Prev Post EPISODE | 08.27.26

How Entrepreneurs Can Become Work Optional with Phil & Trish Calandra

Are you growing your business and making more money, but still wondering if you’re building the wealth and freedom you want? In this episode, Chris and I sit down with Phil and Trish Calandra, CEO and Co-Founder of TruWealth Advisors, to talk about the difference between generating revenue and building long-term wealth. They break down the “revenue trap,” why having multiple financial experts doesn’t always mean you have a unified strategy, and how entrepreneurs can create a clearer path toward their personal wealth freedom number. We also talk about the money stories that can shape your financial decisions, why women entrepreneurs can put their own wealth goals last, and what it means to become work optional. Tune in to learn how you can make your business work toward the freedom you want.

In this episode you will learn:

00:00 Why making more money doesn’t always mean building more wealth.

02:45 The lesson Phil learned from having just $0.08 in his business account.

06:00 The decision that pushed Trish to take a major career risk and move to Atlanta.

09:45 What is the “revenue trap” and why does it keep entrepreneurs stuck?

15:00 What is your “wealth freedom number”?

22:30 The financial savings that come from having a coordinated strategy.

24:00 Why women entrepreneurs often put their own wealth goals last.

25:30 How time makes compounding work in your favor.

28:15 How your money story influences your financial decisions.

35:00 What should parents teach their kids about money?

38:00 The lesson Phil learned from his grandfather about finding a financial advantage.

40:00 What does it really mean to be “work optional”?

42:45 What financial levers can help you move toward work-optional freedom?

45:15 How the Wealth Creation Scorecard can help you identify financial gaps.

49:30 Can your financial situation be fixed if you’ve made major money mistakes?

53:45 Why the best time to start building wealth is now.

RESOURCES

Take the Wealth Creation Scorecard HERE!

Find your Wealth Freedom Number HERE!

Learn more about the Wealth Ascension System HERE!

Learn more about Loop at loriharder.com/loop

Get on the waitlist for Mentor Collective Mastermind HERE!

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