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If You Had $15 Billion to Invest, How Do You Do it? With Special Guest Phon Vilayoune

Carolina Retirement Planners
287 subscribers
67 views 3 years ago WILMINGTON
Congratulation to last week’s wine winner, Rich M., from Wilmington, NC! Phon Vilayoune, Founder and CEO of Veta Investment Partners joins David and Sam in this week’s Happy Half-Hour. They will have an insider’s look at the strategies and tricks some institutions use to invest. If you had $15,000,000,000.00 to invest, how do you do it? What is your approach? How much risk do you take? What are the advantages and disadvantages with their strategies? Pour yourself a beverage and get ready for a billionaires look at investing! 🙋‍♀‍ We LOVE “likes” on our videos, comments and questions! ☎️ If you have a question regarding your own situation, you can schedule a FREE 15-minute phone call with David or Sam where they can answer your questions one-on-one. Click this link to book a time that works best for you: https://calendly.com/carolinarp/15min or call us at 910.815.3100 and we will schedule a time for you. 🥂🍷🍾 Enter our weekly raffle to win T …...more
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If You Had $15 Billion to Invest, How Do You Do it? With Special Guest Phon Vilayoune
3Likes
67Views
2021Dec 2
Congratulation to last week’s wine winner, Rich M., from Wilmington, NC! Phon Vilayoune, Founder and CEO of Veta Investment Partners joins David and Sam in this week’s Happy Half-Hour. They will have an insider’s look at the strategies and tricks some institutions use to invest. If you had $15,000,000,000.00 to invest, how do you do it? What is your approach? How much risk do you take? What are the advantages and disadvantages with their strategies? Pour yourself a beverage and get ready for a billionaires look at investing! 🙋‍♀‍ We LOVE “likes” on our videos, comments and questions! ☎️ If you have a question regarding your own situation, you can schedule a FREE 15-minute phone call with David or Sam where they can answer your questions one-on-one. Click this link to book a time that works best for you: https://calendly.com/carolinarp/15min or call us at 910.815.3100 and we will schedule a time for you. 🥂🍷🍾 Enter our weekly raffle to win TWO bottles of wine! We giveaway TWO bottles of wine every week, delivered to your doorstep, by Fermental Beer and Wine in Wilmington, NC! 🎟 All you have to do is send us an email with a topic idea, question, retirement concern, or simply just drop us a little hello and you will be entered into our weekly wine giveaway. 📧 Send emails to info@carolinarp.com. 🌎 Be sure to invite your friends and family to our weekly events…even if they don’t live here, because YouTube is WORLDWIDE and sharing is caring!!! Plus, they can enter to win some wine too! Carolina Retirement Planners is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Carolina Retirement Planners are not affiliated companies. 1127196 - 11/21. Veta Investment Partners, LLC currently provides advisory services to its related party, AE Wealth Management, LLC. Opinions and remarks made by Phonvilouth Vilayoune his opinions are his own and don’t necessarily reflect the views of Carolina Retirement Planners or AEWM. Carolina Retirement Planners and Veta Investment Partners, LLC are not affiliated companies. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Carolina Retirement Planners is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Carolina Retirement Planners.

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Carolina Retirement Planners

287 subscribers