In this episode, Hannah and Ali share a behind-the-scenes case study of a client who went from hitting major revenue milestones to building a long-term wealth plan that works as hard as she does.
They break down how she:
Moved from DIY investing to a coordinated wealth strategy
Set up the right retirement accounts for her business
Brought her spouse and kids into the business for smart tax savings
Protected her family with an estate plan
Added real estate and charitable giving to round out her portfolio
This episode shows exactly what it looks like to evolve from making money to managing it with strategy, clarity, and intention.
Other episodes mentioned:
Estate Planning for Entrepreneurs with Lauren Klein
Charitable Giving Strategies that Save You Taxes and Build Your Legacy
Connect on instagram: @thewealthcollaborative