Why Are You Really Investing? Six Perspectives on Risk, Wealth and Mindset
October 1, 2026
Most of us spend years learning how to earn money, but not enough time learning what to actually do with it. So where do you start when you want to become a better investor, but the world of investing feels complicated, intimidating, or simply too big to take on?
In this episode of Multiple Perspectives, host David Lofgren shares his conversations with six industry leaders: Vikram Raya, Dr. Jordan Frey, Dr. Bradley Block, Brian Feroldi, Barbara Friedberg, and Amanda Taylor, who share their unique perspectives on building an investor mindset before making your next move. From understanding what your wealth is really for, to confronting uncomfortable numbers, managing your instincts, and knowing when alternatives may or may not be right for you, the conversation comes back to a simple idea: you don’t have to know everything to start learning.
Most of us spend years learning how to earn money, but very little time learning what to actually do with it. So where do you start when you want to become a better investor, but the world of investing feels complicated, intimidating, or simply too big to take on?
In this episode of Multiple Perspectives, host David Lofgren shares his conversations with six industry leaders: Vikram Raya, Dr. Jordan Frey, Dr. Bradley Block, Brian Feroldi, Barbara Friedberg, and Amanda Taylor, who share their unique perspectives on building an investor mindset before making your next move. From understanding what your wealth is really for to confronting uncomfortable numbers, managing your instincts, and knowing when alternatives may or may not be right for you, the conversation comes back to a simple idea: you don’t have to know everything to start learning.
What you will learn:
- Understand what you’re actually building wealth for
- Don’t let the size of the subject overwhelm you
- You don’t have to get everything right; focus on the big financial decisions
- Your instincts can work against you as an investor: learn how to control your emotions
- Why alternative investing isn’t for everyone
- The more you learn about investing, the less intimidating it becomes
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