What if “wealth” wasn’t about hitting some magic number in your bank account… but instead about clarity, cash flow, and confidence to live a life you never have to retire from?
That’s exactly what this week’s guest, Brian Skrobonja, has helped thousands of high-net-worth entrepreneurs and business owners figure out over the last 30 years.
Brian is a nationally recognized wealth advisor, a Forbes Top 10 podcast host, and the creator of the WealthSync Process—a system that goes way beyond rates of return to align your money with your life’s bigger purpose.
We dive deep into:
If you’re an entrepreneur who’s built wealth, sold a business, or are staring down a transition—you cannot afford to miss this conversation.
KEY INSIGHTS & TAKEAWAYS:
Wealth Isn’t a Number — It’s Purpose-Driven
Most people chase net worth goals… but often end up miserable. Brian reframes wealth as “funding your purpose,” not just padding your account.
Cash Flow is King
Assets alone don’t equal freedom. Everything should be measured against one question: “How does this affect cash flow?”
The Myth of Retirement
You can retire from a job—but you don’t want to retire from life. Align your money with activities, goals, and impact that keep you engaged and alive.
Tax Blind Spots that Burn Millions
Business exits, 401Ks, and charitable giving are often mishandled. The difference between structuring a deal before or after signing could be millions saved.
The WealthSync Process
Brian’s proprietary system ties together lifestyle goals, business exits, philanthropy, tax planning, and legacy so your money actually funds your life.
TIME STAMPS:
[00:00:00] Introduction – Why “clarity, confidence & cash flow” matter more than chasing returns.
[00:03:10] The #1 money mistake most couples and founders make.
[00:05:51] Brian’s backstory: from Croatian family work ethic to building a financial legacy.
[00:08:56] The mindset shift from working harder → building passive income.
[00:10:38] Introducing the WealthSync Process: aligning money with purpose.
[00:14:07] Why $10M net worth can still leave people miserable.
[00:16:36] Helping founders after business exits: the “Monday after the sale” question.
[00:23:58] CPA blind spots, charitable strategies, and avoiding tax disasters.
[00:29:27] Assets to Income: how to make your money actually work for you.
[00:31:27] Everything comes back to cash flow.
[00:32:33] Build a life you don’t have to retire from.
In this episode, I sit down with nationally recognized wealth advisor Brian Skrobonja to break down why the traditional wealth path is broken, how passive income actually works, and why wealth isn’t a number—it’s about clarity, confidence, and cash flow.
If you’re planning a business exit, sitting on a tax-deferred fortune, or just want to create reliable cash flow—you need this conversation.
