The Lifestyle Investor - Investing, Passive Income, Wealth

230: From Entrepreneur to Investor – How to Build & Manage Wealth After an Exit with Dr. Tony Jacob

Mar 20, 2025
Dr. Tony Jacob, who successfully scaled and exited the largest private optometry business in Texas, shares his journey from entrepreneur to investor. He discusses the pitfalls many face after selling a business, emphasizing patience and informed decision-making. Listeners will learn about constructing a family office for long-term wealth, the intricacies of diversifying an investment portfolio, and why Bitcoin is gaining traction in modern asset strategies. This conversation is essential for anyone navigating the financial landscape post-exit.
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