If You Own a Business… Stop Investing Like This

Описание: If you’re a business owner, taking bold risks probably feels natural. That mindset helps you build, scale, and succeed—but when it comes to investing your personal wealth, those same instincts can quietly work against you. Many successful entrepreneurs unknowingly make investment decisions that increase risk, reduce long-term outcomes, and put their family’s future at stake.

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In this video, I break down the most common investing mistakes business owners make, why business success doesn’t always translate to smart investing, and how to avoid these traps with a disciplined, intentional framework. The goal isn’t just growth—it’s turning business success into lasting financial freedom, stewardship, and legacy.

Whether you’re reinvesting heavily into your business, managing investments on your own, or simply unsure if your current strategy matches your goals and risk tolerance, this video will help you think more clearly about how your wealth should actually be working for you.
Watch to learn:
• Why lack of diversification is one of the biggest risks business owners face
• How concentrating too much wealth in familiar industries can backfire
• How to identify your true risk tolerance (not just your business appetite for risk)
• Why emotional investing leads to poor long-term outcomes
• How fear and hype cause investors to buy high and sell low
• Why rebalancing and regular reviews matter more than most owners realize
• The dangers of ignoring portfolio drift over time
• When DIY investing makes sense—and when outside perspective is critical
• How disciplined investing supports your family, values, and long-term legacy
📌 Topics include: investing for business owners, diversification strategies, risk management, emotional investing, portfolio rebalancing, financial planning for entrepreneurs, wealth stewardship, legacy planning, and working with a financial advisor.
⚠️ Disclosures
The information in this video is for informational and educational purposes only and should not be considered personalized financial, legal, or tax advice. Always consult with a qualified professional regarding your individual situation.
Past performance or client stories do not guarantee future results. This content discusses general planning concepts and does not represent specific client outcomes.
Investment advisory services offered through LPL Financial, an SEC-registered investment advisor. Member FINRA/SIPC.