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January 7th, 2025

Strategies For Entrepreneurial Wealth With Bob Bedritis

  1. Strategies For Entrepreneurial Wealth With Bob Bedritis Carl J. Cox 32:20

From Wall Street to Wealth Management: Lessons for Entrepreneurs

This week’s guest on the Measure Success Podcast is Bob Bedritis, CEO of Oswego Private Wealth Management. Bob’s journey from Wall Street to building a thriving wealth management firm is packed with lessons for entrepreneurs.

We explore strategies for Financial Independence, including how to maximize the value of your business and plan for life after selling it. Bob also shares how entrepreneurs can achieve the “Four Freedoms” of time, Money, Relationships, and purpose.

Subscribe and set notifications to our YouTube Channel. 

Don’t miss this inspiring and actionable episode. Listen now!

 

Where to find Bob:

https://oswegoprivatewealth.com 

https://www.linkedin.com/in/bob-bedritis-certified-exit-planner%C2%AE-crc%C2%AE-05140613 

 

Where to find Carl:

https://40strategy.com

https://www.linkedin.com/in/carljcox/

https://www.instagram.com/carljcox40/

https://x.com/40Strategy

 

🎧 Measure Success Podcast 

https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579

 

🎧 $4M Strategies Podcast 

https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100

 

📖 Read Carl’s book “Lost at CEO: An Entrepreneur’s Guide to Strategy”: https://a.co/d/iMiZVf2

 

Carl Cox CEO, Measure Success Podcast Host, Author Lost at CEO

Carl J. Cox is the CEO and founder of 40 Strategy Inc. Through his career, Carl has been an executive leader and board member with seven different organizations who have grown 2x to 7x with operations in four continents. Early in his career, he started at PricewaterhouseCoopers. He is a certified Gallup Coach for Clifton Strengths.

Carl J. Cox is author of Lost at CEO, An Entrepreneur’s Guide to Strategy, which reached #1 Amazon bestseller in 12 separate categories at launch in May 2023. He is the host of the Measure Success Podcast, where he talks with CEOs, authors, and extraordinary achievers about effective strategies that inspire success in business as well as their personal life. His company donates 10% of their client net revenues towards charitable organizations.

Carl has been married for over 25 years and they have four children. He coached over 20 winning seasons in youth football, basketball, and baseball. Today, Carl enjoys spending time with family and friends, traveling, reading books, and playing golf. He resides in North Plains, Oregon.

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