Podcast Episode #495: The White Collar Recession – How to Preserve Wealth in Uncertain Times – Ted Oakley
Episode #495: Dentist Freedom Blueprint Podcast
The White Collar Recession – How to Preserve Wealth in Uncertain Times – Ted Oakley
Ted Oakley is a seasoned investment expert with over 40 years of experience helping high-net-worth individuals preserve their wealth. In this episode, we delve into the complexities of today’s economic landscape, focusing on inflation, deflation, and the volatility in various markets. This conversation is packed with valuable advice for investors and business owners looking to navigate uncertain times and protect their financial future.
Listen in as Ted shares his insights on managing wealth through economic downturns, the importance of liquidity and balanced portfolios. He also discusses the need for base capital to ensure security and investment capital to seize opportunities during market lows. You’ll discover the value of tangible assets like real estate and the pitfalls of over-leveraging in speculative investments.
Minute Markers:
02:43 – Discussion on current economic trends.
11:36 – Ted’s thoughts on accounting practices, nonbanks or shadow banking, and their effect on the economy as a whole.
16:53 – Insights into disinflation and deflation as products of a slowing economy.
19:10 – The importance of base capital and investment capital.
19:31 – The value of liquidity in taking advantage of market downturns.
20:46 – Market volatility and why defense-first strategy in investments matters.
24:35 – The two things people miss in business
25:26 – Future marketplace and investment opportunities.
28:17 –Why you should focus on essential businesses and hard assets in maintaining financial stability.
Featured on the Show:
Ted Oakley: LinkedIn
Stay Rich with a Balanced Portfolio: The Price You Pay for Peace of Mind by Ted Oakley
Oxbow Advisors
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P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :
In this episode, we finish up the second part of my interview with Rob Swanson and his eight rules of investing. (If you haven’t listened to part 1, be sure to go back and give that a listen before jumping into this one.) Today, we pick up where we left off, covering rules four through eight and talking about everything from decision-making to cash flow and risk reduction.
Listen in as Rob shares his incredible insight and experience in real estate and investing to give us a few rules that help make our decisions and investments more solid. You will hear about the importance of looking at margins before buying and what boxes need to be checked when it comes to predicting a solid income stream. Rob also discusses how to define and mitigate the different risks involved so that you can come out on top.
Alastair MacDonald is a private advisor to established entrepreneurs, investors, and business owners, as well as a TEDx speaker who lectures on economic, social, and financial forecasts. Join me today to hear part two of our conversation at the Freedom Founders Mastermind, where we dive into the concept of certainty, how to hedge against a volatile economy, and why the abdication model is no longer one that works.
Listen in to learn the reasons why Alastair is not worried about consumer price inflation (and what he’s really worried about instead) and why the 401(k) is not always the investment that it is made out to be. You’ll learn why he is most concerned about the issue of division and polarity in the Western world, why your business is your best asset in a volatile economy, and how you can maintain its viability to weather the most intense economic storm.
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2. Attend A Workshop:
If you’re committed to Freedom, but still building a practice, paying down school debt, or growing investment capital, our hands-on Freedom Blueprint Workshops are your entrance ramp onto the fast track! Visit www.freedomfounders.com/workshop to claim your seat!
3. Apply To Visit The Mastermind:
If you’d like to join dozens of dentists, docs, and practice professionals on the fast track to Freedom (5-7 years max), visit www.freedomfounders.com/step-1 to apply for a seat.
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