In this season recap episode, hosts Andrew and Dan reflect on key insights from conversations with each guest over the past season. They discuss takeaways around investment discipline, the importance of experts and mentors, building flat organizational structures, raising capital ethically, leaving a legacy through estate planning, and impact investing to help refugees. This episode serves as a refresher going into 2024 of the insights we've learned throughout season three.   [00:00 - 02:10] - Opening segment [02:11 - 04:16] - Joshua Pollard [04:17 - 07:01] - Ali Swart and Samantha Spitzer Sheetz [07:02 - 08:38] - Nicole Shirk [08:39 - 11:02] - Lupei Chou [11:03 - 12:42] - Maria Zondervan [12:43 - 14:52] - Tim Daigle [14:53 - 17:08] - Kim Bodnar [17:09 - 20:32] - Michael Hall   Key Quotes:   "Particularly as we're in a down cycle economically, people are tempted to make bad decisions" - Andrew Reichert   "If you're willing to roll up your sleeves and learn the game, you can do it." - Daniel Croce   Visit our website https://www.birgo.com/to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, YouTube, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON!

Ver todos los episodios