Concerned about protecting your wealth?
Have you ever noticed how many people will go to a lot of effort to save money, but when it comes to investing and planning their future, they are quite naive?
In this interview with John Bowen, he shares with us some great insights into how and why we can better protect our wealth.
Topics discussed during this podcast include;
- An significant event that tore apart John’s family that made him decide to become a financial expert
- The biggest mistakes most business owners make when it comes to protecting their wealth
- How to find a great financial advisor
- And much more!
You can play this session of the podcast here:
Websites referenced during the podcast:
Here’s a timeline of the topics discussed during the podcast:
0:00 – John Bowen intro and bio
1:30 – John’s growing up and influences
4:20 – Why John became a financial planner
6:10 – For those that are starting out in business, what advice would you give to them to set the foundation right?
9:30 – When should an entrepreneur and business owner begin to start thinking about financial and wealth planning?
15:15 – What qualities should you be looking for to make sure you choose the right financial advisor?
19:10 – John’s advice for entrepreneurs who want to plan for their heirs taking over
22:30 – John’s final thoughts
24:15 – How you can get more of John’s content
Here’s what I got out of this interview on protecting your wealth with John Bowen…
1. Start your financial planning early
You don’t need to wait until you’re making a lot of money with your business to have financial plans and habits in place. Starting early helps you to create good habits and build a solid foundation for your life and your business.
2. How to find a good financial advisor
When seeking out a financial advisor you really need to do your due diligence. Ask colleagues who they use and if they are happy with them. Find out if they are respected by their peers (do they give industry presentations?). Are they proactive in helping you identify potential weaknesses?
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