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Get the secrets to managing your money and growing your wealth like billionaires do.

We asked wealth manager Jim Dew, author of Beyond a Million: The Entrepreneur’s Playbook for Expanding Wealth, Freedom and Time, how he manages his time and money.

How does he stay on top of everything in an industry where laws are always changing? Find out here and much more.

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  • How Jim went from being a math teacher to a wealth manager [2:05]
  • What does a wealth manager do? [6:39]
  • What does an ideal financial dream team look like? [16:06]
  • How to check out the qualifications of your professionals [19:33]
  • How does Jim stay on top of things and stay productive? [26:30]
  • How do you calculate the value of your time? [31:43]
  • Legacy planning and wills vs. trusts [37:26]
  • How to avoid your kids being ruined by money [43:43]
  • How to teach your kids investing and giving [49:15]

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Last Updated: October 29, 2024

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ABOUT THE AUTHOR

Asian Efficiency Team


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