Visit https://www.pamjordan.com to work with Pam’s team.

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In this episode of Pivot to Profit, CFO Pam Jordan sits down with financial strategist Ryan Morehead to break down how entrepreneurs should actually think about wealth, liquidity, and long-term cash flow.

Ryan explains why chasing net worth targets like “$10 million” often misses the point—and how business owners can create predictable retirement cash flow without sacrificing liquidity or taking unnecessary risk.

Pam and Ryan unpack common founder mistakes like hoarding cash, misunderstanding retirement planning, and relying on hope instead of math—while showing how smart strategy helps entrepreneurs keep more of what they earn.

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You’ll learn:

• Why cash flow matters more than net worth

• Where entrepreneurs should—and shouldn’t—park capital

• Why most retirement strategies miss the real goal

• How business owners should think differently about wealth

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Connect with Ryan Morehead:

Phone/Text: 832-362-0231

Email: [email protected]

Instagram: https://www.instagram.com/financial.ryan/

LinkedIn: https://www.linkedin.com/in/ryanjmorehead/

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Want More Financial Clarity?

YouTube: https://www.youtube.com/@pamjordancfo

LinkedIn: https://www.linkedin.com/in/pamjordan

Instagram: https://www.instagram.com/pamjordancfo/

Facebook: https://www.facebook.com/PamjordanCFO/

Remember—it’s not what you make that matters, it’s what you keep.