Sometimes It’s Personal, Sometimes It’s Business: How To Separate Family Money From Business Money Wisdom For Wealth. For Life. podcast

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Sometimes It’s Personal, Sometimes It’s Business: How to Separate Family Money from Business Money

2d ago 53:06

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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 a managing director and senior partner from Blue Trust, Greg Gilbert, to discuss the financial complexity that comes with business ownership. During their conversation, the two discussed how business owners can simultaneously achieve peace of mind, family harmony, and the ability to make wise stewardship decisions with the resources God has entrusted to them.
Key Takeaways:
1. Without clear, documented objectives, it’s impossible to make strategic decisions about how resources should flow between business and personal finances.
2. Creating intentional boundaries between business money and family money can help owners ensure each dollar has a defined purpose aligned with their overall financial strategy.
3. Knowing how much is enough helps determine whether you’re building a lifestyle business or planning an exit, which directly impacts future decisions.

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#Trading #Religion #Christianity #Business #Ronald Blue Trust #Podcasting Education #Christian Financial Advisors #Wealth Management #Financial Planning #Fiduciary Advisors