Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies

Episode 117: Billionaire Wealth Strategies for Entrepreneurs | Chapter 2

Your advisors are each solving a different piece of the puzzle, with no one looking at the whole board. Tax, legal, insurance, investments — professionals who rarely speak to each other, while the entrepreneur in the middle bears the responsibility of coordinating it all without the bandwidth or expertise to manage it effectively. A Fractional Family Office® changes that by serving as the central hub: coordinating across your advisory relationships, identifying where strategies conflict, and aligning the entire team around a single, cohesive plan. For business owners who have outgrown the traditional advisor model, the Fractional Family Office® was built to solve that misalignment from the inside out. Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies Connect with us: Website: https://dewwealth.com/ LinkedIn: https://www.linkedin.com/company/dew-wealth-management/ DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances. The presenters are Jim Dew, Founder and CEO, and Bryce Keffeler, Managing Partner of Dew Wealth Management, LLC, a registered investment adviser. The content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any real estate, insurance contracts, securities, or other investment vehicles. Jim Dew and Bryce Keffeler do not endorse any specific investments, investment strategies, advisors, or financial service firms. Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.

Episode 116: Billionaire Wealth Strategies for Entrepreneurs | Chapter 1

What does Make Rich Real® mean to you? Jim and Bryce dive into Chapter 1 of Billionaire Wealth Strategies for Entrepreneurs: The Fractional Family Office®, exploring what it means to build wealth with intention and why defining your vision is the starting point for everything else. What that looks like is different for everyone. It might be flying first class or private, taking three months to explore Europe, funding education for future generations, or supporting causes close to your heart. Clarify that purpose, then explore the four stages of the entrepreneurial journey and why even those still in survival mode should start asking these questions now. Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies Connect with us: Website: https://dewwealth.com/ LinkedIn: https://www.linkedin.com/company/dew-wealth-management/ DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances. The presenters are Jim Dew, Founder and CEO, and Bryce Keffeler, Managing Partner of Dew Wealth Management, LLC, a registered investment adviser. The content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any real estate, insurance contracts, securities, or other investment vehicles. Jim Dew and Bryce Keffeler do not endorse any specific investments, investment strategies, advisors, or financial service firms. Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.

Episode 115: Billionaire Wealth Strategies for Entrepreneurs | Intro

Hitting a million dollars in personal income feels like the finish line — until you see the tax bill. This episode kicks off a chapter-by-chapter walk through Billionaire Wealth Strategies for Entrepreneurs, starting with the origin story behind the Fractional Family Office® model. From the Wealth Mastery Matrix — a four-quadrant framework for diagnosing where you stand in your wealth planning — to the case for why entrepreneurs doing 7 to 9 figures deserve the same coordinated approach billionaires have used since the Rockefeller era, this is a grounding conversation for entrepreneurs who realized that making more money doesn't automatically mean keeping more of it. Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies Connect with us: Website: https://dewwealth.com/ LinkedIn: https://www.linkedin.com/company/dew-wealth-management/ DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances. The presenters are Jim Dew, Founder and CEO, and Bryce Keffeler, Managing Partner of Dew Wealth Management, LLC, a registered investment adviser. The content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any real estate, insurance contracts, securities, or other investment vehicles. Jim Dew and Bryce Keffeler do not endorse any specific investments, investment strategies, advisors, or financial service firms. Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.

Episode 114: Real Estate Write-Offs Aren't What You Think

The assumption that buying a building automatically unlocks major write-offs is a costly one. By default, real estate is treated as a passive activity, so those losses can sit on the sidelines for years unless you take the right steps to use them. The same structural decisions that determine whether losses are usable also tie into broader tax complexity, especially post-Wayfair, where sales and income tax compliance across states has become far more nuanced than most business owners expect. And it often shows up at the worst time, like in the middle of an M&A deal. It all comes back to structure: why real estate losses aren’t always accessible, why holding property in an S Corp can backfire, and how tools like cost segregation and bonus depreciation only work when applied with intention. Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies Connect with us: Website: https://dewwealth.com/ LinkedIn: https://www.linkedin.com/company/dew-wealth-management/ DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances. The presenters are Jim Dew, Founder and CEO, and Bryce Keffeler, Managing Partner of Dew Wealth Management, LLC, a registered investment adviser. The content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any real estate, insurance contracts, securities, or other investment vehicles. Jim Dew and Bryce Keffeler do not endorse any specific investments, investment strategies, advisors, or financial service firms. Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.

Episode 113: Tax Traps & Policy Myths Targeting High Earners

State budgets are imploding, and the tab is coming for high-income entrepreneurs. Rates are rising, conformity battles with the One Big Beautiful Bill are unfolding, and even constitutionally questionable wealth levies are being proposed. The fiscal pressure on business owners is real and accelerating, and the government is not the only one reaching into your pocket. Permanent life insurance policies are often pitched as the ultimate wealth tool, but a policy designed for an agent's benefit looks nothing like one designed for yours. There is a right way to structure these policies, but it looks very different from what many people are sold. The same is true of a frequently overlooked asset on any entrepreneur's balance sheet: the right room. Many successful business owners tend to be relentless about protecting and growing their wealth, and equally intentional about finding the people who understand the pressures, stakes, and opportunities that come with building at this level. Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies Connect with us: Website: https://dewwealth.com/ LinkedIn: https://www.linkedin.com/company/dew-wealth-management/ DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances. The presenters are Jim Dew, Founder and CEO, and Bryce Keffeler, Managing Partner of Dew Wealth Management, LLC, a registered investment adviser. The content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any real estate, insurance contracts, securities, or other investment vehicles. Jim Dew and Bryce Keffeler do not endorse any specific investments, investment strategies, advisors, or financial service firms. Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.