Episode 115: 325 Ways to Save, Earn, and Thrive: Wealth Strategies for Entrepreneurs

Today, our host Bob Gauvreau interviews financial planner, author, and entrepreneur Gary Grewal. Gary shares his journey from starting businesses during a recession to becoming a Certified Financial Planner, demonstrating how aligning one's finances with personal values leads to long-term fulfillment. Listeners gain insights into why downturns can create opportunities, how confidence builds trust, and why advocates are key to business growth.

Gary highlights his book, Financial Fives: The Top 325 Ways to Save, Earn, and Thrive to Retire Before 65, offering practical strategies for entrepreneurs. He stresses the importance of separating business and personal finances, planning for taxes, and creating backup systems. His advice focuses on taking action, learning quickly, and using consistent small contributions to build lasting wealth.

Beyond finances, Gary explains why entrepreneurs should focus on living with intention. He encourages business owners to align life with their values, nurture health and relationships, and avoid burnout by working on the business, not just in it.

The episode delivers actionable tips, mindset shifts, and financial strategies designed to help entrepreneurs thrive in both business and life

Episode Highlights:

• 00:00 Welcome to The Wealthy Entrepreneur Podcast
• 05:27 Financial Planning and Entrepreneurial Journey
• 05:54 Challenges of Starting a Business in a Recession
• 11:25 Building Confidence and Overcoming Objections
• 15:10 Gary's Book: Financial Fives
• 21:05 Wealth Planning Tips for Entrepreneurs
• 30:01 Investing and Retirement Planning
• 33:32 Living with Intention and Minimalism
• 37:56 Advice for Young Entrepreneurs

About the Guest:
Gary grew up in Rocklin, California, just outside Sacramento, and graduated from UCLA in 2010. Since then, he’s lived across every U.S. time zone, gaining a wealth of experiences both personally and professionally. In 2016, he earned his Certified Financial Planner designation, solidifying his commitment to helping individuals and business owners create lasting financial freedom.

With a passion for making personal finance accessible, Gary believes that financial knowledge has the power to dramatically change lives for the better. Over the years, he’s started two businesses, negotiated countless deals, and explored his love for sustainability through his zero-waste moving box rental company.

When he’s not guiding clients toward their goals, Gary can be found biking, playing tennis, enjoying water sports, experimenting with vegan food, or volunteering for causes close to his heart. His approach to financial planning goes beyond numbers—it’s about helping people align their money with their values so they can live with purpose, thrive, and build a fulfilling future.

Connect with Gary:

• LinkedIn: https://www.linkedin.com/in/gary-grewal-msfp-cfp%C2%AE-23b0781a/
• All Worth Financial: https://allworthfinancial.com/our-team/gary-grewal

Resources:

• Visit their website and the book: https://www.financialfives.com/
• Visit the Wealthy Entrepreneur Website: https://www.wealthyentrepreneur.co/ 
• Download The Wealthy Entrepreneur (digital book) for FREE: https://profitsimple.ca/wealthy-entrepreneur

• Like our Facebook Page at https://www.facebook.com/wealthyentrepreneurofficial

• Join The Wealthy Entrepreneur Community for FREE at https://www.facebook.com/groups/gauvreaucpa 

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Let’s continue to work on becoming a Wealthy Entrepreneur!