In this episode, Brandon Day, CFP takes us behind the curtain of billion dollar investing to talk about what it really takes to grow and protect wealth as a business owner. We dig into the strategies behind his most successful clients covering everything from the cash vs. accrual debate and the hard business truths most entrepreneurs avoid, to why fractional CFOs can be game changers. We also explore how to craft smart cash balance plans and adapt your investment strategy to meet shifting market conditions.

Along the way, Brandon shares the tools, resources, and financial frameworks that allow entrepreneurs to make their money work harder so they can focus on scaling their companies and growing the bottom line. Whether you’re a founder, an investor, or just serious about building long-term wealth, this conversation is packed with insights you can put to work immediately.