To Success

The Secrets to Building Wealth: How to Maximize Financial Returns! πŸ’°Expert Advice for Your Future πŸ’ŽπŸ’‘ with JR Gondeck from The Lerner Group at Hightower Advisors

βœ… JR Gondeck discusses the importance of learning from mistakes and not rushing into decisions when building a business.

βœ… He highlights the need for entrepreneurs to focus on the long-term scope of their investment strategy and consider the broader aspects of wealth, including insurance, mortgages, estate planning, and family communication.

βœ… JR emphasizes the significance of proper planning and education in avoiding the loss of wealth between generations.

βœ… He advises entrepreneurs to not be afraid to start, step out of their comfort zones, and be willing to give up certain comforts for the potential rewards of building a business.

βœ… JR emphasizes the importance of holistic thinking, including legal and tax considerations, when structuring a business.


In this episode 133 of "Failing to Success", JR Gondeck of The Lerner Group at Hightower Advisors shares valuable insights on building a successful business and maximizing wealth through proper planning. JR emphasizes the importance of learning from mistakes and not rushing into decisions, especially during transitions from big firms to smaller entrepreneurial environments.

He highlights the need for entrepreneurs to take a holistic approach to their investment strategy, considering not only stocks and real estate but also aspects like insurance, mortgages, and estate planning. JR emphasizes the critical role of family communication in preserving wealth between generations and avoiding duplicate planning or lost opportunities.

JR discusses the concept of the wealth return, which encompasses the comprehensive planning, business structure, and financial goals that contribute to long-term success. He encourages entrepreneurs to be willing to take risks and step out of their comfort zones while keeping a disciplined and long-term perspective.

JR further emphasizes the importance of early education on financial matters and involving children in the process of saving and investing. He discusses the challenges faced in the current environment, such as the banking overhang and the impact of remote work on office real estate. He suggests investing in sectors with job creation and wage growth while avoiding sectors with potential challenges.

Overall, JR's insights provide entrepreneurs with valuable guidance on building a successful business, planning for wealth preservation, and navigating the complexities of the financial landscape.


Website links:

JR Gondeck from The Lerner Group at Hightower Advisors:

Chad Kaleky from Cosmic Design:


00:00:00 Highlights

00:00:22 Intro

00:00:33 Not Rushing Decisions

00:02:30 Wealth Return

00:04:35 Having a Long-Term Investment Strategy

00:08:06 Teaching Your Kids Financial Competency

00:12:08 Contact JR

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