Financial Advisor Reveals The 4 Assets You Need To Build Your Wealth (And Keep It)

Video Description

In this episode, Ato speaks with Jerran Whyte is the Founder and Managing Director of Belvedere Wealth Management, an independent financial advisory firm helping clients to build, preserve, and pass on wealth. With over 15 years of experience in wealth management, he has guided entrepreneurs, professionals, and high-net-worth families through the complex realities of money, legacy, and financial freedom. We discuss: - Why he left the UK in his 20's to work in Germany - What inspired him to work in wealth management - The ingredients to build lasting wealth - Motivation for starting his financial advisory firm - The 4 key pillars of wealth - Passing down money & principles through generations - How to start investing and much more 🔗 Connect with Jerran Jerran's Linkedin: https://www.linkedin.com/in/jerranwhyte/ Belvedere's Linkedin: https://www.linkedin.com/company/belvederewm/ Belvedere's Instagram: https://www.instagram.com/belvederewm/ Belvedere's Website: https://www.belvederewm.com/ 📩 Sign up to my mailing list to be the first to know about upcoming events: https://eepurl.com/hJEcLL 🤝 Partners Lightyear – Sign up for a new account on Lightyear and get up to $115 worth of a US fractional share of your choice! Claim your reward when you use this link: https://lightyear.com/savvywallet or enter the code: "SAVVY" manually in the Promotions section. Capital at risk. ISA rules apply. Terms apply: https://lightyear.com/en-gb/signup-promotion-terms. Black Business Show - Grab FREE tickets to UK Black Business Show (On Sat) or Black Women Business Talks/Black Men Business Talks with the code "SAVVYFREE" https://www.ukblackbusinessweek.com/tickets/ Use code "UKBB15" for 15% off all other events throughout the week 📚Coursera - Learn AI, Cybersecurity, Project Management, Data Science & more with the education platform that I use: https://imp.i384100.net/savvywallet Some of the links are affiliate links which means that we will receive a small commission if you make a purchase, however there will be no additional charge to you. TIMESTAMPS 0:00 - Preview 1:14 - Intro 1:25 - Meet Managing Director - Jerran Whyte 7:31 - How I saw wealth in my own reality 9:47 - What inspired me to work in wealth management 13:06 - Why I left the UK in my 20’s 16:30 - My journey to financial advisory wasn’t easy! 20:11 - Lessons from 15 years of wealth management 23:30 - How do people lose wealth 26:18 - The Truths about money and wealth 28:50 - My thoughts on money before & after being in the industry 31:55 - Why I launched Belvedere Wealth Management 37:11 - Biggest challenges of setting up my own wealth advisory firm 40:25 - What sets Belvedere Wealth Management apart 48:35 - What are the 4 key pillars of wealth? 49:33 - 3 things I’ve seen in Nambia 52:23 - Biggest psychology barriers that stop people building wealth 56:42 - How does ego affect financial decisions 58:39 - Investments to build wealth 1:00:36 - How to start investing 1:04:41 - The risks of S&P 500 1:15:45 - How to think about diversifying your portfolio + crypto 1:23:08 - How do different families grow and protect wealth across the globe 1:25:21 - Passing down principles through generations 1:30:31 - Final words Other episodes to watch: EP. 186 - Fraud Expert Reveals The New AI Scams Emptying Your Bank Accounts In Minutes ft. Nick Stapleton https://youtu.be/UEZSPPXeQEY EP. 185 - Money Expert: "They’re Wrong!" The 7 Money Habits That Quietly Build Wealth From A 9–5 Job ft. Natalie Scott Powers https://youtu.be/tjhHxnpAADM EP. 184 - “Buy and Hold Is Lazy” Investing Experts Debate Passive Investing vs Active Investing ft. Andrew Craig & Debodun Osekita https://youtu.be/VWGoPGg0Idk EP. 183 - Money Making Expert: If I Wanted To Make £1 million In The Next 12 Months, I'd Do This! ft. Oyin Adebayo https://youtu.be/ACr-ecFWi7Q EP. 182 - Stock Market Millionaire: How I Turned £500 A Month Into £1M+ (And How You Can Too!) ft. Leon Boros https://youtu.be/mufcv88NvI4 EP. 181 - Ex-Private Banker: If I Wanted To Go From Zero To Serious Wealth, I’d Do This! ft. Deborah Williams https://youtu.be/rq7mRGs1PVU EP. 180 - Global Tax Expert: The Best Countries to Escape Tax & Build Real Wealth ft. Peter Ferrigno https://youtu.be/pj6fKrcAajQ EP. 179 - Financial Advisor Reveals The Best Ways To Retire In Your 30’s, 40’s or 50’s ft. Michael Donkor https://youtu.be/WZgDRiPzM30 EP. 178 - Senior Director: My Best Career Advice For Reaching The Top Without Playing The Game ft. Joyce Idoniboye https://youtu.be/pDmXs7E2Dko Disclaimer: The information contained on this video is not intended as, and shall not be understood or construed as, financial advice. I am not a financial advisor and the information in this video is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.