Financial Rules of Investing
5 Core Rules for Entrepreneurs to Build Personal Wealth
A simple framework to grow, protect, and sustain the wealth your business helps you create.
Rule #1: Pay Yourself First
Your business may be your passion—but your future depends on consistent personal wealth-building.
- Treat personal savings like a non-negotiable monthly bill.
- Automate contributions to retirement, investment, or tax-advantaged accounts.
- Build wealth outside your business so you’re not reliant on a single source.
Rule #2: Buy Assets, Not Liabilities
Entrepreneurs often reinvest heavily in operations, but long-term wealth comes from owning true appreciating assets.
- Prioritize investments that grow—real estate, equities, private equity, gold/silver, or income-producing assets.
- Avoid purchasing items that drain cash without providing value.
- Make sure each major purchase has a return—financial or strategic.
Rule #3: Build Multiple Streams of Wealth
Your business is one powerful engine—but it shouldn’t be the only one.
- Create personal investment streams that grow regardless of business cycles.
- Diversify into markets and assets that hedge business risk.
- Allow personal wealth to grow even when the business is temporarily flat or reinvesting profits.
Rule #4: Protect Your Downside Like a Professional
Entrepreneurs face unique financial risk—your personal wealth plan should eliminate unnecessary surprises.
- Use tax planning, entity structure, and strategic advisors to legally keep more of what you earn.
- Manage risk with life, disability, and business-continuity insurance.
- Ensure your personal assets and business assets stay legally separated.
Rule #5: Have a Plan for Your Legacy—Not Just Today
Your business is part of your story, but your legacy is built intentionally.
- Create a will, trust, and succession plan early—then update it as the business grows.
- Make sure your wealth can transfer smoothly to your family or chosen beneficiaries.
- Build investments and assets that outlast your entrepreneurial career.
Your Business Drives Income
Your Plan Builds Wealth
If you’d like a personalized wealth strategy tailored to your business, your taxes, and your long-term goals, we’re here to help.
FAQ's
Most Popular Questions
Aliquam nascetur phasellus per neque ad integer lobortis dolor. Eleifend sapien a vel cras quisque.
Rutrum natoque class nascetur id metus volutpat massa tincidunt vivamus mauris. Sed aptent purus pulvinar pellentesque dis sodales dui phasellus.
Rutrum natoque class nascetur id metus volutpat massa tincidunt vivamus mauris. Sed aptent purus pulvinar pellentesque dis sodales dui phasellus.
Rutrum natoque class nascetur id metus volutpat massa tincidunt vivamus mauris. Sed aptent purus pulvinar pellentesque dis sodales dui phasellus.
Rutrum natoque class nascetur id metus volutpat massa tincidunt vivamus mauris. Sed aptent purus pulvinar pellentesque dis sodales dui phasellus.
Rutrum natoque class nascetur id metus volutpat massa tincidunt vivamus mauris. Sed aptent purus pulvinar pellentesque dis sodales dui phasellus.
Rutrum natoque class nascetur id metus volutpat massa tincidunt vivamus mauris. Sed aptent purus pulvinar pellentesque dis sodales dui phasellus.