
In this episode, Hannah shares how The Wealth Collaborative partners with modern founders to turn business success into lasting wealth that funds life now and legacies later.
You'll learn:
Why “new money” women need a different kind of advisory relationship than the old-school, retire-at-65 playbook.
The distinction between now money and forever money—and why most plans ignore the latter.
How treating your business as an asset in financial planning changes everything.
What it feels like to hand off the financial to-dos so you can stay focused on your mission.
How a true wealth partner collaborates with your CPA and attorney to protect what you’re building.
The five guiding principles behind TWC’s work.
Resources & Links
Disclaimer
This episode is for educational purposes only and is not financial, legal, or tax advice. Consult your professional advisors for guidance specific to your situation.