cover of episode 90: Demystifying Private Wealth Management

90: Demystifying Private Wealth Management

2024/11/11
logo of podcast Rich Habits Podcast

Rich Habits Podcast

Shownotes Transcript

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz sat down with the Co-CEO of Titan -- Joe Percoco.

Private wealth management is no longer something only provided to the ultra-wealthy, thanks toTitan).

This "wealth management firm in your pocket" offers the everyday investor sophisticated analysis, passive index investing, an actively-managed strategy, and in-real-life events to their members -- unlocking the best of both worlds.

💰 ⁠Click here to try Titan and get your first month free!⁠)


It's time you have a clear understanding of how much you're making, and more importantly, how much you're spending every month.

With Monarch Money, you unlock a bird's eye view of you financial situation -- giving you the tools and resources to get ahead.

🔥 VisitMonarchMoney.com/HABITS) for 30% off your first year!


Have you started diversifying your investment portfolio into real estate yet? With the Fundrise Flagship Fund, it's never been easier to add single-family, multi-family, and commercial real estate to your investment portfolio.

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👤 Explore everything Austin does – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

👤 Explore everything Robert does – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

❓ Ask us questions for our Q&A episodes – @richhabitspodcast on Instagram

📬 Inquire about working together – [email protected]