5 Pillars for Building and Stewarding Wealth with Jeff Socha
Path for Growth with Alex Judd
English - March 12, 2024 09:00 - 34 minutesManagement Business Entrepreneurship leadership growth mentor leader motivation leadership development inspirational path for growth alex judd personal growth Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
If you want to get better at managing wealth in your business and your personal life, you won’t want to miss part 2 of our conversation with Jeff Socha! Jeff shares the five pillars of wealth building he recommends for business owners and leaders who want to learn to better steward their finances. He also provides one or two action items to go along with each pillar, and he explains his philosophy about putting your money toward the past, present, or future.
Episode Recap:
Today we’re continuing our wealth building conversation with Jeff Socha (0:53)
Money can be consumed now, paid back to the past, or invested for the future (1:44)
1. Organize and automate your cash flow (3:40)
2. Write a policy statement to direct your investment strategy (8:24)
3. Evaluate your risk and create a catastrophe plan (19:49)
4. Take proactive action with legal planning (23:35)
5. Work with a tax strategist (26:40)
How to work with Jeff (32:23)
Helpful Links and Resources
Try the Path for Growth Community Coaching for Free for 14 Days
Path for Growth One-on-One Coaching
Download the Free Reading Guide
Socha Capital website
Work with Jeff on tax strategy
Join Path for Growth on Instagram for more content.
If you want to get better at managing wealth in your business and your personal life, you won’t want to miss part 2 of our conversation with Jeff Socha! Jeff shares the five pillars of wealth building he recommends for business owners and leaders who want to learn to better steward their finances. He also provides one or two action items to go along with each pillar, and he explains his philosophy about putting your money toward the past, present, or future.
Episode Recap:
Today we’re continuing our wealth building conversation with Jeff Socha (0:53)
Money can be consumed now, paid back to the past, or invested for the future (1:44)
1. Organize and automate your cash flow (3:40)
2. Write a policy statement to direct your investment strategy (8:24)
3. Evaluate your risk and create a catastrophe plan (19:49)
4. Take proactive action with legal planning (23:35)
5. Work with a tax strategist (26:40)
How to work with Jeff (32:23)
Helpful Links and Resources
Try the Path for Growth Community Coaching for Free for 14 Days
Path for Growth One-on-One Coaching
Download the Free Reading Guide
Work with Jeff on tax strategy
Join Path for Growth on Instagram for more content.