EP 57- Preserving and Growing your Wealth with Tammy Trenta

Aug 2, 2022

Tammy Trenta is the founder and CEO of Family Financial, a woman-owned wealth management firm that provides financial support to entrepreneurs. Tammy has 26 years of industry experience as a certified exit planner and certified tax coach which helps her clients to devise tax strategies, navigate the sale of their businesses and reach their financial goals.

 

In this episode, Tammy talks about how you can increase your wealth as a business owner and the financial aspects you need in place in order to preserve your current wealth and keep more of what you earn. 

In this episode, Tammy also discusses: 

 

• How you can prepare to work with a financial advisor 4:49
• Why you should work with a fiduciary and how to find one 5:06
• Why business owners should be working with a financial advisor 9:34
• Mindset shifts entrepreneurs can make in their business to have better finances 13:25
• Creating a retirement plan and exit planning and preparing financially 15:38
• ESOP-what it is and the pros and cons 25:30
• Strategies to help create wealth in your business 27:00

Connect with Tammy: 

Website |  https://familyfinancial.biz/

LinkedIn | https://www.linkedin.com/company/family-financial/

Connect with Danielle:

Website | https://www.kickstartaccountinginc.net/

Facebook | https://www.facebook.com/kickstartaccountinginc/

Instagram | https://www.instagram.com/kickstartaccounting 

Twitter | https://twitter.com/KickstartAcct

 

Things Mentioned in Today’s Episode: 

 

Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started

 

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