{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"235. Inside a $2M Portfolio How It Should Actually Be Structured","description":"Welcome back to another episode of the 360 Money Matters Podcast! In this episode, Billy and Andrew open up a real client case \u2014 a $2 million investment portfolio \u2014 and walk through exactly how it should be built, structured, and managed.&amp;nbsp; Most people with serious wealth ask the wrong first question. It's not &quot;what should I invest in?&quot; \u2014 it's &quot;what am I actually trying to achieve?&quot; Getting that wrong means every decision that follows is built on sand. This episode is for anyone who has accumulated significant wealth and wants to make sure it's working as hard \u2014 and as smart \u2014 as it should be. - This podcast contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. This information is provided by Billy Amiridis &amp;amp;&amp;nbsp; Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorized representatives and credit representatives of Akumin Financial Planning \u2013 AFSL 232706   Episode Highlights   Why starting with your investment goal \u2014 not your investment choice \u2014 changes everything   What a core satellite strategy actually looks like in practice, and why it suits a larger portfolio   The real difference between holding assets in super vs. your personal name and why the tax gap is massive   How to design income from a portfolio without triggering unnecessary capital gains   Why debt recycling can be a smart tool, not just added risk   The &quot;silent killer&quot; \u2014 how tax drag quietly erodes returns over time   Why a great strategy still needs to adapt when life circumstances change   &amp;nbsp; Connect with Billy and Andrew! 360 Financial Strategists&amp;nbsp; &amp;nbsp; Check out our latest episode here:&amp;nbsp;  Apple Podcast Spotify &amp;nbsp; ","author_name":"360 Money Matters","author_url":"http:\/\/360moneymatters.libsyn.com\/website","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/41413000\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/2a4c9d\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/41413000"}