068 | From Startup to 8-Figure Exit: The Wealth Strategies That Work and Pitfalls to Avoid with Jason Schappert

Feb 25, 2025

57:34

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What separates a thriving business from one that struggles to stay afloat? More often than not, the answer lies in financial management—both personal and professional. In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Jason Schappert, a seasoned entrepreneur who successfully scaled and exited his business with an eight-figure deal. Now, he’s applying his financial expertise to his latest venture, Moola, a cutting-edge financial management tool designed to help business owners gain control of their money, scale smarter, and protect their wealth. Jason shares the hard lessons he learned along the way, including the dangers of putting all your eggs in one basket, how messy personal finances can bleed into business finances, and the strategies that helped him grow and exit successfully.

This episode is packed with actionable insights on how to scale your business, leverage smart financial tools, and avoid common financial pitfalls that can cost you big in the long run. Jason breaks down the importance of money buckets, real-time data tracking, and AI-driven financial decisions, and why having a financial safety net is more crucial than ever in today’s digital landscape. Whether you’re aiming for a profitable exit or looking for smarter ways to manage and grow your business, this conversation is one you won’t want to miss.

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