Episode Details

Discover the secrets to building generational wealth now with insights from Shona Bell of Beyond Freedom Financial, a certified public accountant and entrepreneur previous guest featured on the I AM CEO Podcast. In this episode, Shauna shares a powerful CEO Nugget about leveraging tax strategies, financial planning, and unique tools like creating your own family bank to grow wealth and establish a legacy. She emphasizes the importance of mindset, financial awareness, and intentional planning to achieve true financial freedom and impact future generations. Gresh of Blue Star Franchise (http://bluestarfranchise.com) and Shona talk about various ways that entrepreneurs can consider in building wealth like franchising and real estate.

This conversation ties directly into the Financial and Strategy pillars, offering actionable advice on how Builders can start creating wealth today—whether through strategic tax planning, leveraging life insurance for investments, or educating their families about wealth-building tools. Shauna’s journey highlights how entrepreneurs can balance freedom, family, and financial success while avoiding common pitfalls.

Full Interview: https://ceochat.co/interview/chat115-secrets-to-building-generational-wealth-now/