What Overseeing $11 Billion Taught Him About Investing

<p>What does overseeing $11 billion in retirement assets teach you about building and protecting wealth?</p><p>David T. Yu is a financial advisor and airline pilot who served on a five-member pension committee overseeing approximately $11 billion in retirement assets. Today, he helps high-income earners navigate wealth management, alternative investments, and tax planning.</p><p>David joins Ellis Hammond to explain why he believes investors need more than traditional stocks and bonds, how alternative investments like private credit and real estate can help diversify a portfolio, and what high earners often overlook when it comes to taxes.</p><p>Plus, he shares how his firm helped a client defer a $6 million tax bill for up to 21 years.</p><p>If you&#39;re earning great money and looking to build, diversify, and protect your wealth, this conversation is for you.</p><p><strong>Enjoyed this episode? Hit follow so you never miss a new episode. If you found it valuable, leave us a rating and send this episode to someone who should hear it.</strong></p><p>Have a question for the show or want more resources, including our tax calculator? Visit <a href="https://investlikeabillionaire.org/">⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>  to explore more and join our community.</p><p><strong>Want to invest alongside Ben, Bob &amp; Ellis?</strong> Learn more at <a href="https://aspenfunds.us/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/</a></p>