Financial Planning as a Safety Net, With Joseph Lombardi

Filed in Podcasts, Previous Episodes on March 19, 2024

Lessons from losing a $15 million family business and the importance of robust financial safeguards.

This episode focuses on the critical role of financial planning in safeguarding businesses and personal assets.

Joseph Lombardi shares strategies for creating robust financial safeguards that protect against unexpected challenges, emphasizing the importance of preparedness and resilience for entrepreneurs.

Learn how to secure your business’s future and prevent financial crises through effective planning and foresight.

Tune in to hear Joseph’s thoughts on:

  • Can you share the story behind the loss of your family’s $15 million business and how that experience shaped your approach to financial planning?
  • What are the key components of a robust financial safety net for entrepreneurs and small business owners?
  • What common financial planning mistakes do you see entrepreneurs make, and how can they avoid them?
  • In your experience, how important is it for entrepreneurs to integrate personal financial planning with their business financial strategies?
  • What advice do you have for business owners who feel overwhelmed by the complexity of financial planning?
  • What motivated you to write your books, and how do they complement your mission at Ironhawk Financial?
  • And much, much more!

Invitation From Guest:

Get a free copy of Joseph’s books that are sold on Amazon. Email Joe with the subject line: Free Books

About This Guest: ()

Joseph Lombardi is an acclaimed financial expert and managing partner at Ironhawk Financial, renowned for his profound dedication to financial resilience and education. His journey in finance, deeply influenced by personal family tragedies, has made him a passionate advocate for robust financial planning, especially for individuals and business owners in blue-collar industries. Author of significant works like "There's a Better Way than a 401k" and "Being Your Own Bank," and featured in publications like the International Business Times and The Blue Book Network's Who's Who, Joseph's expertise is widely recognized. His impressive array of accolades, including repeated honors at the Leaders Conference and the prestigious Royal Blue Conference, speaks to his unwavering commitment to protecting and empowering clients against unforeseen financial crises. At Ironhawk Financial, Joseph embodies a mission to safeguard and educate, ensuring his clients' financial security and long-term prosperity.