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Summary
In this episode of Alt Investing Made Easy, Roland and Sarah speak with Carlos Cardenas from Austin Wealth Management, who discusses the critical role of strategic planning in wealth management, including in times of turbulence. He shares his journey from being an art dealer to becoming a wealth advisor, emphasizing the importance of understanding his clients' values and goals. The conversation covers various aspects of financial planning, including fee structures, tailored strategies for diverse client needs, and the significance of peace of mind in financial decisions. Carlos also highlights the importance of due diligence and understanding risk in investment decisions, particularly in real estate. The episode concludes with Carlos sharing his personal investment philosophy and the value of having a coach in the wealth-building journey.
You may reach Carlos at:
Austin Wealth Management: https://austinwealthmgmt.com
‘The Psychology of Money’ by Morgan Housel
https://bookshop.org/p/books/the-psychology-of-money-timeless-lessons-on-wealth-greed-and-happiness/
Sponsored by:
Real Advisers, Austin, Texas
Real Advisers, Austin, Texas
Special thanks to:
For more information: AltInvestingMadeEasy.com
Please contact us: info@AltIvestingMadeEasy.com
Roland Wiederanders: Roland@grablemartin.com
Sarah Florer: sflorer@grablemartin.com
Takeaways
- Strategic planning is essential for effective wealth management.
- Understanding clients' values and goals is crucial.
- Fee structures can vary; planning fees are important.
- Tailored strategies are necessary for diverse client needs.
- Peace of mind is a key component of financial planning.
- Investors must understand the risks involved in investments.
- Due diligence is critical when evaluating investment opportunities.
- Building trust with investment sponsors is vital.
- Long-term wealth building requires a slow and steady approach.
- Having a coach can significantly improve investment outcomes.
Chapters
00:00 Introduction to Strategic Wealth Planning
02:59 Carlos Cardenas: A Journey Through Wealth Management
06:00 The Role of Fiduciary Duty in Wealth Management
09:10 Understanding Fee Structures in Wealth Advisory
11:47 Case Studies: Tailored Wealth Strategies
14:56 The Importance of Peace of Mind in Wealth Management
17:59 Real Estate Investment Strategies and Risks
21:42 The Emotional Side of Investing
24:52 Evaluating Investment Sponsors
27:34 The Importance of Team in Investments
29:04 Understanding Client Profiles
30:36 The Slow and Steady Approach to Wealth
32:35 The Role of Coaches in Financial Success
33:09 Personal Investment Preferences
35:59 Balancing Alternative and Traditional Investments
Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”
© 2025 AltInvestingMade Easy.com LLC All rights reserved
Creators and Guests
Host
Roland Wiederaenders
Co-founder of the Alt Investing Made Easy podcast, investment advisor, and corporate securities attorney with expertise in private investment funds, corporate/securities issues, mergers and acquisitions, partnership structuring, and federal income tax matters. Roland is also a member of Grable Martin PLLC.
Host
What is Alt Investing Made Easy?
Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money work harder. Dive in with us, and let's make investing in alternative assets easy, giving you the confidence to navigate the financial landscape, one episode at a time.