely bleak. Stagflation is said to be the worst of two worlds - inflation and job loss. It is a current risk we must consider. What are the current market conditions conceivably leading us towards stagflation? What does history tell us about stagflation? What can investors do to prepare? Tune in to hear all about it linked to a bit of inspiration and the reminder that out of every bad thing, downturn or volatility comes learnings and the good.
Alternative Investments: Interview with Alan Strauss, Crystal Capital Partners (also available on video)
Want to learn more about alternative investments? Tune in for my interview with Alan Strauss from Crystal Capital Partners to learn more.
Same As It Ever Was, Episode 4, Creating Real Wealth Podcast
Are you a talking head on autopilot or do you do life by your own carefully crafted design? Tune into episode four of the Creating Real Wealth podcast for the connection to finance and investing.
Dream of the Blue Turtles by Sting - Dreams into Action, Creating Real Wealth Podcast Episode 3
Sting’s album the “Dream of the Blue Turtles” was created based on a dream he had when in Barbados. How do we tap our inspiration and dreams to track them to our goals? What is goal-based financial planning and what investments might achieve those goals? Tune in for ideas from Lion’s Eye Wealth.
Creating Real Wealth Podcast, Episode 2 “Not Sexy But Necessary”
Tune in for episode two of the Creating Real Wealth podcast, this episode, “Not Sexy But Necessary,” serves as a checklist to be sure proper coverage and measures are in place for life’s unpredictables including insurance, wills and trusts, and taxes.
Creating Real Wealth Podcast, Episode 1
In this first episode of the Creating Real Wealth podcast, Lisa Durant discusses a building wealth mindset, financial planning considerations, and an overview of the current market with investment ideas.