Business ownership is rewarding but often complicated. Many entrepreneurs who excel at managing complex operations, employees, and growth strategies often struggle to separate their business and personal finances. The very skills that make them successful at business—seeing opportunities where others see challenges, taking calculated risks, viewing all assets as potential resources—can create blind spots in their personal financial management. Blue Trust advisor Stephanie Adams sat down with...
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Business ownership is rewarding but often complicated. Many entrepreneurs who excel at managing complex operations, employees, and growth strategies often struggle to separate their business and personal finances. The very skills that make them successful at business—seeing opportunities where others see challenges, taking calculated risks, viewing all assets as potential resources—can create blind spots in their personal financial management. Blue Trust advisor Stephanie Adams sat down with...
In this episode, senior partner and managing director of Blue Trust's Nashville office, Gary Bell, has a meaningful conversation Blue Trust clients, Bekah and Mike Mulvaney. The trio discuss Bekah and Mike's strategies for determining where to give. If you've ever experienced analysis paralysis when it comes to determining where to give, this episode offers real-life wisdom from a couple who has been there. To learn more, visit http://www.BlueTrust.com LinkedIn: https://www.linke...
Wisdom for Wealth. For Life.
Business ownership is rewarding but often complicated. Many entrepreneurs who excel at managing complex operations, employees, and growth strategies often struggle to separate their business and personal finances. The very skills that make them successful at business—seeing opportunities where others see challenges, taking calculated risks, viewing all assets as potential resources—can create blind spots in their personal financial management. Blue Trust advisor Stephanie Adams sat down with...