The AI Revolution in Finance

Your business is growing—but is your personal wealth strategy keeping up?

In this episode, I sit down with Mark Cecchini, a wealth advisor who works with high-growth founders, to break down what it really means to build a personal capital stack.

🎧 We cover:

• Why “just invest in Vanguard” isn’t a real plan
• How to make decisions when income’s uneven
• What to do with cash that’s sitting idle
• When to stop DIY’ing and bring in a pro

If you’ve ever felt behind on your own wealth strategy, this one’s a must-listen.

Want help finding clarity, control, and momentum in your business? Let's grow beyond the plateau together. ⟶ Chat with A.J.

🔗 Resources + Guest Links:

• Mark Cecchini: X, LinkedIn
• Quadrant Capital