Jason gets personal about money in this episode, sharing how a horrible accountant nearly sank Elevate Construction early on, and how finding the right financial advisor changed the trajectory of his business. He breaks down why having a great accountant, a fiduciary financial advisor, and a solid lawyer isn't optional if you want to build and protect wealth. Pulling from lessons learned through Tony Robbins' Wealth Mastery training, Jason lays out the mindset shifts and practical steps that separate people who stay stuck from people who actually build something lasting. This one's a wake-up call for anyone who's been avoiding their finances.
What you'll learn in this episode:
Why every business and individual needs a great accountant, a fiduciary financial advisor, and a lawyer to stay safe and grow
How your financial mindset sets an invisible ceiling on what you'll ever earn or keep
The real reasons most people never become wealthy, and how to break the pattern
Practical steps for allocating assets, saving consistently, and investing with a clear plan
Why getting the right coaching and training can change the entire trajectory of your finances
What's the one financial move you've been putting off that could change everything if you finally made it a must instead of a maybe?
If you like the Elevate Construction podcast, please subscribe for free, and you'll never miss an episode. And if you really like the Elevate Construction podcast, I'd appreciate you telling a friend (Maybe even two 😊).
Also, here are links to our YouTube Channels:
· Jason Schroeder YouTube Channel: https://www.youtube.com/channel/UC4xpRYvrW5Op5Ckxs4vDGDg
· LeanTakt YouTube Channel: https://www.youtube.com/c/leanTakt
· LeanSuper YouTube Channel: https://www.youtube.com/channel/UCzQDevqQP19L4LePuqma3Fg/featured
· LeanSurvey YouTube Channel: https://www.youtube.com/channel/UC-Ztn3okFhyB_3p5nmMKnsw
