Creating Real Wealth: Recent Episodes
Lion's Eye Wealth
Welcome to the Creating Real Wealth podcast series. Our wants and desires exist for a reason, they lead us to what’s best for us. That said, how we work towards wealth matters. Abundance can be fleeting as big as a mountain or as small as a seed, particularly in a period of rapid, unpredictable change. We recognize the mountain and gather the seeds. We discuss ways to honor ourselves and the ones we love by sowing the seeds of wealth honorably and in an empowering manner that grow into fulfillment of destiny, leading to fullness, humor, satisfaction, and joy.
Imagine yourself as a fierce lioness, a huntress extraordinaire, skillfully surveying the financial landscape. Like her, you must utilize every resource available to inform your investment decisions and determine the perfect moment to pounce. Embrace the qualities of this mighty lioness and unleash your inner scrappiness. Tap into your vast arsenal of experiences, learnings, and, most importantly, your intuition, whether you invest solo or with the guidance of an advisor.
The world of finance has been disrupted by innovation, unpredictability, and a hunger for leverage. In this brave new world, the old ways of thinking no longer hold water. It's time to bid farewell to outdated views that fail to account for the winds of change. Instead, tune in to our message and let us empower you to harness your own prowess to your advantage.
So, dear investor, prepare yourself and stay alert. Pounce when you're fully ready, armed with all the knowledge and insight at your disposal. The lioness within you awaits her moment, ready to seize the opportunity and emerge victorious in this exciting financial jungle!
In this episode of the Creating Real Wealth podcast, Lisa Durant interviews Mike Puck from ZEGA Financial about alternative investments. The 60/40 investment portfolio is no longer just stocks and bonds, the 40% can include alternative investments. Tune in to learn about alternative investment strategies that through options and dividends either offer protection (buffer) to the downside and/or income through stock market blue chip companies. Some consider options to be overly aggressive and risky, these strategies are not and offer a hedge to inflation in a rising rate environment.
Ideas presented are for educational and inspirational purposes only. All investment decisions should be reviewed with a financial advisor for suitability, risk, time horizon, tax efficiency, and other important factors.
ZEGA strategies are offered through financial advisors only.
In this episode of the Creating Real Wealth podcast, Lisa Durant interviews Jenny Adams from The Spirit Root on how to have an abundance mindset. If everything is energy, how and what we think is being attracted to us. If we endeavor to attract abundance or wealth, what we think translated into how we act is of tremendous importance. In the interview, we discuss thoughts of lack and questions about deserving, how to break those patterns, where they originate, and how to live a life without fear. Tune in to learn how you can align your thoughts and actions with wealth building practices holistically.
At Lion's Eye Wealth, financial and investment education is a big part of what we do. In this episode of the Creating Real Wealth video and podcast, Lisa Durant, Founder & President of Lion's Eye Wealth, interviews Andrew Beer, Co-Founder & Portfolio Manager of Dynamic Beta Investments (DBi). Andrew explains managed futures strategies, DBi investments DBMF & DBEH, and speaks to current regime change. Managed futures perform well in the current market environment, Andrew explains how and why. DBMF is a replication strategy based off the Société Générale CTA Hedge Funds Index, with a -.07 correlation to equities and a .13 correlation to bonds. As Andrew states, the only free lunch in finance is diversification. Tune in to learn about managed futures and how they could hedge current market dynamics including inflation and increase portfolio diversification.
How can inspiration go with stagflation? I wasn't about to air an episode that was purely bleak. Stagflation is said to be the worst of worlds - inflation and job loss. It is a current risk we must consider. What are the current market conditions conceivably leading us towards stagflation? What does history tell us about stagflation? What can investors do to prepare? Tune in to hear all about it linked to a bit of inspiration and the reminder that out of every bad thing, downturn or volatility comes learnings and the good.
Want to learn about alternative investments? What is the new 60/40 portfolio? The word "alternative" suggests uncommon or unusually different but we argue that alternative investments are now a must to consider for a diversified portfolio which optimizes returns and minimizes risk.
What are the different types of alternative investments and what are their unique characteristics and investor qualifications? Tune in to learn all about alternative investments and what role they play in hedging inflation and the current macro dynamics.
Lisa Durant, President of Lion's Eye Wealth and Alan Strauss, Senior Partner and Director of Investor Relations, Crystal Capital Partners, discuss.
If you have any questions about the video content, please direct them to lisa@lionseyewealth.com and/or visit the Lion's Eye Wealth website listed on the channel information. Investments offered by Crystal Capital Partners are only available through RIA firms and registered investment advisors, individual investors cannot access the investments directly.
The video content represents the opinions of the speakers and is meant for informational and educational purposes only. As always, we recommend any investment decision be reviewed with a fiduciary to be sure of investment suitability with regard to risk, time horizon, goals, tax status, and more.
Enjoy the podcast!
We have this chance "Once In A Lifetime" as the song title famously states from The Talking Heads. The question is, are you a talking head? Have you ever had the phrase "Same As It Ever Was" playing in your head? That happened to me today post a yucky morning meeting. For me, it meant the fight between good and evil. I looked up what the song was supposed to mean according to David Byrne; it is a cautionary song about living life on autopilot. How am I going to get from that theme to finance? Tune in to hear.
Sting's album "Dream of the Blue Turtles" manifested because of a dream he had in Barbados. How do we turn dreams into action to achieve our goals? How do we tap our inspiration, and if lacking, find it? In this episode of the Creating Real Wealth podcast, we discuss dreams, inspiration, goal setting and achieving. We do so within the context of creating a solid goals-based financial plan and carefully selected investments to track us to our goals. We close with an economic and market overview, and investing ideas to help you achieve your goals.
In this episode of the Creating Real Wealth podcast series, Lisa Durant, President of Lion's Eye Wealth, presents an overview of those things that are "Not Sexy But Necessary" in the financial planning process. With so many unpredicatables hurled at us, it is important to be sure we are prepared with proper insurance coverage, wills and trusts, and with taxes. This episode serves as a reminder and checklist that each should conduct annually if not semiannually to be sure proper measures are in place.
In this episode of Creating Real Wealth, President of Lion's Eye Wealth, Lisa Durant discusses what it is to have a positive wealth mindset, how to wealth build in a mindful way, and closes with an overview of current market dynamics and investment options.