Why Entrepreneurs Outgrow One Size Fits All Financial Advice (Ep. 2)
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Why Entrepreneurs Outgrow One Size Fits All Financial Advice (Ep. 2)
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As your business grows, your financial life gets more complex. This episode explores why successful entrepreneurs often outgrow traditional, siloed financial advice, and what an integrated approach can unlock instead.
In this episode of The Pleasant Street Pod, host Taylor Nissi, CFP®, CEPA, sits down with Bill Tucker to share the story behind Pleasant Street Wealth Advisors, the meaning behind the pineapple logo, and the planning philosophy built for growth-focused entrepreneurs and executives.
Taylor discusses:
- Why Pleasant Street Wealth Advisors was founded, and how family, values, and vision shaped the firm
- What “the burden of success” looks like for entrepreneurs, executives, and business owners
- Why siloed advice creates gaps in tax, estate, and risk planning over time
- How the Strategic Wealth Operating System brings structure, cadence, and integration to personal wealth
- And more!
Resources:
- Strategic Wealth Scorecard (2-minute assessment): Strategic Wealth Score Card
Connect with Taylor Nissi:
- Pleasant Street Wealth Advisors
- LinkedIn: Taylor Nissi CFP®, CEPA
- Book some time with Taylor (Book 20 Minute Strategy Call)
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