Episode 303: From Performance to Purpose & The New Era of Wealth Planning

What happens when building wealth stops being about returns and starts being about purpose?

In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. With more than 25 years of experience, Tiffany explains why modern wealth management must go beyond investments and focus on holistic planning, collaboration, and long-term impact.

The conversation dives into exit planning for business owners, common mistakes made when selling a company, the emotional side of succession, and why financial planning should start far earlier than most people think. Tiffany also shares insights on financial literacy, debt management, and the growing importance of purpose-driven investing.

Key Takeaways
→ Wealth management today is about integrating investments, tax planning, estate planning, and personal goals.
→ Business owners should begin exit planning three to five years before selling to maximize value and reduce taxes.
→ A collaborative advisory team creates better outcomes than siloed advice.
→ Succession planning must address both financial readiness and emotional identity shifts.
→ Financial planning is not just for the wealthy and is most powerful when started early.

Quote from Tiffany

“Wealth management is no longer just about performance. It’s about purpose, values, and the impact you want your money to have.”

If you are a business owner thinking about growth, succession, or long-term financial clarity, this episode is a must-listen.

Subscribe to Grow Your Business & Grow Your Wealth, leave a review, and connect with Tiffany Irving on LinkedIn to continue the conversation.

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