What The Wealthy Do

There are people out here with fancy websites, impressive titles, and slick pitch decks who have no business managing anybody's money. This episode is your protection against all of them. This is Episode 12 of What the Wealthy Do and the finale of the Due Diligence Series. Over the past three episodes we broke down how to evaluate stocks and how to assess private equity and venture capital deals....

The stock market is just the beginning. The truly wealthy, the ones building generational, life-changing wealth are doing it through private equity and venture capital. And in this episode, Stephanie Dorsey is giving you the exact playbook. This is Episode 11 of What the Wealthy Do, and it's part three of our Due Diligence Series. In Episodes 9 and 10, we broke down how to evaluate public stoc...

Most people give up on analyzing stocks because they try to learn 20 metrics at once. The wealthy don't do that. They focus on the numbers that actually matter — and that's exactly what this episode is about. This is Part 2 of our Stock Due Diligence Series. In Part 1, we covered how to think qualitatively about a company — does the strategy make sense and can they win? Now, in Part 2, Ste...

Are you buying stocks based on your cousin's advice or a finance bro on TikTok? Let's fix that. In this episode of What the Wealthy Do, Stephanie Dorsey — CEO & Co-founder of Margins Capital — breaks down the exact due diligence framework she uses to evaluate stocks the same way she evaluates private equity and venture capital deals. Here's what you'll learn: ✅ The 2-part fram...

Welcome back to Season 2, Episode 8 of What the Wealthy Do. In this final episode of our Alternative Investment Series , Stephanie Dorsey, CEO and Co-Founder of Margins Capital , breaks down one of the most overlooked — yet powerful — wealth strategies used by the ultra-wealthy: Investing in fine art and luxury goods. We’re talking about assets like paintings, watches, handbags, wine, sneakers, an...

Welcome back to Season 2, Episode 7 of What the Wealthy Do. In this episode, Stephanie Dorsey, CEO and Co-Founder of Margins Capital , breaks down two asset classes that may sound boring — but quietly generate billions for wealthy investors: Infrastructure and Natural Resources. While the public is chasing the latest tech or AI stock, ultra-high-net-worth investors are buying the systems that keep...

Welcome back to Season 2, Episode 6 of What the Wealthy Do. In this episode, Stephanie Dorsey, CEO and Co-Founder of Margins Capital , breaks down one of the most mysterious and misunderstood investment vehicles in finance: Hedge funds. You’ve heard the term in the news, in movies, and in conversations about billionaires and institutional investors. But what actually is a hedge fund — and why do w...

Welcome back to Season 2, Episode 5 of What the Wealthy Do . In this episode, Stephanie Dorsey, CEO & Co-Founder of Margins Capital , breaks down one of the most proven wealth-building strategies in America: commercial real estate investing . This is part of our Alternative Investment Series — following private equity and venture capital — where we unpack how wealthy investors actually structu...

Welcome back to Season 2, Episode 4 of the What the Wealthy Do podcast! In this episode, Stephanie Dorsey sits down with Erin Harkless-Moore, investment leader at Pivotal Ventures, to explore how women-led investing, private markets, and the care economy are reshaping wealth and opportunity in the United States. We dive into:• How women-led funds are changing access to capital• Why diversity and i...

Welcome back to Season 2, Episode 3 of What the Wealthy Do. In this episode, Stephanie Dorsey sits down with Chidjoke Asamoah, co-founder of Fvlcrum Partners , a $300 million private equity fund focused on investing in diverse-led companies across the United States. We break down: • What private equity actually looks like behind the scenes • How institutional capital flows into minority-owned busi...

Welcome back to Part 2 of Season 2, Episode 1 of What the Wealthy Do . In this continuation of Inside the Rooms We’re Rarely In , Stephanie Dorsey and Yashnika go deeper into one of the most important questions in investing: Are alternative investments actually right for you? This episode breaks down: What “suitability” really means in private equity and alternative investments Accredited investor...

Welcome to Season 2, Episode 1 of What the Wealthy Do. In this Black History Month special of What the Wealthy Do , host Stephanie Dorsey sits down with Yashnica Mothersil, a Gen Z Associate at Apollo Global Management, to unpack her unexpected journey from criminal law aspirations to private equity and alternative investments. Yashnica shares what it’s really like entering elite financial spaces...

Most people mentally check out at the end of the year. The wealthy do the exact opposite. In this episode of What the Wealthy Do , we break down how wealthy individuals strategically close the year—because how you finish the year directly impacts how well you start the next one. This isn’t about hustle. It’s about reflection, tax strategy, portfolio alignment, and preparation. How the wealthy revi...

🔥 How do the wealthy REALLY think about crypto? In this episode, we break down exactly how wealthy investors use cryptocurrency; not as a gamble, but as a strategy. You’ll learn how they approach Bitcoin, Ethereum, blockchain startups, ETFs, tax advantages, and the smart way they limit risk while positioning for massive upside. Inside this episode: 🔥 Why wealthy investors treat crypto like ventu...

In this episode of What the Wealthy Do , we break down Crypto — what cryptocurrency really is, where Bitcoin came from, how blockchain works, and why the wealthy treat crypto as a long-term play instead of a gamble. You’ll learn: • The real history behind Bitcoin and the 2008 financial crisis • How the blockchain works (in simple, visual language) • Why Bitcoin is capped at 21 million • What makes...

In this episode of What the Wealthy Do , we break down one of the most important money shifts you’ll ever make — the difference between being a consumer and being an investor . With Black Friday and holiday sales flooding our feeds, this is the exact moment when most people overspend, underinvest, and derail their long-term wealth goals. Stephanie Dorsey, CEO & Co-Founder of Margins Capital ,...

Venture capital is the “high-risk, high-reward” investment strategy the wealthy use to get in early on companies before they become billion-dollar unicorns like Airbnb, Uber, SpaceX, or Canva. 🚀 In Episode 21 of What the Wealthy Do , host Stephanie Dorsey breaks down how venture capital really works, how investors make money, the stages of startup funding, and why this asset class is one of the m...

Ever wonder how the wealthy build massive fortunes beyond stocks and real estate? 💸 In this episode of What the Wealthy Do, host Stephanie Dorsey breaks down private equity — the “mac daddy” of alternative investments — and why it’s one of the most powerful tools for creating generational wealth. Learn how private equity works, who can invest, and why it’s been outperforming the stock market for...

Ever wondered how the wealthy invest beyond stocks and bonds?  🤔 In this episode of What The Wealthy Do , we’re breaking down four major investment vehicles that ultra-wealthy individuals use to grow their money — funds, SPVs (syndications), angel investing, and direct investing. 💡 You’ll learn what each model means, how they work, and the pros and cons of using them to access private markets. W...

Did you know that nearly 4 out of 5 ultra-high-net-worth individuals put almost half their wealth into alternative investments? This is the wealth gap’s secret. Most of us focus on stocks and bonds, but the major wealth generators are playing in the private capital markets — assets that many don’t even know exist. In this episode, we pull back the curtain on the private capital markets: what they...

Ever wondered why the wealthy don’t just invest in stocks and bonds? In this episode of What the Wealthy Do , host Stephanie Dorsey breaks down the difference between public and private capital markets , revealing how ultra-high-net-worth individuals are building wealth through alternative investments like real estate, venture capital, and private equity. 💡 The wealthy invest differently — and it...

Welcome to What The Wealthy Do Podcast! In this episode, Stephanie Dorsey breaks down two powerful but often overlooked wealth-building tools: Self-Directed IRAs and ROBS (Rollover Business Startup 401k) . You’ll discover how these strategies allow investors and entrepreneurs to: Take control of retirement funds beyond traditional stocks and bonds Invest in real estate, private equity, or even the...

Welcome to What the Wealthy Do! In this episode, Stephanie Dorsey breaks down the ins and outs of IRAs — both Traditional and Roth — and shows how the wealthy use both as tools to grow wealth while managing taxes . You’ll learn: The difference between Traditional IRA (pre-tax contributions) and Roth IRA (tax-free growth) Contribution limits and income thresholds you must know The smart strategy of...

Think saving alone will make you wealthy? Think again. In this episode of What the Wealthy Do , Stephanie Dorsey breaks down why savings are only short-term protection, how inflation eats away at your dollars, and why investing with compound interest is the REAL wealth-building strategy. Learn how the wealthy put their money to work and how you can do the same.👉 Listen to the full episode for mor...

Discover the hidden corporate benefits that can save you thousands in taxes! In this episode of What the Wealthy Do , Stephanie Dorsey breaks down how to use Health Savings Account (HSA), Flexible Spending Account (FSA), and Dependent Care Spending Account (DCSA) to reduce taxable income and build long-term wealth. ✅ Learn why HSAs are the #1 triple tax-advantaged account in the U.S. ✅ See how F...