Notas del episodio
The Wealth Builder’s Playbook: When to Break Your Own Rules
Most of the time, wealth is built on bedrock—principles like leverage, velocity, cash flow, tax optimization, and staying inside proven guardrails. But sometimes the situation is the boss. In this episode, Christian and Rod flip the script: when does it actually make sense to step outside your own rules—on purpose?
We unpack six (okay… seven) exception patterns that show up for sophisticated investors: asymmetric risk, convexity (those momentum-building trigger stacks), forced advantage (rare, time-sensitive windows), strategic leverage (including partnerships), non-correlation opportunities, and irreversible advantage. Each one is a door you only walk through with intention.
We also lay out the risks of “rule-breaking creep”—o ...