Episode 121: Billionaire Wealth Strategies for Entrepreneurs | Chapter 6

Episode 121: Billionaire Wealth Strategies for Entrepreneurs | Chapter 6

Your accountant files your taxes. Your attorney drafts documents. Your banker loans you money. But who's making sure they're all working together on your behalf? Learn how to build the right team of financial professionals, spot warning signs before they become costly mistakes, and understand why entrepreneurs shouldn't be the ones coordinating every moving piece. By asking the hard questions about each professional on your team, you'll gain a clear picture of what a fully functioning wealth wheel looks like and how the Fractional Family Office® model helps keep it running smoothly. 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 120: Billionaire Wealth Strategies for Entrepreneurs | Chapter 5

Business owners are often diligent about measuring ROI, yet many overlook applying the same discipline to their most limited resource: time. This episode explores a simple framework for determining what your time is truly worth. Once the numbers are on paper, the case for delegation becomes hard to ignore. Whether it's yard work, bookkeeping, or wealth management, the math often reveals that doing it yourself can cost far more than it saves. The discussion also examines what happens when financial planning is left on autopilot. Taxes, insurance, investments, and estate planning aren't set-it-and-forget-it decisions. As life and circumstances change, these areas require ongoing attention, and neglect can create costly consequences over time. Whether you're rethinking how you spend your week, evaluating who's helping manage your financial life, or calculating the true cost of staying in the weeds, the clock is already ticking. 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 119: Billionaire Wealth Strategies for Entrepreneurs | Chapter 4

Estate planning is deciding who raises your kids, who controls your assets, and what values outlast your wealth. From wills and powers of attorney to dynasty trusts and donor-advised funds, there's a lot to get right and the cost of getting it wrong falls on your family. Foundational documents set the floor, irrevocable trust structures move appreciating assets outside the taxable estate, and family governance holds all of it together. Without the conversations and the framework, the documents don't mean much. Charitable planning rounds it out, including why donating cash is generally the least effective approach. Those who navigate this well made decisions early, built the right structures, and made sure no one was left guessing. 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 118: Billionaire Wealth Strategies for Entrepreneurs | Chapter 3

Asset protection isn't something you set up after a lawsuit lands on your doorstep — it has to be in place before the threat arrives. This conversation walks through a layered framework for protecting everything entrepreneurs have built, using the metaphor of a castle with four distinct lines of defense: the moat (legal protections built into the law), the castle walls (personal and commercial insurance), the drawbridge (entity design and corporate structure), and the hidden vaults (asset protection trusts). From umbrella policies and scheduled personal property to employment practices liability, cyber coverage, and D&O insurance, Jim and Bryce cover the policies entrepreneurs commonly carry — and the ones they overlook. Life insurance and disability insurance round out the picture, with a practical look at how incentives in the insurance industry can work against buyers who don't have an advocate in their corner. Entity design gets equal attention, including what it takes to protect the corporate veil and why a clean operating agreement matters more than most partners want to think about. Domestic and foreign asset protection trusts close out the framework, along with an honest assessment of when the added complexity is (and isn't) worth 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 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.