In this episode of More Than Legal, Danielle sits down with Ray Godleski, founder and president of Southeast Wealth Partners, to discuss what it truly takes for business owners to protect and grow their wealth.
Native to Atlanta, Ray grew up around entrepreneurship. His mom worked as a Realtor for 40 years, and he carried that spirit into his own career. After playing college basketball and earning his business degree from Georgia State University, Ray became a CFP® professional and now works with clients across the country, licensed in more than 10 states.
Ray shares practical strategies and insights for:
Financial planning for solopreneurs and business owners.
How to get organized as a professional and stay on top of your finances.
Leveraging collateral opportunities with 401(k)s, stock, homes, and life insurance.
Estate planning tips every entrepreneur should know.
The trends shaping the future of financial planning and investing.
Whether you’re building a business or planning your next chapter, this conversation offers clarity, tools, and a mindset to help you turn hard work into long-term security.
Connect with Ray
Instagram: @financiallyray
YouTube – Financially Fluent Podcast
Disclaimer
This communication is for informational purposes only and should not be considered tax, legal, or accounting advice. You should consult with a qualified tax professional, accountant, or legal advisor regarding your specific situation before
Before making any financial decisions. Investment advisory services are provided only in compliance with applicable laws and regulations. Raised opinions are not based on the specific financial situation of any investor, so they may be unsuitable for some investors. The information on Financially Fluent does not constitute a solicitation of the sale or purchase of securities. You should consult a professional advisor before executing a security trade or taking any other action based on information contained in this program. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA, SIPC,
Osaic Wealth is separately owned and or other entities, and or marketing names, products, or services referenced here are independent of Osaic Wealth.