Tips to Grow Your Money and Optimize Your Portfolio for Tax Purposes
Richard Brooks, Founder of RNB Wealth Management Group, an independent investment advisory firm that helps his clients win with Counter-Investing joins Enterprise Radio to share tips to grow your money and optimize your portfolio for tax purposes.
Listen to host Eric Dye & guest Richard Brooks discuss the following:
- How can counter investing help people make more money?
- How can people do more with the money they have?
- Should investors put their money in stocks or funds?
- What are the top characteristics investors should look for when picking a financial advisor?
- How can you optimize your portfolio to win for you and your family?
A Philadelphia native, Richard Brooks has led an extraordinary life. Faced with life-threatening injuries that would have sidetracked most people, his indomitable spirit translated into a successful business model as he pushed forward. A Bachelor of Arts graduate from Penn State University with dual studies in business and Spanish, Brooks worked in the financial services industry where he was the lead manager of $325 million in assets. He founded RNB WEALTH MANAGEMENT GROUP, an independent investment advisory firm that utilizes his unique Winning with Counter-Investing® strategic platform.
Brooks is the best-selling author of Counter Investing a Winning Approach to Life and Finance, a book about his personal challenges that support his professional and business philosophies. The book is also available in Spanish as a hardback. Brooks lives in Miami with his wife Ali, son and daughter, and family dog, Luckie.
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