Ep. 10 Business Baby to Biggest Asset with Wendy Brookhouse
In this episode of the Legacy Branding Podcast, Laura Beauparlant sits down with Wendy Brookhouse, a certified financial planner, author, and host of The Real Bottom Line podcast. Wendy shares her innovative approach to financial planning for entrepreneurs, emphasizing how your business can be transformed from your "baby" into your most valuable asset.
Discover practical insights on maximizing business value, planning for long-term wealth, and redefining financial freedom. Wendy dives into behavioral finance, strategic retirement planning, and her Total Wealth Accelerator program, offering tools to help entrepreneurs unlock their financial potential.
Whether you're planning for a future transition, looking to build lasting wealth, or seeking clarity on your financial path, this episode is packed with actionable advice to help you create a legacy while living a life of joy and confidence.
Tune in and take the next step toward building your wealth through your business!
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Wendy Brookhouse
Certified Financial Planner, Certified Business Value Builder, Executive MBA and Author
Wendy’s innovative approach to financial planning incorporate all aspects of your life, including your business. Her emphasis on behavioral finance and removing friction points ensures plans ARE implemented. She believes in providing clarity and simplicity while meeting people where they are – and then showing them the path to wealth and total money confidence.
Being holistic with business owners means showing them the value of their business and how they can maximize it, giving them the tools and strategies to increase their wealth, and leading a life of joy now and in the future.
Wendy is regularly featured in the Globe and Mail, Financial Post, and leading podcasts.
Book: Burn Your Budget – How to Spend Your Way to Financial FreedomPodcast:The Real Bottom Line, a top 10% podcast
Website: Black Star Wealth
LinkedIn: Wendy Brookhouse -
00:00 Introduction to Legacy Branding Podcast
00:48 Meet Wendy Brookhouse: Financial Planning Expert
01:25 The Emotional Transition from Business Baby to Asset
04:20 Redefining Retirement: A New Perspective
07:34 Holistic Financial Planning: Beyond the Numbers
10:13 Burn Your Budget: A New Approach to Personal Finances
16:09 Navigating Off-Plan Decisions
17:00 Personal Example: Raptors Game Experience
18:22 Valuing Experiences Over Material Gifts
19:21 Supporting Entrepreneur Couples
21:30 Balancing Business and Personal Life
23:25 Defining and Building Your Legacy
28:50 Assessment Tool for Business Founders
30:22 Total Wealth Accelerator Program
31:09 Conclusion and Contact Information