PottleWealth was founded by Steven R. Pottle to help viewers increase their income and net worth through his YouTube channel, Pottle_Wealth.
30 Years of experience on Wall Street.
Employers included UBS, Deutsche Bank Securities, Commerzbank, and the Industrial Bank of Japan, Merrill Lynch and Sithe Energies.
A former Financial Advisor with Merrill Lynch/
Obtained Series 7 License in 1997 and 2012 (not currently registered).
Author of the book entitled: "Fueling the Fire, The Battle for America's Energy Future".
Bachelors degree from the University of Massachusetts (Finance).
MBA from Southern Methodist University.
Pottle's Background:
Pottle was born in the Boston area, loves dogs, grew up doing a lot of boating, has been married for 28 years and has a beautiful, intelligent and successful daughter.
Why did Pottle create this website and the Pottle_Wealth Youtube Channel?
To give back after receiving a life-saving liver transplant in October of 2021. Here are just some of his core beliefs:
Millions of Americans are struggling financially.
Inflation is slowing, yes, but prices are still rising. Millions getting hurt.
The unaffordability of houses is likely to continue for years.
Most Financial Advisors are just asset gatherers and very few have strong finance backgrounds.
Promoters of side hustle "opportunities" are mostly scammers preying on hard-working people who are struggling financially (see "Beautiful Scammers?" Video).
Annuities are not appealing investments and many alternatives are better.
Gen Z is facing unique challenges generally not faced by boomers.
Student loan forgiveness sounds great, but it is a complicated issue and it benefits some at the expense of others.
Very high-quality business plans are required if one is trying to raise millions of dollars from equity investors (See "Mike's Failed Plan" video).
India is likely to become the world's 3rd largest economy by 2030.
Short Selling is for sophisticated investors, but it can open the door to many new investment opportunities.
AI seems like a term that is way over-used, but it will change the world dramatically.
Building wealth is critically important, but having fun along the way is also important (from someone who was a death's door at 58).
The iShares INDY Exchange Traded Fund might be a good investment option for some of our viewers (Pottle is not recommending, doesn't know your financial situation).
Personal:
