Below is the 2nd ASC Mastermind Lab Course. These are special videos that will be made available throughout the duration of the 12-week course featuring conversations with professionals from across Wall Street discussing topics in their expertise.
With the first Mastermind class focusing on defining personal objectives, it only makes sense for me to get an advisor's perspective. That's where Stephen Weitzel comes in.
Stephen is the Managing Partner, Reveille Wealth Management, a firm with over $1 billion in assets under management. And the things I discussed in our first class are the very things he discusses with clients every day.
How do you identify your own time horizon and risk tolerance? Should you just buy and hold forever? What can you do to minimize drawdowns?
At the end of the day, Stephen is both managing and building wealth for his clients. And his ability to answer these questions is part of what helps him do that.
Enjoy my conversation with Stephen.
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