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009 Jim Dew: Making Rich Real
Manage episode 312843820 series 3248267
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In this episode, Denise and Jim discuss:
- What it means to “make rich real” in your life.
- What a “family office” means and how it’s not just for the ultra-rich.
- How to set up a “time energy shield” for yourself.
- How to evaluate and define your own investment strategy.
- What to look for in a wealth advisor.
- Some of the biggest tax savings that entrepreneurs often benefit from (and didn’t already know about.)
- Some of Jim’s proprietary processes on helping entrepreneurs grow and manage their wealth.
Key Takeaways:
- It’s important to define what “being rich” means to you, since it’s not the same for everyone.
- It is critical that you have an investment strategy that you can use to evaluate opportunities.
- Successful entrepreneurs can have a family office of advisors who work together to protect and grow your wealth.
- Most entrepreneurs don’t know their numbers, yet it’s important to know your critical drivers for profitability and monitor those quarterly.
“You get rich by being concentrated. You stay rich by being diversified.” — Jim Dew
About Jim Dew: Jim Dew is the CEO of Dew Wealth Management and Advisor to the Entrepreneur™. He has twenty-four years of advisory experience and focuses on building virtual family offices for entrepreneurs. Jim earned a BS in Mathematics from the University of Arizona and an MBA from Arizona State University. He is a Certified Financial Planner®, Chartered Financial Consultant®, and a Certified Private Wealth Advisor®. His book, Beyond A Million is The Entrepreneur’s Playbook For Expanding Wealth, Freedom, and Time”. Jim has been featured in Inc, Entrepreneur, and Huffington Post magazines. He is also a sought after speaker for stages and podcasts for elite entrepreneurs.
Connect with Jim Dew:
Book: Beyond a Million: The Entrepreneur’s Playbook for Expanding Wealth, Freedom and Time
Make Rich Real Scorecard: Make Rich Real
Website: Dew Wealth Management
LinkedIn: Jim Dew
Connect with The Vacation Effect and Denise Gosnell:
Website: VacationEffect.com
Show: The Vacation Effect Podcast
Book: The Vacation Effect Book
Email: Info@VacationEffect.com
Facebook: The Vacation Effect and Denise Gosnell
LinkedIn: The Vacation Effect, Inc. and Denise Gosnell
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