Ever thought about leaving your 9-to-5 and building a business of your own? In this episode, we sit down with co-host and seasoned entrepreneur Bill Taber to explore what it really takes to succeed as a small business owner. With over 25 years of experience running a successful Registered Investment Advisory (RIA) firm, Bill shares hard-earned lessons on shifting from employee to entrepreneur, the habits that helped him stay grounded, and the biggest mindset changes he's made along the way.

We dive into questions aspiring business owners often wrestle with: How do you know if you're ready to launch? What financial basics should you have in place? What do people often misunderstand about being your own boss? And what's still exciting about business ownership even after two decades?

Whether you're just starting to consider a career pivot or you're already building something of your own, this episode is packed with real-world insights and encouragement to help you stay the course.

Topics covered:

• What inspired Bill to start his own firm
• The mindset shift from W2 employee to business owner
• Habits that have supported long-term success
• Signs someone may not be ready to start a business yet
• How to balance daily operations with long-term growth
• What's still exciting after 25+ years in business

Have questions or ideas for future episodes? Email us at askcreatingwealth@taberasset.com

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Our previous episodes on small business and well-being:

 Starting Your Own Business