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>
Turn your unique talent into capital and achieve the life you were destined to live. Join our community!
We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger.
Linkedin
Facebook
Instagram
Apple Podcast
Spotify
