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Money Secrets of the Uber Rich

What are the money secrets of the uber-rich

Find out the money secrets of the uber-rich on this episode. Then download your FREE Queer Money Kickstarter, a 9-step Guide to Kickstart Your Journey to Financial Independence.

How 3 money secrets of the uber-rich can help you

Curious how the uber-rich protect their wealth? If you knew the secrets of ultra-high-net-worth individuals (UHNWIs), could you leverage their approach to money management to grow your own wealth? Tim Volk, CFP, is the founder and principal of T. Volk & Company Consulting, a boutique financial advisory firm that serves ultra-high-net-worth families. He also hosts The Rainbow Bull Podcast.

On this episode of Queer Money®, Tim joins us to share the secrets of the uber-rich, describing what UHNWIs do to transfer and mitigate risk. Tim explains how the uber-rich think about money in the long term and challenges the LGBTQ+ community to adopt a future-self approach to spending.

Listen in for insight on raising kids who don’t feel entitled and learn what you can do to join the ranks of the emerging affluent or uber-rich.

Listen to get insight on money secrets of the uber-rich

Topics covered on money secrets of the uber-rich

  • How wealth managers define ultra-high-net-worth individuals
  • What we can learn about the complexities of wealth from Crazy Rich Asians
  • The differences between families of UHNWI and the LGBTQ+ community
  • Why the queer community isn’t saving enough for retirement
  • How Tim helps the emerging affluent manage capital through a family office
  • How ultra-high-net-worth families transfer and mitigate risk 
  • Why Tim suggests choosing a life insurance policy with long-term care benefits
  • How celebrities and the uber-rich aren’t immune to lifestyle creep
  • What we can do to avoid raising entitled kids at any socio-economic status
  • Tim’s future self-approach to thinking about money in the long term
  • The lasting impact of a financially empowered gay community
  • Tim’s advice on what you and I can do to become ultra-high-net-worth 
  • Tim’s challenge to focus on spending to bring joy to yourself and others
  • How to deal with the dating dynamics of financial inequality 
  • Why it’s crucial for the LGBTQ+ community to stick together

Connect with Tim Volk

Resources on money secrets of the uber-rich

Connect with David and John

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We’re David and John Auten-Schneider, the Debt Free Guys (, and the Queer Money® podcast hosts. We help queer people (and allies) live fabulously, not fabulously broke, by helping them 1) pay off credit card debt, 2) become part- or full-time entrepreneurs and 3) save and invest for retirement.

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