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Today’s episode is the first of a multi-part Wealth Builder Series

Here is why we’re making it.

We are blessed to get to work with over 600 contracting companies all over North America helping them systemize for growth.

Having been at this for 8 years, we are getting to a point where many of our members are asking us an interesting question:

“My business has become a well-oiled machine and is now making enough money that my family’s needs are met…. What should I do with the rest?”

To answer this question, we’ll be bringing on world-class experts in real estate, equities, portfolio management, lending, and economics.

The focus is simple. How does the entrepreneur behind an efficient and successful blue-collar business become truly wealthy?

What should we do with our hard-earned profits to maximize our returns, limit our downside, and design a life we truly love?

Today is episode 1, and we’re lucky to be joined by Darcie Crowe of Crowe Private Wealth at Canaccord Genuity. She’s a senior portfolio manager and has been in the industry for the last 18 years, but she comes from the investment banking and equity capital markets world.

To set up the rest of the series, this first episode is going to be focused on:
- The investor's mindset and how it helps you succeed over time
- When and why you need to start investing outside of your own operating business
- How a well-balanced portfolio is structured and the various asset classes within

00:00 - Intro
02:58 - Contractors investing in something outside of their business
06:54 - A painted picture of success
08:33 - Wealth-killing mistakes to avoid
13:51 - Thoughts about Contractors investing in Real Estate
16:36 - Diversification 101
22:26 - Asset classes
27:03 - Value stocks vs. growth stocks
37:50 - At what stage should entrepreneurs begin planning for retirement
41:18 - Thoughts on DIY investing
48:03 - Closing Wisdom

To learn more about Darcie Crowe visit: https://croweprivatewealth.com/

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