MB520: The Wealth Leaks Costing You Thousands Every Year (And Why Your Advisors Miss Them) - With Andrew Majd - Financial Freedom with Real Estate Investing

Artwork for podcast Financial Freedom with Real Estate Investing

MB520: The Wealth Leaks Costing You Thousands Every Year (And Why Your Advisors Miss Them) - With Andrew Majd

Episode 520 • 20th April 2026 • Financial Freedom with Real Estate Investing • Michael Blank

00:00:00 00:38:25

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In this episode, Michael Blank sits down with Andrew Majd of Dew Wealth Management to break down what true wealth management actually looks like beyond just investing. From tax strategy and alternative investments to insurance, estate planning, and building the right professional team, Andrew outlines a comprehensive “Protect, Grow, Manage” framework that high-net-worth individuals can use as a checklist for building—and keeping—wealth. This episode is a must-listen for anyone looking to close the gaps in their financial strategy and take a more proactive, holistic approach to wealth.

Key Takeaways

Wealth management goes beyond investing — it includes protection, tax strategy, estate planning, and team coordination.
Insurance and asset protection are often overlooked, yet they’re the fastest way to lose wealth if done incorrectly.
A proper estate plan (especially a revocable trust) is critical to avoid probate and protect your legacy.
High-net-worth investors should diversify beyond stocks and bonds into alternative assets like real estate, private credit, and more.
Proactive tax planning can save significant money, but most CPAs are reactive unless pushed or supported by a strategist.
Your financial professionals must work together — lack of coordination creates costly gaps and inefficiencies.