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In today’s episode, host Joe Pantozzi shares expert insights on how only about one in ten businesses make it to the third generation and what you can do to change that. 

Discover the pitfalls of relying on commercial banks and explore the revolutionary idea of "becoming your own banker" using dividend-paying whole life insurance. With nearly two decades of experience and mentorship from Nelson Nash, Joe reveals how to align your business and personal finances and why shifting your financial mindset is vital for long-term success. 

Tune in to learn actionable strategies for building a robust capital base and gaining financial freedom.

Show Highlights

Reach out to me:

joe@alphaomegawealth.com

https://www.linkedin.com/in/joe-pantozzi-941a073/

AlphaOmegaWealth.com