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Content provided by A.J. Lawrence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by A.J. Lawrence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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How to Build a Personal Capital Stack with Mark Cecchini, Quadrant Capital

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Manage episode 489466361 series 2415578
Content provided by A.J. Lawrence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by A.J. Lawrence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Your business is growing—but is your personal wealth strategy keeping up?

In this episode, I sit down with Mark Cecchini, a wealth advisor who works with high-growth founders, to break down what it really means to build a personal capital stack.

🎧 We cover:

  • Why “just invest in Vanguard” isn’t a real plan
  • How to make decisions when income’s uneven
  • What to do with cash that’s sitting idle
  • When to stop DIY’ing and bring in a pro

If you’ve ever felt behind on your own wealth strategy, this one’s a must-listen.

Want help finding clarity, control, and momentum in your business? Let's grow beyond the plateau together. ⟶ Chat with A.J.

🔗 Resources + Guest Links:

  continue reading

304 episodes

Artwork
iconShare
 
Manage episode 489466361 series 2415578
Content provided by A.J. Lawrence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by A.J. Lawrence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Your business is growing—but is your personal wealth strategy keeping up?

In this episode, I sit down with Mark Cecchini, a wealth advisor who works with high-growth founders, to break down what it really means to build a personal capital stack.

🎧 We cover:

  • Why “just invest in Vanguard” isn’t a real plan
  • How to make decisions when income’s uneven
  • What to do with cash that’s sitting idle
  • When to stop DIY’ing and bring in a pro

If you’ve ever felt behind on your own wealth strategy, this one’s a must-listen.

Want help finding clarity, control, and momentum in your business? Let's grow beyond the plateau together. ⟶ Chat with A.J.

🔗 Resources + Guest Links:

  continue reading

304 episodes

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