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Episode 124

The Path to Wealth with Jackie Porter

Building a Solid Financial Foundation

This is the first guest episode of the new Advisor Series, where I bring you insider wisdom from experts in the world of business. Today, I am beyond thrilled to kickstart this series by sitting down with the extraordinary Jackie Porter, a true champion when it comes to helping entrepreneurs protect their hard-earned wealth.

A Powerhouse in Finance

Jackie Porter is an absolute powerhouse in the world of finance. Not only is she an award-winning financial planner, but she’s also a bestselling author, mentor, and captivating speaker who has positively impacted the lives of countless clients. Jackie’s journey to success started from really humble beginnings. Raised by a single mother and hustling through multiple jobs during high school and university, she knows the true value of hard work. Later she had a pivotal moment when a trusted friend suggested she seek the guidance of a financial planner, setting Jackie on a transformative path to greatness.

Strategies for Financial Independence

In this era of the influential FIRE (Financial Independence, Retire Early) movement, which has ignited the passions of countless individuals striving for financial freedom, there’s an importance of creating multiple income streams and implementing contingency plans and risk management strategies in your business ventures.

Strategic Tax Planning

My conversation with Jackie left me with one crucial takeaway: strategic tax planning is the secret for business owners. When you anticipate income and tax implications, you’ll see things shift, which is why collaborating with a dedicated advisory team or a trusted financial planner is an absolute must. If you’re on a mission to build generational wealth that stands the test of time, you cannot afford to overlook financial planning.

Finding Your Perfect Financial Advisor

Now, let’s talk about finding your own financial advisor—one who aligns perfectly with your vision and goals. This is the move that will set you on the path to incredible success. Take the time to seek out referrals, verify credentials, and most importantly, rely on your instincts. Remember, this is a partnership that can reshape your financial future.

My discussion with Jackie left me filled with inspiration as we discussed the exhilarating journey toward entrepreneurial wealth and the immense value of finding the right financial planner. When you tap into the power of money, diversify your income streams, and seek guidance from a seasoned financial planner like Jackie, you’re well on your way to unlocking lasting financial security.

What’s in This Episode

  • Wealth as a choice and the importance of saving and spending money wisely.
  • Importance of proper tax planning for business owners.
  • Building wealth using your business and the importance of multiple streams of income.
  • Tips for selecting an advisor based on credentials and gut instinct.

What To Do Next

  1. Join Thought Readers and connect with other like-minded entrepreneurs in this popular book club for business owners.
  2. Subscribe to receive this podcast and regular weekly strategies to grow and shape your business. You’ll also be the first to know about upcoming courses, programs, and exclusive LIVE training.
  3. Join the conversation on Instagram, Facebook, or LinkedIn and share your insights from the show.

Where to Find Jackie Porter

Books Mentioned In This Episode

Up Next

Next week, I’m chatting with Eleanor Beaton!

The Path To Wealth

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Lisa Larter Bio Image of Lisa x400

Lisa Larter

Founder and CEO of the Lisa Larter Group, master strategist, author, speaker, podcast host, social media expert, consultant, and business coach. Lisa inspires entrepreneurs and business owners to see the possibilities for their organizations when it comes to strategy. She uncomplicates modern marketing and creates (and implements) strategies for businesses that are guaranteed to increase visibility, inbound leads, and revenue.

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