Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies

About Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies

You've built a successful business, but are you managing your wealth like the ultra-wealthy do? Hosts Jim Dew and Bryce Keffeler bridge the gap between entrepreneurial success and billionaire-level wealth strategies. Each episode delivers actionable insights on tax optimization, coordinated wealth planning, and sophisticated financial strategies typically reserved for family offices now accessible to successful entrepreneurs. Learn how to protect what you've built, minimize your tax burden, and create lasting legacy wealth.

Publisher

Dew Wealth Management

Category

business

Language

en

Explicit

No

First episode

22 Oct 2025

Latest episode

12 Aug 2026

Latest episodes

23 episodes in the feed.

1. 

   12 Aug 2026

   Episode 123: Billionaire Wealth Strategies for Entrepreneurs | Chapter 8

   Building a business is only half the equation. Knowing how to sell it, and how to maximize its value before you do, is where real wealth is made. Equity, not income, is how many entrepreneurs create lasting wealth. Jim and Bryce walk through the process of selling a business, from assembling the right M&A team to navigating due diligence, understanding your valuation, and doing the tax and estate planning that should happen before the deal closes. It also covers what happens after a liquidity event, including the financial and personal dynamics many entrepreneurs aren't prepared for, and why planning ahead of time matters far more than many people expect. Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies Connect with us: Website: https://dewwealth.com/ LinkedIn: https://www.linkedin.com/company/dew-wealth-management/ DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances. The presenters are Jim Dew, Founder and CEO, and Bryce Keffeler, Managing Partner of Dew Wealth Management, LLC, a registered investment adviser. The content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any real estate, insurance contracts, securities, or other investment vehicles. Jim Dew and Bryce Keffeler do not endorse any specific investments, investment strategies, advisors, or financial service firms. Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.

2. 

   29 Jul 2026

   Episode 122: Billionaire Wealth Strategies for Entrepreneurs | Chapter 7

   The Linchpin Partner® concept, modeled after how billionaire family offices operate, centers on having one trusted advisor serve as the quarterback of your financial team: coordinating attorneys, CPAs, investment advisors, and other specialists on your behalf. When evaluating someone for that role, three factors can be especially important: experience working with entrepreneurs, years of real-world expertise, and a commitment to acting in a fiduciary capacity. Uncover how an advisor approaches these responsibilities and whether they are equipped to coordinate the many moving pieces of your financial life. Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies Connect with us: Website: https://dewwealth.com/ LinkedIn: https://www.linkedin.com/company/dew-wealth-management/ DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances. The presenters are Jim Dew, Founder and CEO, and Bryce Keffeler, Managing Partner of Dew Wealth Management, LLC, a registered investment adviser. The content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any real estate, insurance contracts, securities, or other investment vehicles. Jim Dew and Bryce Keffeler do not endorse any specific investments, investment strategies, advisors, or financial service firms. Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.

3. 

   15 Jul 2026

   Episode 121: Billionaire Wealth Strategies for Entrepreneurs | Chapter 6

   Your accountant files your taxes. Your attorney drafts documents. Your banker loans you money. But who's making sure they're all working together on your behalf? Learn how to build the right team of financial professionals, spot warning signs before they become costly mistakes, and understand why entrepreneurs shouldn't be the ones coordinating every moving piece. By asking the hard questions about each professional on your team, you'll gain a clear picture of what a fully functioning wealth wheel looks like and how the Fractional Family Office® model helps keep it running smoothly. Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies Connect with us: Website: https://dewwealth.com/ LinkedIn: https://www.linkedin.com/company/dew-wealth-management/ DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances. The presenters are Jim Dew, Founder and CEO, and Bryce Keffeler, Managing Partner of Dew Wealth Management, LLC, a registered investment adviser. The content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any real estate, insurance contracts, securities, or other investment vehicles. Jim Dew and Bryce Keffeler do not endorse any specific investments, investment strategies, advisors, or financial service firms. Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.

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Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

2 ratings

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Guest appearances

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