Join Andrew McNair as he shares over a decade of wisdom in real estate and wealth management. Discover how he shifted from active to passive investing to build a diversified portfolio and the profound impact of his commitment to philanthropy, including his charitable books and initiatives. Tune in for a deep dive into the lessons he's learned from financial setbacks and the significant role charitable giving plays in wealth management.
Key Takeaways To Listen For
- Critical importance of diversification in investments
- The creation of Andrew’s charitable LLC
- Major advantages of diversified asset classes
- Modern challenges of philanthropy
- An investment strategy for retirees to have passive income
Resources/Links Mentioned In This Episode
- Don’t Be Penny Wise & Dollar Foolish by Andrew S McNair | Paperback
- Tithe: A Living Testimony by Andrew S. McNair | Paperback and Mass Market Paperback
- The Giving Crisis by Andrew McNair | Kindle and Hardcover
About Andrew McNair
Andrew McNair is the President and Founder of SWAN Capital, which stands for "Sleep Well At Night," reflecting its mission to ease retirement worries through integrated financial planning. He started his career with a financial internship at age 14 and later studied finance at the University of West Florida. McNair, a licensed investment adviser and insurance professional in Florida and Alabama, also teaches at Pensacola State College and hosts the "What Your Money Would Say" radio show and the "Rich Young & Powerful" podcast. He is an author and frequent media contributor, focusing on retirement income, wealth preservation, and estate planning.
Connect with Andrew McNair
- Website: SWAN Capital | Everyday Philanthropy
- Podcast: Rich Young & Powerful | Apple Podcasts:
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