5 Pillars for Building and Stewarding Wealth with Jeff Socha

Want a clearer picture of what’s working in your business—and what needs attention? Take the free 12 Fundamentals Assessment for a personalized score and your clearest next step: 12fundamentals.comIf you want to get better at managing wealth in your business and your personal life, you won’t want to miss part 2 of our conversation with Jeff Socha! Jeff shares the five pillars of wealth building he recommends for business owners and leaders who want to learn to better steward their finances. He also provides one or two action items to go along with each pillar, and he explains his philosophy about putting your money toward the past, present, or future.Episode Recap:Today we’re continuing our wealth building conversation with Jeff Socha (0:53)Money can be consumed now, paid back to the past, or invested for the future (1:44)1. Organize and automate your cash flow (3:40)2. Write a policy statement to direct your investment strategy (8:24)3. Evaluate your risk and create a catastrophe plan (19:49) 4. Take proactive action with legal planning (23:35)5. Work with a tax strategist (26:40)How to work with Jeff (32:23)Helpful Links and ResourcesTry the Path for Growth Community Coaching for Free for 14 DaysPath for Growth One-on-One CoachingDownload the Free Reading GuideSocha Capital websiteWork with Jeff on tax strategyJoin Path for Growth on Instagram for more content. Not sure where to start? Describe what’s happening in your business or team, then explore 400+ practical resources to help you take the next right step: resources.pathforgrowth.com