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Ep89 Jay Beattey CEO and Founder Velomon Group
Manage episode 439896334 series 3600122
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In this episode, Matt Nettleton interviews Jay Beatty, the founder of Vellamon, a financial services firm. Jay shares his journey of starting and running a business focused on retirement planning. He emphasizes the importance of understanding how money works and the need for advanced financial literacy in retirement and exit planning. Jay discusses the challenges he faced in the early years of his business, including the need for capital and the importance of adapting to meet the needs of clients. He also highlights the value of planning and self-awareness in running a successful business.
Takeaways
Understanding how money works is crucial for business owners, especially in retirement and exit planning.
Starting a business requires adapting to meet the needs of clients and being open to change.
Planning is valuable, even if the plan itself may need adjustments along the way.
Self-awareness is key in identifying strengths and weaknesses and seeking help in areas of weakness.
Starting a business can be challenging, but the rewards of control and impact can make it worthwhile.
Sound Bites
"Business math and checkbook math for your home are two different things."
"Starting a business can be a curiosity that turns into a passion."
"The process of planning is valuable, even if the plan itself may not be."
124 episodes
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