Growing Wealth: Financial Planning, Asset Protection, & Taxes | S1 E6

We discuss the journey to growing wealth, including the importance of entity choice and asset protection, as well as the role of business and personal insurance in financial planning for business owners. We cover a range of financial planning topics, including business and personal insurance, life and disability insurance, cash reserves and liquidity, tax planning, and long-term financial planning. The discussion emphasizes the importance of strategic financial decision-making and the protection of assets for both business owners and individuals.TakeawaysGrowing wealth as a business ownerImportance of entity choice and asset protectionImportance of cyber liability insurance for businessesTerm life insurance as a starting point for personal insuranceThe significance of cash reserves and liquidity for business ownersThe value of long-term financial planning for retirement and wealth transferDoing Business with ADHD is for the late-diagnosed, the self-diagnosed, and the "I've always been this way but nobody ever called it anything" crowd — business owners and founders who are finally starting to understand why the standard playbook never quite worked for them.Hosts Jake Brown and Caleb Bogia-Curles both have ADHD and both run businesses. Their conversations are honest, a little rambly, occasionally chase a squirrel or two — and somehow still land on real, practical advice about getting clients, getting paid, managing money, and building something sustainable.The rules weren't written for your brain. Let's change the rules.Meet the HostsJake Brown is a fractional revenue executive and business coach who works with business owners and founders on marketing, sales, and growth. He has ADHD. He runs a business. He's figured out a lot of this the hard way — and talks about it openly.Jake on LinkedIn: linkedin.com/in/airballoonCaleb Bogia-Curles is a Certified Financial Planner who works with ADHD entrepreneurs. He has ADHD. He runs a business. He built his entire practice around the gap between standard financial advice and the way ADHD brains actually work.Caleb on LinkedIn: https://www.linkedin.com/in/%F0%9F%93%88caleb-bogia-curles-cfp%C2%AE-964823b8/Resources:https://www.focusedfounderswealthplanning.com/processhttps://airballoonadvisory.com/https://airballoonadvisory.com/brainfrictionscore/