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Index/Marketing/The Business Growth Pod with Allan Draper
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S2Ep149: Protecting Wealth 101

The Business Growth Pod with Allan Draper · 2023-11-02 · 25 min

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Episode notes

In episode #149, Allan chats with Ted Oakley. Ted founded Oxbow Advisors, an investing firm that specializes in advising high net worth clients. Topics include: Why investing balance is important for entrepreneurs (2:29) Exiting a cycle of only re-investing into ne’s company (4:35) The importance of liquidity (7:47) Economic expectations in the next 18 months (12:51) A healthy fear with successful investing (15:42) Advice to someone who just sold a business for $10mil (17:58) Considering an investor’s personality, along with financial figures (21:03) Where people can find Ted (24:12) For the latest from Allan, give him a follow on Instagram! And check out his website at allandraper.com!

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