How Business Owners Can Protect and Multiply Wealth - Jeff Tomasulo
What's Your Deal? | Buying Businesses, Business Acquisitions, Investing & Exit Strategies
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Show Notes
On this episode of What's Your Deal?, Matt Uhler sits down with Jeff Tomasulo, founder and CEO of Vespula Capital Management.
Jeff brings more than 30 years of experience in the financial markets as an investor, trader, and risk manager. In this conversation, he breaks down the mindset behind protecting capital, building wealth beyond your business, and using smarter strategies to reduce downside risk while creating long-term opportunity.
This is an important episode for business owners, investors, and sellers who want to think more intentionally about what happens to their money before, during, and after a business transition.
Timestamps:
02:23 Why many business owners keep too much wealth in their business
04:28 Matt's experience building multiple income streams
06:13 What new investors need to understand first
07:18 Why most people are taught average investing strategies
11:43 Why investing feels confusing and intimidating
14:03 Bias in financial advice and decision making
18:00 Systems and process for better investment decisions
19:18 Protecting the downside to grow long-term wealth
21:04 The importance of surrounding yourself with the right advisors
24:43 Validation vs. actually making money
27:04 Learning from mistakes and improving over time
30:06 What hedge funds actually are
32:06 Accredited investors and access to investment strategies
33:52 Options explained in plain English
36:01 Using different tools to reduce risk and grow wealth
36:48 How Jeff's fund compares to the S&P 500 during down markets
38:47 Advice for someone just getting started
41:18 Jeff shares who gave him a hand up
Links & Resources: Connect with Jeff Tomasulo:
https://vespulacapital.com
TacticalIncome.com
LinkedIn: https://www.linkedin.com/in/jefftomasulo/
Instagram: @jefftomasulo
Connect with Matt Uhler / Amped Success:
Instagram: @ampedsuccess
Website: Ampedsuccess.com
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/matt-uhler-a9896612/
Want to be a guest or sponsor an episode?If you'd like to be a guest on What's Your Deal? or are interested in sponsoring an episode, reach out to: [email protected]
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