Sign up to save your podcasts
Or
Share Break Money Myths & Build Generational Wealth | Justin Maxwell
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Break Money Myths & Build Generational Wealth | Justin Maxwell
Visit https://www.pamjordan.com to schedule a call with our team.
✖️✖️✖️
In this episode of Pivot to Profit, Pam Jordan sits down with Justin Maxwell—partner at Big Life Financial, fractional family office leader, and advocate for building wealth that lasts for generations. Justin shares his powerful journey from teenage landscaping gigs (and the money myths they carried) to becoming a trusted advisor for entrepreneurs who want both profit and peace.
They dig into the truth behind financial independence for business owners—why betting everything on a “big exit” is a dangerous gamble, and how to start building a safety net of cash reserves, alternative investments, and tax-savvy strategies now.
Pam and Justin explore:
–Breaking free from limiting money beliefs and redefining what “wealth” means for your family
– Why most founders need to “take chips off the table” long before they think they do
–Profit vs. growth: when to prioritize one over the other for sustainable success
–The mindset shift from operator → CEO → owner-investor
–Justin’s vision for a 150-year family legacy rooted in values, education, and stewardship of wealth
–How integrating faith, traditions, and financial literacy can transform the next generation into wise wealth builders, not consumers
This conversation is a must-listen for entrepreneurs stuck in the “golden cage” of business ownership—ready to create not just a livelihood, but a legacy.
✖️✖️✖️
Meet the Experts:
Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.
Justin D. Maxwell is a partner at Big Life Financial, specializing in advanced tax strategy, wealth protection, and exit planning. He helps business owners keep more of what they earn, scale profitably, and create lasting generational impact.
Connect with Justin:
Instagram: @justin_d_maxwell
LinkedIn: Justin Maxwell
✖️✖️✖️
Recommended Videos:
If you liked this episode, you'll love these videos:
– How to Put Your Kids on Payroll and Save Thousands in Taxes: https://youtu.be/Y1mvyHCnFWY?si=hR-Gh6VOZ6d63imE
– Mistakes Families Make When Trying to Build Generational Wealth: https://youtu.be/ECTeVU2sUq0?si=X7K5HK3J5ZFZly1W
– The Profit First Method: How to Pay Yourself and Save Taxes: https://youtu.be/SC5pY0AxVPA?si=PDHdKNECj6ITwbT6
✖️✖️✖️
Key Takeaways from This Episode:
–Don’t wait for the “perfect time” to diversify wealth—start removing risk from your business early.
– Profit beats unchecked growth when building stability and freedom.
– Your business is an investment, not your entire identity or net worth.
–Generational wealth requires more than money—it needs vision, values, and intentional planning.
– Legacy planning starts now, not someday.
Remember: It’s not what you make—it’s what you keep. (And wealth without freedom isn’t wealth.)
View all episodes
By Pam JordanVisit https://www.pamjordan.com to schedule a call with our team.
✖️✖️✖️
In this episode of Pivot to Profit, Pam Jordan sits down with Justin Maxwell—partner at Big Life Financial, fractional family office leader, and advocate for building wealth that lasts for generations. Justin shares his powerful journey from teenage landscaping gigs (and the money myths they carried) to becoming a trusted advisor for entrepreneurs who want both profit and peace.
They dig into the truth behind financial independence for business owners—why betting everything on a “big exit” is a dangerous gamble, and how to start building a safety net of cash reserves, alternative investments, and tax-savvy strategies now.
Pam and Justin explore:
–Breaking free from limiting money beliefs and redefining what “wealth” means for your family
– Why most founders need to “take chips off the table” long before they think they do
–Profit vs. growth: when to prioritize one over the other for sustainable success
–The mindset shift from operator → CEO → owner-investor
–Justin’s vision for a 150-year family legacy rooted in values, education, and stewardship of wealth
–How integrating faith, traditions, and financial literacy can transform the next generation into wise wealth builders, not consumers
This conversation is a must-listen for entrepreneurs stuck in the “golden cage” of business ownership—ready to create not just a livelihood, but a legacy.
✖️✖️✖️
Meet the Experts:
Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.
Justin D. Maxwell is a partner at Big Life Financial, specializing in advanced tax strategy, wealth protection, and exit planning. He helps business owners keep more of what they earn, scale profitably, and create lasting generational impact.
Connect with Justin:
Instagram: @justin_d_maxwell
LinkedIn: Justin Maxwell
✖️✖️✖️
Recommended Videos:
If you liked this episode, you'll love these videos:
– How to Put Your Kids on Payroll and Save Thousands in Taxes: https://youtu.be/Y1mvyHCnFWY?si=hR-Gh6VOZ6d63imE
– Mistakes Families Make When Trying to Build Generational Wealth: https://youtu.be/ECTeVU2sUq0?si=X7K5HK3J5ZFZly1W
– The Profit First Method: How to Pay Yourself and Save Taxes: https://youtu.be/SC5pY0AxVPA?si=PDHdKNECj6ITwbT6
✖️✖️✖️
Key Takeaways from This Episode:
–Don’t wait for the “perfect time” to diversify wealth—start removing risk from your business early.
– Profit beats unchecked growth when building stability and freedom.
– Your business is an investment, not your entire identity or net worth.
–Generational wealth requires more than money—it needs vision, values, and intentional planning.
– Legacy planning starts now, not someday.
Remember: It’s not what you make—it’s what you keep. (And wealth without freedom isn’t wealth.)