Measure Success Podcast: Strategies For Entrepreneurial Wealth With Bob Bedritis

Strategies For Entrepreneurial Wealth With Bob Bedritis

Jan 7, 2025

From Wall Street to Wealth Management: Lessons for Entrepreneurs

This week’s guest on the Measure Success Podcast is Bob Bedritis, CEO of Oswego Private Wealth Management. Bob’s journey from Wall Street to building a thriving wealth management firm is packed with lessons for entrepreneurs.

We explore strategies for financial independence, including how to maximize the value of your business and plan for life after selling it. Bob also shares how entrepreneurs can achieve the “Four Freedoms” of time, money, relationships, and purpose.

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Where to find Bob:

https://oswegoprivatewealth.com

https://www.linkedin.com/in/bob-bedritis-certified-exit-planner%C2%AE-crc%C2%AE-05140613

Where to find Carl:

https://40strategy.com

https://www.linkedin.com/in/carljcox/

https://www.instagram.com/carljcox40/

https://x.com/40Strategy

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https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579