What do wealthy people actually do with their money, and what mistakes can cost them millions? Which wealth strategies give you the most bang for your buck?
In this episode of We Talk Money:
Nikki sits down with wealth advisor Mark Cecchini, to discuss how high-net-worth professionals and founders should think about stock, taxes, liquidity events, and long-term wealth planning.
This conversation is especially relevant for anyone with stock-based compensation, concentrated company stock, significant Bitcoin or crypto gains, a future liquidity event, or a rapidly growing net worth.
Connect with Mark Cecchini on X: https://x.com/markcecchini
*This content is for informational and educational purposes only and should not be considered individualized investment, tax, or financial advice.
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