FINANCIAL WELL-BEING FOR ENTREPRENEURS
Financial well-being for entrepreneurs often means having a successful business that lets you draw a steady paycheck with benefits.
But there is really more to it than that according to our guest, Wayne Titus III, who literally wrote a book on the subject.
Let’s find out what he means and what we can do to improve our own financial well-being.
What You’ll Discover About Financial Well-Being for Entrepreneurs (highlights & transcript):
* #1 Thing entrepreneurs need to achieve financial well-being
* 3 Types of financial advisors every entrepreneur needs to know about
* Most important thing to look for when selecting an advisor to achieve financial well-being
* Dangers of financial advice not being coordinated and integrated
* What entrepreneurs fail to take advantage of that can improve their financial well-being
* Why financial well-being for entrepreneurs requires a team of advisors
* And much MORE.
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Guest: Wayne Titus III, CPA
Wayne Titus has been involved in the financial services industry since 1991. He served as the founding partner of AMDG Financial and AMDG Tax & Accounting from 2002 until it joined with Savant in 2021. Before founding AMDG Financial, Wayne was a senior manager for PwC, where he was responsible for developing and implementing the information technology and business process audit approach in support of both financial statement audit and consulting projects for various Fortune 50 clients. At the time of the Price Waterhouse and Coopers and Lybrand merger, he worked at integrating these approaches on the international team in London. Wayne also served as financial audit and systems control manager for Ernst & Young.
Wayne earned a bachelor of arts degree in business administration from Grove City College in PA, a bachelor of science degree in accounting from the University of South Florida, and a master of science degree with honors in employee benefits from John Marshall Law School (now University of Illinois Chicago School of Law). He is a Certified Public Accountant and earned the Personal Financial Specialist credential, and he is an Accredited Investment Fiduciary Analyst® (AIFA®). He is past chair and member of the Michigan Association of Certified Public Accountants’ Financial Literacy Task Force.
Wayne is a member of Rotary International and served as the district governor and club president for Rotary District 6400. He volunteers as an accelerator coach for Entrepreneurs’ Organization. Wayne authored the book, The Entrepreneur’s Guide to Financial Well-Being, and loves to educate others on financial, tax and investment topics by writing columns and through public speaking.
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Contact Wayne and connect with him on LinkedIn and Twitter.
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