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096: Manny Weintraub on Financial Wellness

Feb 03

Manny Weintraub began his career on Wall Street in 1990 at Shelby Cullom Davis & Co. where he worked directly for investing legend Shelby Cullom Davis, a member of the Forbes 400. After Mr. Davis’ death in 1993, Manny became the Senior Security Analyst to Mutual Fund Manager Shelby M. C. Davis, who was later named Morningstar Manager of the Decade for the 1990’s.

In 1998, Manny joined Neuberger Berman, where he joined the Money Management Group managing Roy Neuberger’s personal wealth. In 2000, he was promoted to Managing Director and became co-leader of the group.

After establishing the leading track record at Neuberger Berman during the 1998 to 2003 period, he established Integre Asset Management to continue investing for his clients in high-quality growing companies without the distractions caused by Neuberger’s new corporate parent, Lehman Brothers.

In this episode, Manny Weintraub talks about:

  • Debt & investing
  • Relationship with money
  • Talking about money
  • Making choices around money
  • The wealthiest client
  • Mindful debt
  • Misconceptions around money
  • The penny that doubles each day
  • Working with Financial Advisors
  • Getting a second opinion
  • Feeling good about money
  • Investing based on values
  • The future vs. now
  • The Time Horizon
  • Industry of money fear
  • Permission to feel like an investor
  • 401K structure
  • Asset allocation
  • When to start investing
  • Meditation – practice, not perfection
  • The only constant is change
  • Deal with the present
  • Creating a meditation practice
  • Meditation for overcoming financial stress
  • Where to start in a money practice

Featured Guest

Manny Weintraub

Links

Integream
Spears Abacus

About the Author

Kate Jaramillo: Creator of Ketogenic Living 101, 102, Straight-Up Wellness & Keto Living Coach Certification. Wellness Advocate & Badass.