866 – Wealth Management for Business Owners with Jacobi Wealth Advisors’ Anthony Martinelli

What this episode covers

Financial wellness and freedom. The guest joined with us today is Anthony Martinelli, the Co-Founder of Jacobi Wealth Advisors. Anthony helps businesses owners, individuals and families think through their financial goals and develop an action plan to address the inevitable challenges and opportunities that will arise as their lives unfold. Each plan is personalized and catered to you with a specific end goal in mind. A sound financial future is not out of reach. Most business owners have the majority of their net worth “trapped” in their illiquid, privately-held company. Developing a strategic Exit plan to monetize your largest asset is a critical component to your overall financial path. Learn more about the process of creating an exit plan and much more about finance on this episode of The Thoughtful Entrepreneur. More from UpMyInfluence We are actively booking guests for our DAILY Entrepreneur Success Podcast. Schedule HERE. https://upmyinfluence.com/guest Are you a 6-figure consultant? Let us fill your sales schedule and move you to 7-figures. Learn more here. https://upmyinfluence.com/b2b Check out our free Authority Transformation Masterclass. https://upmyinfluence.com/1