DiscoverMomentum By MonicaEP 37 - Joseph Lombardi, Financial Strategies to Protect Entrepreneurs
EP 37 - Joseph Lombardi, Financial Strategies to Protect Entrepreneurs

EP 37 - Joseph Lombardi, Financial Strategies to Protect Entrepreneurs

Update: 2025-02-25
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EP 37 - Joseph Lombardi, Financial Strategies to Protect Entrepreneurs

When it comes to your financial life, you are the President and CEO of everything happening regarding you and money. So why don’t more of us act like it? You must grab your financial life by the horns and in order to take control of your money and the direction it’s headed. Or else you will continue to get more of the same. Why not try building some security instead?

 

What You’ll Learn

 

  • Why your income matters less than your relationship with money does

  • Why you shouldn’t worry about keeping up with the Joneses since everyone is so worried about their own lives

  • How to align your 5 selves so you can achieve true happiness and fulfilment

  • Why Joseph feels debt is equivalent to cancer in your financial life

  • Why you NEED to make a plan if you wish to do well financially

  • What Joseph feels like a lot of financial companies get wrong and where he differs



Favorite Quote

“Money is something that, it buys you happiness through peace, it doesn’t buy you happiness through spending.”

-Joseph Lombardi



Connect With Joseph

 

Joseph Lombardi is the Managing Partner at Ironhawk Financial, a privately held financial services firm based in Cheshire, Connecticut.He specializes in assisting families and business owners, particularly in blue-collar industries, to build resilient financial plans that safeguard their futures.Joseph's dedication to financial planning is deeply personal, stemming from his family's financial struggles, including the loss of a $15 million construction business due to inadequate planning.This experience inspired him to focus on strategies such as life insurance, retirement planning, buy-sell agreements, and long-term care solutions, tailoring each plan to meet his clients' unique needs. In addition to his advisory role, Joseph is an Amazon author with titles like "There’s a Better Way than a 401k" and "Being Your Own Bank.His expertise has been recognized in outlets like International Business Times, and he has been featured in prestigious lists such as INC's Top 40 under 40. Joseph's mission is straightforward: to ensure others never have to face the financial hardships he experienced firsthand. Through personalized financial solutions and ongoing support, he empowers clients to achieve financial stability and peace of mind.

Website: https://www.ironhawkfinancial.com/

LinkedIn: https://www.linkedin.com/in/joseph-lombardi-ironhawk/

Facebook: https://www.facebook.com/ironhawkfinancial

Instagram: https://www.instagram.com/ironhawkfinancial/

 

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EP 37 - Joseph Lombardi, Financial Strategies to Protect Entrepreneurs

EP 37 - Joseph Lombardi, Financial Strategies to Protect Entrepreneurs

Monica Burke