Making money is only half the equation. How much of it are you actually keeping? Financial advisor Alexey Sokolov shares lessons from 17 years in capital markets and explains how tax planning, liquidity, diversification, and risk management can help investors protect what they've built. He also breaks down emergency reserves, portfolio allocation, life insurance, and the "bond drag" that can quietly affect long-term returns. Tune in to learn how thoughtful financial planning can help you keep more of your wealth and prepare for whatever the market brings.
Key Takeaways To Listen For
Why a lack of liquidity can force investors to sell at the worst possible time
How much money investors should consider keeping accessible for emergencies
The hidden concentration risk inside seemingly diversified market indexes
What to consider when determining how much life insurance you may need
"Bond drag" and how it can quietly affect long-term portfolio growth
Alexey Sokolov is a Financial Advisor with Northwestern Mutual in Los Angeles, helping founders, investors, and high-earning professionals preserve and grow wealth through tax-efficient financial planning, liquidity strategies, and concentrated position management. With 17 years of experience in capital markets and wealth management, Alexey brings an operator's perspective to financial planning, having co-founded and led Grid Capital, a regulated investment platform serving high-net-worth and institutional clients, through a seven-figure exit in 2025. Over his career, he has helped build more than $100 million in assets under management and served clients representing over $5 billion in assets. His approach focuses on helping clients keep more of what they build by coordinating investment, tax, liquidity, and long-term wealth strategies while managing the risks that often accompany major exits and concentrated wealth.
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