On this week’s episode of The Art of Passive Income, Mark and Scott welcome podcast host and wealth advisor Jonathan Krueger from LionsGateAdvisors.com to the show.
Jonathan Krueger is the co-founder of LionsGate Advisors and the host of Living a Richer Life by Design. Since the year 2000, he has invested in the personal finance industry and has held several executive management positions throughout his career. Jonathan takes pride in guiding his clients to make informed decisions, avoid costly mistakes, lower their taxes, increase estate size, and find money falling through the cracks. Jonathan attributes his success to the high priority he places on being a good steward of the assets entrusted to his care.
As a business owner, Jonathan understands the importance of combining the concept, effort, and process of succession planning for business owners into a clear, simple strategy. He collaborates to build a business that is highly valuable and transferable through strong human, structural, customer, and social capital.
Listen in as they discuss:
- Wealth management
- How to live a richer lifestyle design
- Knowledge transfer components
- How to navigate and help people with difficult conversations
- Human capital versus intellectual capital
- Worst advice heard or seen given in wealth management