In this episode of Capital Hacking, hosts Josh McCallen and John Edwin welcome Dane Czaplicki, the founder of Members Wealth. Dane shares his unconventional path from vet school at the University of Pennsylvania to a successful career in wealth management. He explains his initial interest in finance, which was sparked by interactions with financial professionals during his time working in a restaurant. Dane discusses the comprehensive advisory services he offers, combining tax, estate, and investment planning for high-net-worth families. He emphasizes the importance of continual learning, recommending introductory finance books like 'Rich Dad Poor Dad'. The conversation also touches on current investment strategies, the impact of political events on the markets, and Dane's cautious perspective on Bitcoin.

Ultimate Show Notes:

00:43 Meet Dane Czaplicki: From Vet School to Wealth Management

02:15 Dane's Journey into Finance

04:37 Building a Career in Wealth Management

08:00 Investment Strategies and Recommendations

22:09 Understanding Family Offices

25:33 Economic Forecast and Bitcoin Discussion

31:20 Conclusion and Contact Information

Connect with Dane:

Website: https://www.memberswealthllc.com/dane-czaplicki

Facebook: https://www.facebook.com/daneczaplicki/

LinkedIn: https://www.linkedin.com/in/danecfa/

Email: Dane Czaplicki <dane@memberswealthllc.com>

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E374: How Do Money Managers Decide on What Investment to Make with Dane Czaplicki

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