{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/63d3ad1a963ae60011f9ff7f/6979eec7010b94331f8f713c?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Stop Buying Stocks on Fidelity (Do This Instead)","description":"<p>Is AI about to replace your stock broker? Christine Healey, a pre-IPO investment expert, explains why Claude AI missed a critical detail in a deal that could have cost her client millions—and why human brokers are still essential in the private market. In this interview, Christine and Sean discuss the \"wild west\" of pre-IPO investing, how to avoid scams when buying shares of companies like SpaceX and Stripe, and the secret tax strategies (like the Peter Thiel Roth IRA hack) that can save you millions. They also debate whether employees selling shares before an IPO is a red flag or just smart financial planning. Check out the company: https://healeypreipo.com</p><p><br></p><p>👀 CONNECT WITH SEAN</p><p>Subscribe: https://www.youtube.com/@seanweisbrot</p><p>LinkedIn: https://linkedin.com/in/seanweisbrot</p><p>Inquiries: welivetobuild@gmail.com</p><p><br></p><p>🕒 CHAPTERS</p><p>00:00 - Why AI Can't Replace Investment Brokers (Yet) </p><p>01:30 - The Human Touch in Private Equity Deals </p><p>02:20 - Direct Shares vs. SPVs: Which is Better? </p><p>04:40 - Pre-IPO Scams: How to Not Get Ripped Off </p><p>08:15 - Why Employees Sell Shares Before an IPO </p><p>10:45 - How to Invest in SpaceX &amp; OpenAI </p><p>13:20 - What Does \"Pre-IPO\" Actually Mean? </p><p>16:00 - Early Stage vs. Late Stage Venture Risk </p><p>18:00 - Taking Fees as Equity (The \"Carry\" Strategy) </p><p>19:25 - The Taboo of Secondary Sales </p><p>21:00 - The \"WeWork\" Lesson: Why Cash Flow Matters </p><p>24:00 - The Peter Thiel Tax Hack (Roth IRA Investing) </p><p>26:50 - The #1 Lesson: Details Make the Deal</p><p><br></p><p>📈 WORK WITH ME</p><p>▶ Startup Fundraising: https://welivetobuild.com/fundraising</p><p>▶ Sponsor the Channel: https://www.welivetobuild.com/collaborate</p><p>▶ My AI/Automation Agency: https://optimai.ai</p><p><br></p><p>🎧 LISTEN TO THE AUDIO VERSION</p><p>Spotify: https://open.spotify.com/show/68lykxIMOyofZNiWSF4vFx</p><p>iTunes: https://podcasts.apple.com/us/podcast/we-live-to-build/id1531994765</p>","author_name":"Sean Weisbrot"}