Geoff Saab
A Little About Geoff Saab:
A Little About Geoff Saab:
Geoff Saab is a wealth manager who has held various positions in tax, estate planning, and insurance and now serves clients as a portfolio manager within an investment counsel firm. He spent over a decade working in a single-family office, advocating directly on behalf of his clients. With his unique experience of working as both a wealth management industry insider and outsider, he has gained a deep understanding of how the industry works (and doesn’t work) for clients.
Quick-Show Notes:
In this episode of The Millionaire’s Lawyer, JP and Geoff Saab discuss:
How we tail end of a long bull market, a lot of people have sold businesses.
Geoff states there’s a lot of money out there and a lot of people have become very wealthy and now everyone should be shifting the way we think about things and playing more defense.
People should focus on buying businesses, really understanding the business, and have it blow up that way.
Geoff says there is no “get rich quick” scheme.
After you sell your business do not get caught up in the “windfall”
Geoff thinks that if people start thinking of it in that way, they can build a very defensive portfolio that costs them a lot less which he thinks benefits them and not just a person selling up.
It is smart to have investments in things like buildings and rental properties that you don’t have to think about or speculate about
The crypto sphere is very volatile and people should be careful with them
Geoff is unsure of when the bear market will end, however, feels people should hold on to all their investments
Key Takeaways
From this episode of The Millionaires Lawyer with Geoff Saab:
- The market is a rollercoaster recently
- We are at the tail end of the Bull Market
- It is really important to diversify your portfolio
- The crypto sphere is all over the place
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