
You've built a successful business, but are you managing your wealth like the ultra-wealthy do? Hosts Jim Dew and Bryce Keffeler bridge the gap between entrepreneurial success and billionaire-level wealth strategies. Each episode delivers actionable insights on tax optimization, coordinated wealth planning, and sophisticated financial strategies typically reserved for family offices now accessible... more
| Publishes | Twice monthly | Episodes | 6 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Categories | EntrepreneurshipBusiness | ||||

While rising insurance costs may be seen as just another item on the budget, that perspective misses how dramatically the leverage has shifted.
Insurers are now dropping policies at four times the historical rate, and if you're building a seven or e... more
Many business owners think the office debate is just about real estate and employee preferences, but that perspective misses how workplace strategy impacts everything from culture to capital allocation. If you're building a seven or eight-figure busi... more
Retirement plans may be considered as "something for W-2 employees,” but that mindset could be costing you hundreds of thousands in unnecessary taxes. If you're a high-earning business owner, retirement plan stacking might be one of the most powerful... more
The Federal Reserve is cutting interest rates for the first time in years, creating ripple effects across borrowing costs, business valuations, and the M&A market. Jim and Bryce break down what's happening with the yield curve, why entrepreneurs shou... more
The One Big Beautiful Bill (OB3) just dropped some of the most entrepreneur-friendly tax provisions we've seen in years. In this episode, Jim and Bryce cut through the noise to show how to evaluate these opportunities for your situation.
We're talki... more
The commercial real estate landscape is shifting dramatically. With $957 billion in commercial mortgages maturing in 2025 and multifamily properties facing unprecedented pressure from rising interest rates, expanding cap rates, and declining NOI, sop... more










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