200: Member Spotlight – The Fundamentals of Wealth: How to Build and Protect Your Financial Legacy with Will Duke
“If my intention is to be a great investor, or a great father, or a great husband, I will for sure be that, because I will do the work to become that.” – Will Duke?
Today, I’m thrilled to be speaking with Will Duke, a successful entrepreneur turned investor and a valued member of the Lifestyle Investor Mastermind. Will shares his incredible journey from running two businesses to selling them for significant exits, all while transitioning into a successful investor. What makes his story unique is his thoughtful and patient approach to investing—focusing on building a solid foundation before diving into deals.?
We explore the lessons Will learned from exiting his companies, his insights on how to approach private investments with caution, and the importance of continuous education. Will’s journey is a masterclass in how to strategically grow wealth through smart investing, while avoiding the common pitfalls that many fall into.?
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In this episode, you’ll learn:???
? The exact vetting process Will uses to minimize risk and maximize returns, ensuring each investment aligns with his risk tolerance and long-term goals.?
? Tax-optimization strategies that have saved Will millions during exits and investment deals.??
? How to determine whether your business is ripe for exit, structuring the exit for maximum profitability, and the often-overlooked challenges of transitioning from an entrepreneur to investor.?
Check out this short clip from the episode…?
This Investment Mistake Will Cost You Millions
To get access to the full interview, CLICK HERE!