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#24: How a Marine Veteran Built Wealth, Legacy & Telehelping with Cody Hall
What if wealth wasn’t just what you make… but what you walk away with?
Marine veteran and serial entrepreneur Cody Hall, founder of Tele-helping, joins the show to share how post-exit wealth strategy, intentional risk, and values-based decision-making shaped his financial life.
Covered in this episode:
Managing wealth post-exit: liquidity, trusts, and tax strategy
Diversifying across real estate, equities, and strategic equity investments
Transforming a virtual assistant staffing business into a consulting model
Balancing high income, personal values, and long-term financial control
Why putting impact over growth changed everything
Perfect for founders, investors, and anyone redefining success on their own terms.
Ideal for: Founders, investors, and high-income professionals redefining success beyond the spreadsheet.
Featuring: Dan Pascone & Cody Hall
🧠 Build a life you don’t need to escape from, listen now.
🔗 makingsenseofyourmoney.com
#Telehelping #VeteranEntrepreneur #FinancialClarity #PodcastEP24 #DanPascone
View all episodes
By Dan PasconeWhat if wealth wasn’t just what you make… but what you walk away with?
Marine veteran and serial entrepreneur Cody Hall, founder of Tele-helping, joins the show to share how post-exit wealth strategy, intentional risk, and values-based decision-making shaped his financial life.
Covered in this episode:
Managing wealth post-exit: liquidity, trusts, and tax strategy
Diversifying across real estate, equities, and strategic equity investments
Transforming a virtual assistant staffing business into a consulting model
Balancing high income, personal values, and long-term financial control
Why putting impact over growth changed everything
Perfect for founders, investors, and anyone redefining success on their own terms.
Ideal for: Founders, investors, and high-income professionals redefining success beyond the spreadsheet.
Featuring: Dan Pascone & Cody Hall
🧠 Build a life you don’t need to escape from, listen now.
🔗 makingsenseofyourmoney.com
#Telehelping #VeteranEntrepreneur #FinancialClarity #PodcastEP24 #DanPascone