#556 FULL BLUEPRINT: How To Build LASTING Wealth In 2025 w/ Josh Jalinski

Main Street Business

Mark J Kohler and Mat Sorensen

Tax Reform, Entrepreneurship, Business, Irs Updates, Tax Tips, Legal Compliance, Business Structure, Tax Prep, Accounting, Tax Strategies, Management, Financial Reporting, Estate Planning

2.4 • 584 Ratings

🗓️ 31 December 2024

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode of the Main Street Business Podcast, Mark J. Kohler and Josh Jalinski discuss the key elements of successful financial planning for business owners. From annual life insurance reviews to emergency funds and disability insurance, they share practical steps to avoid costly mistakes and achieve lasting financial stability. Here are some of the highlights: Mark Kohler welcomes Josh Jalinski, financial advisor, RIA owner, and host of the Financial Quarterback podcast.Mark begins by...

Transcript

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0:00.0	Welcome to the Main Street Business Podcast with your distinguished hosts, Mark J. Kohler and Matt Sorensen.
0:05.5	Both are best-selling authors and have over 25 years of industry experience with 10,000 client consultations,
0:12.3	making them the leading tax and legal experts in the nation.
0:16.1	Together, they'll unpack the most complex tax, legal, and financial strategies,
0:20.6	crucial for saving more,
0:22.1	stressing less, and building generational wealth. Today, they're your personal advisors.
0:28.1	Ready to break it down for you and make the tax and legal game easier than ever. Here is Mark and Matt.
0:34.3	If you're not building that bucket of wealth, there may be nothing there.
0:38.1	Life can change in an instant. You are your best investment. Your ability to generate income is your
0:45.9	best investment. But life happens. Business owners need to know they've got one quarterback that
0:52.0	they can turn to that they the comedian at least quarterly.
0:54.6	Why are you always taking your kids with you
0:56.7	on these trips?
0:57.9	You know, we'll go for a month to why.
0:59.5	We're doing this, we're doing that.
1:01.2	You know, why am I my life in trips?
1:02.7	It's back filling my future value
1:06.4	so that if I don't exit my business for what I think I might want to exit,
1:10.1	it's more of what I call permission slip to spend.
1:19.1	Welcome to another episode of the Main Street Business Podcast.
1:22.1	My name is Mark Kohler, and it's my honor to be interviewing Josh Jolensky out of New Jersey and a host of the well-recognized
1:30.2	financial quarterback podcast.
	...

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