Your Wealth & Beyond

When celebrities, musicians, and the ultra-wealthy want toget their time back and become more productive, they call Tarra Stubbins. Tarra made a career providing concierge services and assistance to artists like the Rolling Stones, Lady Gaga, Kiss, and Drake–and now supports a wide range of business owners at the highest level at Take It Easy Personal Concierge.

In our conversation, Tarra and I dig into how her pursuit of success as an artist helped her find her lane behind the scenes and what she’s learned about time management and routines from her time around the world’s biggest superstars.

You’ll also hear how the most successful people in the world are laser-focused on their goals, projects, and pursuits and how having the right people in executive assistant roles make huge contributions to the success of both CEOs and rock stars, even remotely or virtually.

Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/91

Key Takeaways:

• How Tarra launched her career by hopping on a tour bus with Kenny Rogers and doing the behind-the-scenes work that needed to be done.
• Tarra’s approach is to build trust and credibility with VIP clients and ultra-high-net-worth individuals.
• Why is no celebrity or CEO’s daily routine going to be the single thing that makes you as successful as they are, and how can you meaningfully start taking back your time?
• The power of controlling your schedule, building discipline in your practice, and simply showing up.
• How remote, hybrid and virtual executive assistants can continue to add value without being in the same place as their clients.

Interview Resources:

• Tarra Stubbins
• Tarra Stubbins on LinkedIn | X/Twitter
• Take It Easy Personal Concierge Inc. on LinkedIn
• The Rolling Stones
• Lady Gaga
• Kenny Rogers
• Mick Jagger
• Drake
• Keith Richards
• Jack Daniel’s
• Jerry Seinfeld
• Tim Ferris

Today's guest is none other than Bayntree's Director of Corporate Development, Brian Hartstein. If you're a business owner looking for advice and strategies on tax planning or creating pensions, Roth IRAs and 401(k) plans, you've come to the right place.

In our conversation, Brian and I are exploring different ways business owners can start preparing–especially with our pretax dollars–to create the best possible financial outcomes not just for themselves but also for their employees.

We'll cover some of the big mistakes business owners make when it comes to pretax spending, how Brian analyzes a prospective client's business to recommend solutions, and why it's so important for entrepreneurs to have a solid financial education of their own.

Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/90

Key takeaways

• The common issues business owners face when it comes to paying themselves out, creating a great company culture, and avoiding tax pitfalls.
• Why so many business owners lack the proper guidance when it comes to financial planning and especially taxes.
• How a third-party administrator can fit into your business structure to help meet your financial goals.
• The ABCs of employee benefits and contribution matching and how to find the sweet spot that works best for you and your employees.
• Why tax planning is only going to get more important over the next 10-15 years–and why there’s no better time to get started than right now.

Interview Resources

• Bayntree Wealth Advisors
• Bayntree Wealth Advisors on YouTube | LinkedIn | Instagram | X/Twitter
• Brian Hartstein, MSFS, CLU, ChFC on LinkedIn

Life as a business owner doesn't come without daily challenges to overcome. The marketplace is constantly changing with new competition and technology, in addition to managing your team, inbox, and voicemail.

So, today's episode is all about the obstacles that most entrepreneurs face in 2024 and the strategies I've used to overcome them.

I'll focus on navigating the relentless bombardment of information overload, overcoming perfectionism, and preventing the fear of failure from limiting growth in your business and stunting progress. You'll learn how confronting challenges and being adaptable and resilient are critical to entrepreneurial success in today's fast-paced economy.

Key takeaways

• Stay focused and organized when dealing with information overload with emails and social media. Overcome perfectionism and embrace progress.
• Waiting for perfection limits business growth.
• Resist the temptation to chase new technologies like AI and ensure new tech is a fit for your business.
• Never be afraid to fail. Embrace failures as learning opportunities.
• Adapting to economic uncertainty and focus on the things within your control.
• Comparison is the thief of joy.
• Creating a great culture will retain top talent.

Interview Resources

• Entrepreneur's Organization
• Slack
• Blackberry
• Apple