As entrepreneurs, it’s easy to stay laser-focused on growing the business — but what about growing you?
In this episode, we dive into how business owners can create personal financial freedom while still fueling their company’s success. From reinvestment decisions to tax strategies and wealth diversification, this conversation is packed with insights for anyone looking to build a business and a lasting legacy.
We explore:
✍ How to know when to reinvest vs. when to take chips off the table
✍ Why diversification matters — and how to do it without slowing your momentum
✍ Smart tax moves that can help you keep more of what you earn
✍ Using real estate as a stabilizing wealth builder
✍ The hidden risks of tying all your net worth to one business
✍ Succession and exit planning that sets up your family and team for success
✍ What “balance” actually looks like for high-performing entrepreneurs
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Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: [email protected]
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: [email protected]
Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: [email protected]
This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.