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Passive Wealth Show - Learn about Investment Banking and Passive Wealth with Kevin Short on the Passive Wealth Show

Learn about Investment Banking and Passive Wealth with Kevin Short on the Passive Wealth Show

Passive Wealth Show

11/14/24 • 33 min

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In this episode of the "Passive Wealth Show," Jim Manning hosts Kevin Short, a seasoned expert from Clayton Capital Partners, to discuss the nuances of investment banking and the strategic pursuit of passive wealth. Kevin shares his journey from starting out with no financial backing—going as far as returning wedding gifts to fund his first office—to developing sophisticated tax strategies and pension plans that significantly boosted his investment capabilities. Throughout the conversation, Kevin emphasizes the importance of having a supportive spouse in entrepreneurial endeavors, the strategic use of lines of credit for business cash flow, and the benefits of diverse investment in passive income sources. His approach combines personal anecdotes with practical financial advice, making it a must-listen for anyone interested in wealth management and investment banking.

11/14/24 • 33 min

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