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
Whether you're in growth mode, thinking about an exit, or simply trying to align your business and life goals, this episode will help you think differently about where your money — and your time — should really go.
Your personal balance sheet deserves as much attention as your P&L.
Reinvestment without strategy can increase uncertainty.
Diversify to preserve and grow wealth outside the business.
Tax planning is one of the highest-ROI moves you can make.
Real estate offers both leverage and long-term stability.
Succession planning ensures your business — and family — thrive beyond you.
True success means balancing growth, purpose, and personal well-being.
Reach out at contact@tricordadvisors.com
Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: Laura@tricordadv.com
Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: Randy@tricordadv.com
