Visit pamjordan.com to schedule a call with our team.✖️✖️✖️In this episode of Pivot to Profit, Pam Jordan sits down with attorney, entrepreneur, and business strategist Mona Reza for an honest, insightful conversation about money mindset, legal strategy, and building lasting wealth as a business owner. With over 25 years of experience spanning estate planning, trust administration, and business consulting—especially for healthcare practices—Mona shares her journey from communications major to law school, and how helping her husband’s medical practice triple its revenue opened her eyes to the unique financial and legal challenges entrepreneurs face.Pam and Mona dive into:– The mindset blocks around money, humility, and “charging what you’re worth”—especially for women and healthcare professionals– How Mona uncovered tens of thousands of dollars in “low-hanging fruit” by simply looking under the hood of her husband’s business– The critical importance of planning for success, not just survival—including operating agreements, buy-sell planning, and intellectual property protection– Why estate planning is about much more than taxes, and how trusts can protect your business, family, and legacy from probate, creditors, and unintended heirs– Common mistakes female founders make in business and estate planning—and how to build a team of advisors who truly understand entrepreneurs– The real-life impact of clear communication, family discussions, and setting expectations to preserve relationships and wealth across generations– Plus, Mona shares rapid-fire insights on profit vs. growth, the business expense she’ll never cut, and what financial freedom means for her family.✖️✖️✖️💡 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.Mona Reza is an experienced attorney, entrepreneur, and founder of Stellar Five Legal and Stellar Five Consulting, specializing in estate planning, business planning, and empowering women founders to protect and grow their wealth.✖️✖️✖️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://www.youtube.com/watch?v=Y1mvyHCnFWY– How To Hire Your Kids To Immediately Reduce Your Taxes! (Step by Step): https://www.youtube.com/watch?v=6nKN_AD21kQ– $15000 IRS Loophole for Parents (Legal But Nobody Does It): https://www.youtube.com/watch?v=iardyOuyxxo✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfo?sub_confirmation=1LinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Want to know if your business and family are protected with the right legal and estate planning strategies? Have questions about money mindset, trusts, or building a legacy? Let us know what you’d like to explore next!✖️✖️✖️Key Takeaways from This Episode:– Know your numbers: Facing your finances—no matter how scary—always puts you in a position of strength.– Money mindset matters: Overcoming beliefs around humility, worth, and charging for your value is essential for growth.– Plan for success, not just survival: Get your operating agreements, buy-sell plans, and intellectual property protection in place early.– Estate planning is about more than taxes: Trusts can protect your assets from probate, creditors, and unintended heirs, and help preserve family harmony.– Build your team: Work with attorneys, accountants, and financial planners who understand entrepreneurs and collaborate for your best outcome.– Communication is key: Honest family discussions and clear expectations prevent conflict and protect relationships and wealth for future generations.Remember: It’s not what you make—it’s what you keep. Take control of your numbers, your legal strategy, and your legacy!

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