How Business Owners Can Protect and Multiply Wealth - Jeff Tomasulo

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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