So, we got some new data on how the wealthy are managing and maybe even spending some of their money. The one guy who knows more about money and how they spend it is here at the table. He's going to spend it for us, Robert Frank.He's got the details. >> Good to see you, Andrew. Welcome to back.Uh, only a third of millionaires in fact surveyed use a wealth adviser. And among those who do, many are planning a change. A survey by long angle, that's the network of high netw worth founders and executives, found ...

Product Overview - Silvia aims to democratize access to financial intelligence and insights, typically available to wealthy individuals with dedicated financial teams [1] - Silvia is a free personal finance tool designed to provide complex calculations, portfolio impact predictions, financial simulations, and tax return analysis [1][2] Key Features - Performs complex financial calculations rapidly [2] - Predicts the impact of current events on a user's portfolio in seconds [2] - Simulates a user's financial life over the next decade [2] - Analyzes tax returns in minutes [2] Target Audience - Aims to serve the average person who cannot afford a personal financial team [1]

Wealthy people have entire teams working for them to better understand their finances and help identify potential areas of improvement.The average person can't afford to hire the same team.So we built @cfosilvia to democratize access to the same intelligence and insights.The best part? Silvia is completely free to use.Anyone can sign up, connect their accounts, and Silvia will immediately get to work on your behalf.She can do complex calculations, predict how current events will affect your portfolio in sec ...

Core Insights - The author transitioned from a traditional financial career to focus on personal finance education through online platforms [1] Group 1: Background and Experience - The author has a background in finance-marketing, holds a CFP title, and an MBA in financial services [1] - The author began a career in the financial industry in 2003, gaining experience in private banking for five years [1] - The author has received several promotions and diplomas throughout their career [1] Group 2: Career Transition - In 2016, the author decided to leave the financial industry to travel across North America and Central America with family [1] - The travel experience lasted three months in Costa Rica and was described as an eye-opening adventure [1] - In 2017, the author quit their job to pursue a dream of helping others with personal finance through investing websites [1]

Core Insights - Jade Warshaw's new book "What No One Tells You About Money" emphasizes that personal finance challenges are more about emotional and psychological barriers than numerical issues [2][4] - The book is set to be released on January 6, 2026, and is available for presale at a retail price of $24.99 [1] Author Background - Jade Warshaw has a significant personal finance background, having paid off over $460,000 in debt, and has been a personal finance coach since 2023 [3][5] - She has a diverse professional history in entertainment and has appeared on various major media platforms, enhancing her credibility in the personal finance space [5] Book Content - The book aims to help readers identify emotional factors such as fear, guilt, and frustration that hinder financial success [3][7] - It provides tools and strategies to build financial confidence based on truth rather than negative emotions [7] - The book encourages breaking the cycle of inconsistent financial planning to achieve lasting progress [7]

Product Overview - @cfosilvia aims to democratize access to financial intelligence and insights, typically available to wealthy individuals with dedicated financial teams [1] - @cfosilvia is presented as a free personal finance tool capable of complex calculations, portfolio impact prediction, financial simulation, and tax return analysis [2] Key Features - The tool can predict how current events will affect a user's portfolio in seconds [2] - It can simulate a user's financial life over the next decade [2] - It can analyze tax returns in minutes [2] Target Audience - The tool is designed for the average person who cannot afford to hire a financial team [1]

RT Anthony Pompliano 🌪 (@APompliano)Wealthy people have entire teams working for them to better understand their finances and help identify potential areas of improvement.The average person can't afford to hire the same team.So we built @cfosilvia to democratize access to the same intelligence and insights.The best part? Silvia is completely free to use.Anyone can sign up, connect their accounts, and Silvia will immediately get to work on your behalf.She can do complex calculations, predict how current even ...

RT Anthony Pompliano 🌪 (@APompliano)Wealthy people have entire teams working for them to better understand their finances and help identify potential areas of improvement.The average person can't afford to hire the same team.So we built @cfosilvia to democratize access to the same intelligence and insights.The best part? Silvia is completely free to use.Anyone can sign up, connect their accounts, and Silvia will immediately get to work on your behalf.She can do complex calculations, predict how current even ...

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Product Overview - CfoSilvia aims to democratize access to financial intelligence and insights typically available to wealthy individuals [1] - Silvia is a free personal finance tool designed to provide complex calculations, portfolio impact predictions, financial simulations, and tax return analysis [1][2] Key Features - Performs complex financial calculations [2] - Predicts the impact of current events on portfolios [2] - Simulates financial life over the next decade [2] - Analyzes tax returns [2] Target Audience - Aims to serve the average person who cannot afford a financial advisory team [1]