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⭐️⭐️ If I Had $10 Million, This Is Exactly What I'd Do With It
What actually changes when you're suddenly dealing with $10 million?
In this video, Rob walks through how he would approach managing that level of wealth, from the decisions you make in the first year and avoiding lifestyle creep, to building the portfolio, reducing taxes and gaining access to alternative investments.
We also break down whether to invest the money all at once or gradually, what the asset allocation could look like, the biggest mistakes to avoid and why behaviour can matter just as much as investment selection.
Whether you've recently sold a business, received an inheritance, experienced a major liquidity event or simply want to understand how significant wealth should be managed, this is a practical look at what dealing with $10 million actually involves.
CHAPTERS:
01:11 - What Dealing With $10 Million Actually Looks Like
03:23 - "That First Year"
05:22 - Lifestyle Creep & The 90 Day Rule
06:33 - The Portfolio Structure
08:11 - When The Money Arrives At Once…
08:44 - Dollar Cost Averaging vs. Lump-sum
10:36 - What's The Asset Allocation?
12:44 - What NOT To Do With Your Money
13:36 - A New Level of Access With Alternatives
15:22 - Taxes (How To Pay LESS To The CRA)
17:44 - Behavioural Advice
18:50 - What You Should Do Next
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