106: Wealth Preservation Tactics for Uncertain Economic Times – Kirk Chisholm

Today's guest on the Expat Money Show is Kirk Chisholm, Wealth Manager and Principal at Innovative Advisory Group. He has over 20 years of experience managing money for High Net Worth individuals and their families. .

WHAT WE DISCUSSED IN THIS INTERVIEW:

• How Kirk learned risk management quickly and 1st hand as a new advisor
• Make money when the market goes up and not lose money when the market goes down
• What is risk management?
• Scenario-based thinking versus outcome-based thinking
• Asset allocation
• Options
• Risk allocation
• Stop loss
• Alternative assets
• Gold/Silver
• Real Estate & Cashflow
• FANG stocks

 

HOW TO FIND KIRK'S WORK

• https://www.innovativewealth.com/ExpatMoney

 

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CONCLUSION

What a fascinating interview with Kirk Chisholm, and what a smart investor. Truly, if you're looking for someone to manage your portfolio, I would highly recommend you reach out to Kirk today, he's got some really brilliant ideas.  

Mentioned in this episode:

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