In this engaging interview, Barbara Weltman, a seasoned attorney and small business expert, shares her journey from practicing law to providing invaluable tax, financial, and legal advice to small business owners.

She emphasizes the importance of proper business management, particularly in tax planning and record-keeping.

Barbara also highlights common mistakes small business owners make and stresses the necessity of maintaining separate business accounts and good records to avoid legal and financial pitfalls.

In this insightful interview, Justin, a wealth and tax strategist at Big Life Financial, shares how his firm assists business owners across the U.S. in retaining and growing their wealth.

Justin emphasizes the importance of shifting from a traditional business owner mindset to that of an investor.

By adopting this perspective, business owners can better identify and address financial inefficiencies, automate savings, and strategically deploy resources to drive growth.

He advocates for creating a team of experts, rather than relying on a single advisor, to ensure comprehensive financial planning and wealth maximization.

Philip has been a digital entrepreneur since the age of 16, when he started in the online gaming space with friends.

From flipping websites and selling advertising space to running live events, he’s since gone on to build marketing automation campaigns for billion-dollar brands and developed platforms and mobile Apps.

After breaking his neck playing rugby in January 2020 and losing 50% of his business through the COVID lockdowns, Philip has since redesigned his company to focus on leverage. He uses his skills and experience to help others.

He’s written the bestselling book “Finally Find Freedom” in the self-help space and helps female coaches and course creators solve the tech headache to save time and earn more.