In this episode, Jeremiah Lee, Laura Lee and Randy Barkley dive into the crucial topic of financial strategy for business owners. They explore the concept of "paying yourself first" and discuss the balance between reinvesting in your business and enjoying personal financial success. Learn from real-life stories and expert advice on how to avoid common pitfalls and make wise financial decisions.

In This Episode:
The importance of setting aside funds for taxes and retirement.
Strategies for balancing personal and business expenses.
Insights on building a financial safety net for business owners.
The role of financial advisors in managing business finances.

If you're a business owner looking for financial guidance, reach out to Trey Court Advisors for expert advice tailored to your needs.

#BusinessFinance #Entrepreneurship #FinancialPlanning

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Reach out at contact@tricordadvisors.com
Connect with Jeremiah:

LinkedIn: / jeremiahjlee
Email: Jeremiah@tricordadvisors.com

Connect with Laura:

LinkedIn: / laura-lee-59a83610
Email: Laura@tricordadv.com

Connect with Randy:

LinkedIn: / rkbarkley
Email: Randy@tricordadv.com

Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.