286. Build Wealth Beyond Your Business: The $566K Safety Net That Gives Her The Choice To Be Work Optional

Cubicle to CEO

Most entrepreneurs think of income as something they have to work for—but what if your investments could do the heavy lifting for you?

Today’s case study dives into how financial coach Gina Knox built a wealth portfolio that gives her financial freedom, allowing her to work because she wants to, not because she has to. With seven accounts in her portfolio—including IRAs, a 401K, a crypto wallet, and a personal brokerage—she’s created a passive income safety net that relieves pressure on her business.

From leveraging index funds to understanding the tax advantages of different investment vehicles, Gina shares how she strategized her wealth portfolio to generate enough funds to keep her financially stable, even if she didn’t work for the next 14 years.

If you’ve ever worried about how to fund maternity leave, step away from your business, or prepare for the unexpected, this episode is packed with practical investment strategies that every entrepreneur should know. Keep listening to learn how to build wealth beyond your business.

Connect with Gina:

• Subscribe to the Small Business Big Money Podcast: https://ginaknox.co/podcast/
• https://ginaknox.co/email-list
• IG: @ginaknox

Resources:

• This Wealth Advisor’s Investment Strategy To Grow A $15M Portfolio And Retire On $165K/Year: https://link.chtbl.com/7BuSVxwt
• Retirement For Entrepreneurs Series: Investing In Real Estate To Retire By 40 With $300K/Year: https://link.chtbl.com/cubicletoceo
• How Much Is Enough In Your Business? Wealth Advisor Shares Shocking Truth: https://link.chtbl.com/U05UjFBx
• CEO Collective Expert Roundtable #1: https://link.chtbl.com/TvHTGsdH
• CEO Collective Expert Roundtable #2: https://link.chtbl.com/62Dz42kh
• CEO Collective Expert Roundtable #3: https://link.chtbl.com/J20mpUf7
• CEO Collective Expert Roundtable #4: https://link.chtbl.com/UIlpkND6
• Money with Katie Podcast: https://podcast.moneywithkatie.com/

Iconic business leaders all have their own unique genius. Take this quick 10 question quiz to uncover your specific CEO style advantage: https://ellenyin.com/quiz

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