5 Pillars for Building and Stewarding Wealth with Jeff Socha

Path for Growth with Alex Judd

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1 yıl önce 34:05

MP3•Bölüm sayfası

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’re ready to move beyond just gathering information and start executing on what truly matters, Path for Growth’s 1-on-1 coaching can help. Apply now at pathforgrowth.com/coaching.
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244 bölüm

#MBA #Entrepreneur #Business #Leadership #Growth #Mentor #Motivation #Leadership Development #Alex Judd #Personal Growth #Path For Growth #Leaders #Inspiring

5 Pillars for Building and Stewarding Wealth with Jeff Socha

Path for Growth with Alex Judd

published 1 yıl önce

Paylaş

MP3•Bölüm sayfası

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.

244 bölüm

#MBA #Entrepreneur #Business #Leadership #Growth #Mentor #Motivation #Leadership Development #Alex Judd #Personal Growth #Path For Growth #Leaders #Inspiring

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----------------------------------- Information isn’t the gap between failure and success—action is. Path for Growth’s 1-on-1 coaching helps you create a plan and execute on what matters most for your business. Apply today at pathforgrowth.com/coaching . ----------------------------------- Effective leaders know that their impact grows when they learn to lead and develop other leaders. In this episode, Alex continues his exploration of Exodus 18, discussing several more key principles for leaders looking to delegate better and stop being a bottleneck in their business. Make sure to listen to part 1 if you haven’t already, and follow the podcast for more content like this coming soon! Episode Recap: In this series we’re diving deep into a story from Exodus about delegation (2:22) Exodus 18:8-27 (5:07) As a leader, your greatest strength is often your organization’s biggest bottleneck (7:29) If your goal is leadership, you need to reduce people’s dependence on you (15:10) Leaders accelerate the inevitable (18:36) The more you lead, the more you need (21:02) Resources: Follow the podcast on Apple or Spotify Sign Up for Our Weekly Growth Guide Try Path for Growth 1on1 Coaching Free for 14 Days Download the Free Reading Guide Join us for our 2025 Experience – Long Game Leadershi p Connect with our Founder Alex Judd on LinkedIn and Instagram ----------------------------------- If you’re ready to move beyond just gathering information and start executing on what truly matters, Path for Growth’s 1-on-1 coaching can help. Apply now at pathforgrowth.com/coaching . -----------------------------------…

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14 weeks önce19:33

19:33

----------------------------------- Information isn’t the gap between failure and success—action is. Path for Growth’s 1-on-1 coaching helps you create a plan and execute on what matters most for your business. Apply today at pathforgrowth.com/coaching . ----------------------------------- What decisions and lessons had the biggest impact on your business in 2024? In this episode, Alex leads us through a second set of year-end reflection questions, this time focused on your organization and leadership. Spend some time writing down your answers to these questions or even discussing them with your team. And make sure to listen to Part 1 if you haven’t already! Episode Recap: Intentional reflection is key for growth and wisdom (2:01) What were the 3 biggest victories for your organization this year, and what caused them? (4:16) What were the 3 biggest lessons your organization had to learn this year? (6:54) What were the 3 most impactful things your business did in 2024? (9:22) What were the best decisions you made in 2024, and what made them so good? (10:58) What were the worst decisions you made in 2024, and what made them so poor? (13:22) What is one thing you want your team to hear from you about 2024? (16:10) Resources: Follow the podcast on Apple or Spotify Sign Up for Our Weekly Growth Guide Try Path for Growth 1on1 Coaching Free for 14 Days Download the Free Reading Guide Connect with our Founder Alex Judd on LinkedIn and Instagram ----------------------------------- If you’re ready to move beyond just gathering information and start executing on what truly matters, Path for Growth’s 1-on-1 coaching can help. Apply now at pathforgrowth.com/coaching . -----------------------------------…

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5 Pillars for Building and Stewarding Wealth with Jeff Socha