In Part 2 of this conversation, we go beyond career transition and into wealth strategy.

After leaving college football and building multiple businesses, Thomas shares how his financial philosophy evolved — from Dave Ramsey disciple to real estate investor to implementing Infinite Banking as a long-term wealth accelerator.

This episode challenges traditional financial thinking and reframes wealth building as a strategic progression — not a one-size-fits-all formula.

If you’re a business owner, investor, or high-income earner looking to optimize cash flow and long-term legacy planning, this is the conversation you’ve been waiting for.

What happens when your dream career no longer feels like your calling?

In Part 1 of this powerful conversation, Thomas shares his journey from growing up in a middle-class household shaped by financial stress, to fulfilling his childhood dream of coaching college football — only to walk away after 10 years.

This episode is about identity, calling, legacy, and making bold decisions when comfort is no longer aligned with purpose.

If you're wrestling with whether to stay where you are or step into something bigger — this conversation will challenge you.

Part 2 will dive deeper into how those lessons translated into building business and legacy wealth.

Your business may be your biggest asset — but most owners don’t treat it that way.

In this episode, certified financial planner and exit-planning specialist David Chudyk breaks down why business owners often undervalue their companies and how to build a business that creates real wealth and real options. Whether you plan to sell one day or keep your business long-term, the same principles apply.

We talk about what actually makes a business attractive to buyers, the mindset shifts owners need to make, and how exit planning can improve both the value of your business and your quality of life today. David also shares insights on financial planning, investing, risk management, and why good financial decisions should support the life you want — not just a bigger balance sheet.

What does it really take to build a seven-figure business — and avoid burning out once you get there?

In this episode, Thomas is a guest of the Profit Your Knowledge podcast with James Allen and he shares how he scaled his catering company to seven figures, then transitioned into real estate, private capital, and Infinite Banking to create long-term financial margin.

You’ll learn:

Why most businesses fail after they start making money

The difference between six-figure and seven-figure decision-making

How hiring the right roles (not more people) creates freedom

Why cash flow discipline matters more than revenue

How Infinite Banking works as a financial warehouse, not an investment

This episode is for business owners who want growth without chaos — and income that supports freedom, not just scale.

How do wealthy people actually think about money—and what strategies do they use that most people never learn?

In this episode Thomas is a guest on the Weekly Wealth Podcast. He breaks down how business owners and investors deploy capital, access liquidity, and build wealth outside of traditional banks and the stock market.

What if there were a legal way for business owners to write off six figures a year, keep access to their money, and build guaranteed retirement income?

In this episode, Thomas Cox explains how high-income clients use a 412(e)(3) retirement plan paired with properly structured whole life insurance to reduce taxes, maintain liquidity, and stay in control of their capital.

Using real client examples—including Jessica, a real estate investor earning over $1M—Thomas shows how business owners can deduct $150K–$400K annually, avoid market volatility, and use their own money to fund growth without relying on banks.

This episode is for business owners, doctors, and investors who are maxing out traditional retirement plans and want a smarter way to manage taxes and cash flow.

In Part 2, Heath Holmes shares the leap from corporate leadership to entrepreneurship, breaking down how he built a scalable, high-ticket service business by identifying unmet customer needs. This episode covers starting lean, choosing the right marketing channels, pricing early work for learning—not profit—and tracking ROI. Heath also explains why “duplicate, don’t delegate” matters and how data, customer experience, and purpose drive sustainable growth.

Heath Holmes shares his unconventional business journey—from managing a pest control branch to helping build a standout moving company and stepping into executive leadership roles across multiple industries. In Part 1, Heath breaks down how learning KPIs, forecasting, and operational fundamentals created massive career leverage—even after unexpected setbacks. This episode explores leadership under pressure, the power of knowing your numbers, and why unglamorous industries often create the biggest opportunities.