Blog
Why Making Money Isn’t Enough: The Shift to Owner-Investor Wealth Building
by Justin Maxwell | November 5, 2024 | Business Success, General Financial | 0 Comments
Why Business Owners Often Fall Short in Wealth BuildingThe Mindset Shift: From Owner-Operator to Owner-InvestorKey Steps to Building Generational Wealth as an Owner-InvestorMaking the Shift: From Money-Maker to Legacy BuilderConclusion: The Path to Owner-Investor...
Comprehensive Wealth Management: Why Diversifying Your Financial Strategy is Key to Long-Term Success
by Justin Maxwell | October 16, 2024 | Business Success, Exit Ready, Tax | 0 Comments
Understanding the Business Owner QuadrantShifting to the Owner-Investor MindsetThe Power of the Family Office ModelCreating Your Own Family Office EnvironmentIdentifying the Right Tax TeamProactive Tax Planning for WealthDiversifying Income and InsuranceBuilding Your...
Comprehensive Wealth Management and Exit Planning: Lessons from Youth Sports Specialization
by Justin Maxwell | September 10, 2024 | Business Success, Exit Ready, Tax | 0 Comments
The Pitfalls of Specialization in SportsThe Pitfalls of Specialization in FinanceThe Power of Diversification: A Holistic Wealth and Exit Planning TeamApplying the "What the Heck" Principle in FinanceThe Bottom Line: Comprehensive Wealth Management for Long-Term...
Business Growth and Exit Planning: Key Strategies for Success
by Justin Maxwell | September 10, 2024 | Business Success, Exit Ready | 0 Comments
1. Clarity of Vision and Long-Term Goals2. Build Scalable Systems3. Leverage Technology for a Competitive Edge4. Embrace Continuous Improvement5. Start Planning for Your Exit Early6. Avoid Reactive Exits7. Align with a Greater PurposeConclusion: Business Growth and...
Powerful Tips for Mastering Year-Round Tax Planning and Reducing Your Tax Bill
by Justin Maxwell | August 30, 2024 | Tax | 0 Comments
The Importance of Year-Round Tax PlanningIdentifying the True Tax SeasonSteps to Effective Year-Round Tax PlanningAdvanced Tax Reduction StrategiesThe Role of Specialized Tax ProfessionalsOngoing Tax Planning and Follow-UpEvaluating Your Tax TeamBig Life Financial's...
Maximize Your Wealth Potential: Aligning Your Wealth Team for Success
by Justin Maxwell | August 9, 2024 | Business Success, General Financial | 0 Comments
As business owners, we understand the importance of having a cohesive team that works together towards a common goal. But what happens when your wealth team isn’t functioning as a unified whole? Imagine this scenario: you have a group of sprinters at the starting...
How to Assemble a World-Class Family Office Team
by Justin Maxwell | August 6, 2024 | General Financial | 0 Comments
How to Assemble a World-Class Family Office Team At the level of wealth many business owners play at, it's crucial to build a family office style team of professionals. You need a comprehensive team for each area of finance, which we call departments, rather than...
Unlock Explosive Business Growth: Proven Strategies to 10X Your Company’s Value in 5 Years
by Justin Maxwell | July 25, 2024 | Exit Ready | 0 Comments
Introduction Unlock the secrets to explosive business growth and discover how to multiply your company's value tenfold in just five years. If you're a business owner with ambitious growth goals, you're in the right place. In our recent webinar, Big Life Financial’s...
Mastering Digital Marketing in Healthcare: Insights from Billion-Dollar Marketer Dennis Yu
by Justin Maxwell | February 19, 2024 | Business Success | 0 Comments
In the ever-evolving world of digital marketing, where the line between genuine engagement and fleeting gimmicks often blurs, Dennis Yu emerges as a beacon of clarity and wisdom. With an illustrious career shaping the marketing landscapes of giants like Nike, Golden...
Why Most Entrepreneurs Never Build Generational Wealth (And How to Change That)
by Justin Maxwell | June 20, 2025 | Generational | 0 Comments
Generational WealthIncome Habits Won't Build WealthThe Behaviors of Legacy BuildersWhat Generational Wealth Actually RequiresWhat Happens When You Align It AllReady to Build for More? Generational Wealth Are you a highly aspirational business owner with wealth and...
How to Build Lifetime Customer Value
by Justin Maxwell | June 19, 2025 | Business Success | 0 Comments
Lifetime Customer Value1. Create the Ladder2. Design for Retention3. Lock in Future Spend4. Use the Data5. Reinvest with Purpose Lifetime Customer Value You’re in the middle of your day when a client—someone you helped years ago—calls. Not for advice, but to...
Nippon Steel US Steel Acquisition Strategy: Bypassing Tariffs with Market Ownership
by Justin Maxwell | June 18, 2025 | Business Success | 0 Comments
Nippon Steel US Steel acquisition strategy is what happens when an industrial giant stops asking permission and starts owning the game. In June 2025, Nippon Steel acquired U.S. Steel for $14.9 billion. It wasn’t a turnaround play. It was a tariff play. They didn’t buy...
How a Virtual Family Office Transformed My Tax Strategy: Appearance on Problems to Profits Podcast
by Justin Maxwell | June 14, 2025 | Business Success, Generational | 0 Comments
The Dirty Word That’s Draining Your Net WorthFrom Rule Follower to Wealth ArchitectWhat a Virtual Family Office Actually DoesIf You Plan to Sell, You Need One NowWhy DIY Won’t Cut ItFinal Insight When I sat down with Preston Brown on the Problems to Profits podcast,...
Prepare Business for Sale: The Quiet Work That Builds Maximum Value
by Justin Maxwell | June 13, 2025 | Exit Ready | 0 Comments
Most Owners Don’t Plan to Sell. They Plan to Escape.Transferable Value Is the Only ValueThe Business Has to Graduate From YouFinancials Are Either Armor or AmmunitionYour Exit Isn’t an Event. It’s a MindsetWhen You Build for the Buyer, You Win Either WayIf You Want to...
Why the Owner-Investor Mindset Frees Business Owners From Staying Stuck
by Justin Maxwell | June 12, 2025 | Business Success, Exit Ready, Generational | 0 Comments
The Broken Lens Most Business Owners InheritWhy Income Doesn’t Equal FreedomThe Owner-Investor Mindset: A Different LensWhat Holistic Wealth Actually Looks Like1. Optimize the Business as a True Asset2. Integrate External Wealth Planning3. Design for Generational...
How the $8B Salesforce Acquisition Strategy Can Work for Your Business Too
by Justin Maxwell | May 28, 2025 | Business Success, Generational | 0 Comments
Salesforce acquisition strategy just made headlines again as they bought Informatica for $8 billion. Another monster move in the tech world, right? Something for the suits on Wall Street and the large corporates. Wrong. This deal should snap you awake. Not because...
Stop Overpaying Capital Gains Tax: Real Case, Real Results
by Justin Maxwell | May 22, 2025 | Business Success, Tax | 0 Comments
Stop Overpaying Capital Gains TaxA Real Couple. A Real Sale. A $558,000 Fork in the Road.The Bigger Win? Control. Not Just a Lower Tax Bill.1. Qualified Opportunity Zone Fund2. Drilling FundThis Isn’t About Luck. It’s About Alignment.Why This Should Worry You (Even If...
Why Every Wealth Plan Needs a Generational Giving Strategy
by Justin Maxwell | May 20, 2025 | Generational, Protection | 0 Comments
Most families give. Few Have a Generational Giving Strategy. There’s a subtle but powerful distinction between generosity and legacy. One is emotional. The other is architectural. One gives once. The other gives forever. This truth hit home for me during a powerful...
Cash Balance Plans: Why This “IRS-Approved” Strategy Might Be Costing You Millions
by Justin Maxwell | May 16, 2025 | Generational, General Financial, Tax | 0 Comments
The Hidden Cost of “IRS-Approved” (like Cash Balance Plans)Tax Strategies for Business Owners I’m going to upset some people with this article—and that’s fine by me. Because if you’re a business owner making $300K, $700K, or $1M+ per year, you deserve the truth about...