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Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm\\u2019s fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002. He has since been named one of the \\u201cTop-20 ETF Thought Leaders in the U.S.\\u201d by Barron\\u2019s and The Wall Street Journal. Gil\\u2019s fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal.

Gil is perennially named a top 50 advisor in Texas by Barron\\u2019s, out of the state\\u2019s 26,002 registrants. Gil is also the best-selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. The book takes readers through the dark tunnels of the brokerage fee ecosystem and takes a deep dive on investors\\u2019 self-harm tendencies driven by ego satisfaction.

In this episode, Gil Baumgarten shares:

• What\\u2019s happening to the financial system and what can we do to take control of our financial future
• How a fiduciary system can benefit you
• Insights on confirmational biases what we should be doing to guide ourselves through the current economic situation
• The importance of having a financial guide
• The best stocks to invest in
• The advantages of investing in ETFs Investment recommendations for investors with portfolio values of over 5 million dollars
• Investment recommendations for investors with portfolio values of under 5 million dollars
• Managing liquidity to create wealth and take control of our finances\\xa0
• The best route to sustainable wealth
• How the quality of the questions we ask ourselves impact the quality of the life that we lead
• How to create the mental ecosystem to produce the best financial results
• How to have a better result by avoiding taxes and fees idea or concept of beginning with the end in mind
• And much more...\\xa0

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Resources mentioned in today\\u2019s show:

Segment Wealth website: https://segmentwm.com/

FOOLISH: https://gilbaumgarten.com/book/

Gil\\u2019s Musings: https://segmentwm.com/blog/

The Intelligent Investor - Benjamin Graham Money Master\\xa0The Game: Tony Robbins

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