In this episode we sit down with Geoff Sokol, the Private Wealth Advisor for GT Investment Management. Geoff shares his invaluable insights into the most common personal financial mistakes that business owners make, offering real-life examples and practical solutions. Learn how to effectively separate personal and business finances, avoid lifestyle inflation, and ensure a well-diversified investment portfolio. Geoff also discusses the crucial role of wealth management advisors in navigating these financial challenges. Whether you're a seasoned entrepreneur or just starting, this episode provides essential advice to safeguard and grow your personal wealth.
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Contact:
geoff.sokol@gtria.com - GT Investment Management
tim.martinez@growthink.com - Growthink Strategic Consulting
https://gtria.com/
www.Growthink.com
