EP026: Money Moves (Part III) The 6 Pillars of a Robust Portfolio

  • In the final installment of the Money Moves series on earning, saving and investing, Daniel breaks down the 6 fundamental elements of a portfolio that has both stability and tremendous growth potential.

  • Attend the Money Moves workshop: https://newwaveentrepreneur.blog/workshop

  • Early Birds receive a $100 discount + bonuses!

Money Moves is 6 hours of in-depth training on making money, managing it and growing it, focused on entrepreneurs and professionals. Participate live on January 27, 2022 or stream the full workshop recorded after.



    • What: Practical Strategies To Make More, Grow Your Wealth and Cover Your Ass-ets

    • When: Thursday, January 27th 2022

    • Time: 10am PST – 4pm PST

    • Capacity: limited to 100 live attendees.

    • Location: ZOOM (link will be sent prior to start)

    • Note: All live sessions will be recorded for you to watch later. Live attendance is not mandatory.

    • Level: beginner to intermediate

    • Investment: Early Bird Tickets are $99.

    What We’ll Cover:

    • How I separate my biz and personal finances w/out headaches

    • How I track cashflow to make sure I always have enough

    • Tools I use to calculate monthly revenue, expenses and investments (w/real examples)

    • How I consistently set and hit my goals with money

    • Whatever else I think of

    We’re also going to bring in guest experts to talk about:

    • Day-to-day bookkeeping, financial tracking + understanding cashflow and accounting for self-employed and entrepreneurs.

    • How to build a balanced portfolio that makes you wealthy over time.

    • Advantageous tax structure for professionals and entrepreneurs.

    • The new regulations you need to know in crypto taxes.

    Simply put, this is designed to give you tremendous ROI.

    We are all creators, but it’s easy to lose touch with that ability in our daily lives.

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    Connect with Daniel DiPiazza:


    • (00:00) Intro/Overview of EP26

    • (02:55) The magic of compounding and the rule of 7. How much would a penny be worth in a few years if you simply let it compound?

    • (09:54) Crypto will be the current generation’s gift to the monetary system

    • (12:32) Where to buy individual stocks: Vanguard, Fidelity, Robinhood and others. Pros vs cons.

    • (18:35) What are ETFs and how do they work? How are they different from individual stocks and mutual funds?

    • (26:09) Real-estate investing: some high-level ideas. Buying foreclosures, apartment units (house hackings) and more.

    • (33:40) Some general portfolio tips: stay balanced, but keep growing! What is the “Infinite Banking” system? Using your life insurance policy to lend money to yourself

    • (37:36)  Liquidity: what does it mean? What are the most liquid assets

    • (39:00) Closing thoughts/Summary

    DISCLAIMER: None of the contents of this show should be taken as financial or legal advice. The New Wave Entrepreneur is for educational and entertainment purposes only. Remember: always DYOR!


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