Episode 11: Building Wealth Safely: Investment Diversification for High Net-Worth Entrepreneurs

Are you ready to unlock the secrets to financial freedom and learn how to build lasting wealth as an entrepreneur?

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Suzanne Mariga, CPA, fractional CFO, and CEO of the Mariga Group. Suzanne is a Profit First expert and author of Profit First for Minority Business Enterprises, a Publisher’s Weekly Editor’s Pick. In this engaging conversation, Suzanne dives deep into actionable strategies for wealth building, tax optimization, and creating a profitable business, drawing on her extensive experience with seven- and eight-figure entrepreneurs and top firms like Arthur Andersen and KPMG. She also shares insights from her podcast, Profit Talk, and the systems that have changed the financial trajectory of countless businesses.

Key Takeaways: → Learn ways to ensure profitability from the start. → How to identify and cut unnecessary costs to maximize your cash flow. → Discover how to hire family members, implement 401(k) vesting schedules, and use tax-efficient investments to build generational wealth. → Why create automated systems to save and invest regularly, even during uncertain market conditions. → Way to reinforce financial accountability and focus on high-ROI reinvestments.

More from Suzanne Mariga and the Mariga Group: Website: https://marigagroup.com/ Listen: The Profit Talk Read: Profit First For Minority Business Enterprises LinkedIn: @susannemariga Instagram: @susanne.mariga

Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions

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