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: Join Us For Upcoming Live Webinars Every month, we offer exciting new webinars for our community. Topics include how to use retirement accounts to buy real estate overseas, how to get a second passport in Latin America, why you should sell your stock portfolio and move your money offshore, how to buy a beachfront rental property in Brazil for less than $100k, or apartments in Paraguay for $60k. If you want to join us for FREE for these presentations with live Q&A, insider secrets, and exclusive opportunities with my professional network of experts, then sign up today. Webinars - Expat Money TICKETS NOW ON SALE Join us March 14-15th, 2025, live in Panama City for the Wealth, Freedom & Passports Conference. Take your Plan-B to the next level; tickets are limited. Wealth, Freedom & Passports Conference TICKETS NOW ON SALE Join us March 14-15th, 2025, live in Panama City for the Wealth, Freedom & Passports Conference. Take your Plan-B to the next level; tickets are limited. Wealth, Freedom & Passports Conference Join Us For Upcoming Live Webinars Every month, we offer exciting new webinars for our community. Topics include how to use retirement accounts to buy real estate overseas, how to get a second passport in Latin America, why you should sell your stock portfolio and move your money offshore, how to buy a beachfront rental property in Brazil for less than $100k, or apartments in Paraguay for $60k. If you want to join us for FREE for these presentations with live Q&A, insider secrets, and exclusive opportunities with my professional network of experts, then sign up today. Webinars - Expat Money