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How to Give Away Your Assets Without Losing Them. | Ali Katz
Dan Martell just posted about a $3.6 billion exit. Ali Katz read it and asked one question nobody else did: whose name was that investment actually in?
In this solo episode, Ali uses Dan Martell's Intercom exit as the entry point into a mistake most people make without realizing it, holding growing assets in their own name instead of protecting them as they grow. She gets personal about what that mistake cost her: a handshake deal with an employee that turned into a lawsuit, ten thousand dollars out of pocket immediately, and fifty thousand more in legal fees before it was over. From there…
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