In this episode of the Beyond Fulfillment Podcast, host Dave Gulas sits down with Brian Herriot, founder of Herriot Financial and financial advisor to entrepreneurs.
Brian shares his unique journey from engineering and management consulting to building a business that empowers entrepreneurs and small business owners to gain real time freedom without needing to retire early or sell their company. Drawing from his personal experience, Brian dives into the real-life challenges and mindset shifts required to create a business that serves both your ambitions and your Lifestyle, from managing seasonal schedules to balancing Growth with well-being.
Brian reveals the practical steps he took to design a flexible yearly work schedule—spending most of the year in the Bay Area and summers with his Family in Wisconsin—by restructuring his business around his personal priorities. He discusses his approach to integrating personal Finance, business operations, and life design, and shares actionable strategies for entrepreneurs who want to avoid Burnout and create a sustainable, fulfilling career.
Discover Brian’s advice on financial planning, team structure, and his Time Freedom Forecast tool, which helps entrepreneurs model their ideal work-life blend. If you’re searching for honest, hands-on inspiration and actionable insights from a fellow founder, this episode is packed with thoughtful advice tailored for small business owners, founders, and ambitious entrepreneurs.
Connect with Brian on LinkedIn: https://www.linkedin.com/in/brianherriot/
Rate this podcast: https://ratethispodcast.com/beyondfulfillment
#Entrepreneurship #TimeFreedom #BeyondFulfillment #FinancialPlanning #WorkLifeDesign
