I recently sat down with international wealth manager Bogumil Baranowski to discuss Old Money concepts and how they relate to the preservation of wealth…and living a richer life.
Bogumil is a unique position when it comes to Old Money: he advises families who have had money for hundreds of years, as well as individuals who are more recently minted. It follows that his conversations with them extend far beyond the usual ‘how do you want to plan for your retirement?’ to the ‘how do we plan your estate for the next 100 years?’
Our conversation bounced from quality of life to the creation of wealth to the preservation of wealth, with most of the topics circling back to a single concept: values. How effectively and consistently do we express our values in our financial decisions and our daily lives?
Bogumil and I agreed that we could have talked for hours, so my emotions are mixed: I’m tremendously honored and excited about the interview with him, but I regret that we only had a limited amount of time.
I hope there will be a next time. Until then, please enjoy this PODCAST INTERVIEW with Bogumil.
Oh…one last thing…thank you, Bogumil.,,!