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   SIGN UP FOR OUR NEWSLETTER If you’d been receiving the EMS Pulse newsletter and the weekly Expat Sunday Times, you would have already read the basics of today's story! Sign up now, and you’ll also receive my FREE special report, “Plan B Residencies and Instant Citizenships.”   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: No Plan-B Without the Language If you’re planning to move overseas—or even just set up your offshore Plan-B—learning the local language isn’t optional. It’s protection. It’s access. It’s power. StoryLearning makes it easy to start today, from home, by immersing you in real stories—not grammar drills. Spanish, Portuguese, French, and more—learn the language the smart way before you land. Go to StoryLearningCourses.com. Story Learning Courses Into The Amazon—Then Straight To The Beach This year, I’m taking a private group into the Amazon rainforest—then we head to Fortaleza and explore Brazil’s booming Northeast coast. Think Amazon river cruises, beachfront developments, and wide-open opportunity. From the heart of the rainforest to pristine beaches most people only dream about—this is bucket-list meets Plan-B strategy. If you’ve ever wanted to see the real Brazil and scout investments along the way, this is it. Go to ExpatMoney.com/Brazil. Brazil Tour August 2 - 9, 2025 Gold in the Caribbean—No Bank Can Touch It Fiat is failing. Banks are cracking. And smart investors are moving their gold offshore—outside the system. I’ve partnered with a fully insured private vault in the Caribbean where you can buy, store, and protect physical gold… legally and securely. The entire account opening is done online—fast, private, and no nonsense. If you’re serious about protecting your wealth, get the details now at ExpatMoney.com/gold Offshore Gold & Silver Into The Amazon—Then Straight To The Beach This year, I’m taking a private group into the Amazon rainforest—then we head to Fortaleza and explore Brazil’s booming Northeast coast. Think Amazon river cruises, beachfront developments, and wide-open opportunity. From the heart of the rainforest to pristine beaches most...