SummaryIn this episode of Alt Investing Made Easy, Roland and Sarah speak with Carlos Cardenas from Austin Wealth Management, who discusses the critical role of strategic planning in wealth management, including in times of turbulence. He shares his journey from being an art dealer to becoming a wealth advisor, emphasizing the importance of understanding his clients' values and goals. The conversation covers various aspects of financial planning, including fee structures, tailored strategies for diverse client needs, and the significance of peace of mind in financial decisions. Carlos also highlights the importance of due diligence and understanding risk in investment decisions, particularly in real estate. The episode concludes with Carlos sharing his personal investment philosophy and the value of having a coach in the wealth-building journey.You may reach Carlos at: [email protected]://www.linkedin.com/in/carloscardenastxAustin Wealth Management: https://austinwealthmgmt.com‘The Psychology of Money’ by Morgan Housel https://bookshop.org/p/books/the-psychology-of-money-timeless-lessons-on-wealth-greed-and-happiness/Sponsored by:Real Advisers, Austin, TexasSpecial thanks to:Grable Martin PLLC Red Sun Creative, Austin, TexasFor more information: AltInvestingMadeEasy.comPlease contact us: [email protected] Wiederanders: [email protected] Sarah Florer: [email protected] planning is essential for effective wealth management.Understanding clients' values and goals is crucial.Fee structures can vary; planning fees are important.Tailored strategies are necessary for diverse client needs.Peace of mind is a key component of financial planning.Investors must understand the risks involved in investments.Due diligence is critical when evaluating investment opportunities.Building trust with investment sponsors is vital.Long-term wealth building requires a slow and steady approach.Having a coach can significantly improve investment outcomes.Chapters00:00 Introduction to Strategic Wealth Planning02:59 Carlos Cardenas: A Journey Through Wealth Management06:00 The Role of Fiduciary Duty in Wealth Management09:10 Understanding Fee Structures in Wealth Advisory11:47 Case Studies: Tailored Wealth Strategies14:56 The Importance of Peace of Mind in Wealth Management17:59 Real Estate Investment Strategies and Risks21:42 The Emotional Side of Investing24:52 Evaluating Investment Sponsors27:34 The Importance of Team in Investments29:04 Understanding Client Profiles30:36 The Slow and Steady Approach to Wealth32:35 The Role of Coaches in Financial Success33:09 Personal Investment Preferences35:59 Balancing Alternative and Traditional InvestmentsDisclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”© 2025 AltInvestingMade Easy.com LLC All rights reserved

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