
Wealth Factory invites ATG to talk about the importance of structuring business entities for optimal protection and tax efficiency. Expert Tony Dixon discusses various entity structures, the prosperity protection paradox, and strategies for minimizing tax burdens while maximizing asset protection.
Jan 14
56 min

Wealth Factory with Strategy West focuses on innovative strategies for college funding, emphasizing the importance of understanding financial aid, the FAFSA process, and appealing college financial offers. The speakers discuss the role of test preparation and academic support in enhancing students' chances of success, as well as the benefits of the eCollege Pro program.
Jan 13
1 hr 2 min

Ryan Scott from VYDE discusses the intricacies of bookkeeping and tax services for small businesses. He explains the importance of understanding financial reports, maximizing deductions, and choosing the right business structure.
Jan 12
47 min

Wealth Factory invites JJ Childers to discuss the importance of wealth preservation and estate planning, emphasizing that everyone has an estate and needs a plan. He explains the probate process, the significance of trusts, and the upcoming great wealth transfer, which is expected to see $45 trillion change hands in the next decade.
Jan 9
51 min

Wealth Factory and Dylan discusses his journey in wealth management, emphasizing the importance of individualized financial strategies. He shares insights on investment options for both W2 employees and entrepreneurs, highlighting the significance of investing in oneself and understanding the purpose behind each investment. The discussion also covers the quadrant strategy for managing investments, risk management, and the necessity of diversification in financial planning.
Jan 8
48 min

Diving into the intricacies of credit scores and repair, featuring expert insights from Steve White of American Credit Repair. The discussion covers the importance of understanding credit scores, strategies for improvement, dealing with collections, and the overall process of credit repair.
Jan 7
43 min

In this conversation, Norm Westervelt, CEO of Wealth Factory, discusses the concept of economic independence, emphasizing its importance for entrepreneurs. He defines economic independence as more than just financial security, highlighting the need for personal clarity on what it means to each individual. The discussion covers navigating uncertainty in business, the mindset of self-reliance, and the importance of cashflow optimization. Norm shares actionable strategies for entrepreneurs to prepare for the future, emphasizing the significance of investing in team dynamics and maintaining a proactive approach to planning.
Jan 6
52 min

The meeting focused on team building and leadership challenges, with Rick, a certified Eos implementer, sharing insights on vision-driven leadership and the importance of clear, concise goals. Discussions covered the significance of core values, effective communication, and implementing systems for accountability and performance measurement within teams.
Dec 29, 2025
54 min

Mindful Money Management is not the same as budgeting for business. Budgeting often means ‘scrimping and saving’ in the name of getting ahead. At Wealth Factory, we think budgeting like this sucks. Please join our Wealth Factory CEO, Norm Westervelt, for a brief masterclass in Mindful Money Management.
Download The Financial Freedom Formula Course wealthfactory.com/financial-freedom-formula/
Top Tips
As it relates to money, mindfulness means a total awareness of each dollar coming in and each dollar going out.
Many clients come to Wealth Factory because they are running successful businesses, but are still feeling ‘cash starved.’ Sound familiar? Watch the episode.
Instead of budgeting, Wealth Factory focuses on tracking the Four Different Types of Expenses. Learn more now!
Mindful cash management means recognizing the expenses that we have in our life, knowing that we have the money to cover them, and learning to become a responsible spender.
Fast-track your progress by downloading our Financial Freedom Formula course now. Click the link above!
If you have any questions, Wealth Factory is here for you! Ask your questions in the comments below or visit our website wealthfactory.com.
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Aug 3, 2023
6 min

[ACCESS] The Living Wealthy Initiative Workbook
wealthfactory.com/guide/living-wealthy-initiative/
What does living wealthy mean to you? If your entrepreneurial mindset is that living wealthy is still outside your current reach, you don’t want to miss this eye-opening episode. At Wealth Factory, we encourage all our clients to start living wealthy NOW. Join our CEO, Norm Westervelt, as he reveals how living wealthy now can be a secret for building wealth. And don’t miss out on gaining free access to our exclusive Living Wealthy Initiative Workbook. Tune in now!
Top Tips
“The first step toward living wealthy is embracing where you are today.” - Norm Westervelt, CEO, Wealth Factory
Learn the first three steps of how to start living wealthy now, and then click the link above to gain access to the Living Wealthy Initiative Workbook.
“Embrace what you have today, know where you want to go, and define what living wealthy means for you.” - Norm Westervelt, CEO, Wealth Factory
Living wealthy isn’t about going on reckless spending sprees. It’s about enjoying the process and building a life you love. Learn more now!
“Living wealthy to me is knowing that every day that I wake up, I have unlimited potential to grow my businesses, to find new clients, and to create new relationships.” - Norm Westervelt, CEO, Wealth Factory
If you have any questions, Wealth Factory is here for you! Ask your questions in the comments below or visit our website wealthfactory.com.
Aug 1, 2023
7 min
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