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Mid-Year Portfolio Checkup. Are You on Track to Hit Your Goals?
Evaluate allocation, rebalance smartly, and harvest losses before Q4 volatility.
Aug 17
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Max Donovan
30
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Mid-Year Portfolio Checkup. Are You on Track to Hit Your Goals?
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Business Bank Psychology. The Five-Bucket System That Fixed My Margins
How a five-account cash map, turns chaos into compounding margins. A riff on the Profit First model, tailored for modern entrepreneurs
Aug 12
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Max Donovan
14
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Business Bank Psychology. The Five-Bucket System That Fixed My Margins
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HoldCo Mastery. The Blueprint the Ultra-Rich Use to Own Everything, Tax-Smart and Lawsuit-Proof
How to build a parent company that owns multiple businesses and assets
Aug 8
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Max Donovan
15
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HoldCo Mastery. The Blueprint the Ultra-Rich Use to Own Everything, Tax-Smart and Lawsuit-Proof
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Wealth Isn't Just About Income, It's About Structure
Architect Your 2025 Wealth Stack With Holding Companies, Dynasty Trusts & Tax-Optimized Insurance
Aug 3
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Max Donovan
25
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Wealth Isn't Just About Income, It's About Structure
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The Retained Earnings Trap. Why Hoarding Cash Could Hurt Your Business
From Definition to Deployment — 2025’s Tax Rules That Turn “Lazy” Cash into an IRS Magnet
Jul 27
•
Max Donovan
26
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The Retained Earnings Trap. Why Hoarding Cash Could Hurt Your Business
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Run Your Business Like an Investor, Not Just an Operator
Turning every decision into a multiple upgrade and a tax-efficient exit
Jul 20
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Max Donovan
23
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Run Your Business Like an Investor, Not Just an Operator
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The Tax Playbook Behind Real Estate Wealth
How 2025’s Full-Expensing Revival Supercharges Cash-Flow, Leverage, and Lifetime Deferral
Jul 15
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Max Donovan
8
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The Tax Playbook Behind Real Estate Wealth
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Cash Flow Management for Entrepreneurs [Part 2]: Turn Cash Into Wealth
Cash that idles dies — convert excess into yield, shelter, and opportunity before 2026’s tax storm rolls in.
Jul 6
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Max Donovan
9
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Cash Flow Management for Entrepreneurs [Part 2]: Turn Cash Into Wealth
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Cash Flow Management [Part 1]: Profit Is Not Cash — Why Founders Need Better Money Systems
From vanity P&L to velocity of money — mastering the 2025 liquidity maze before it masters you.
Jul 5
•
Max Donovan
24
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Cash Flow Management [Part 1]: Profit Is Not Cash — Why Founders Need Better Money Systems
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Building Wealth From the Ground Up [Part 2]: Forget Busywork — Build Systems That Compound Wealth
Automate every save, outsource every friction point, and reinvest the freed hours into scaling value, not activity.
Jun 29
•
Max Donovan
19
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Building Wealth From the Ground Up [Part 2]: Forget Busywork — Build Systems That Compound Wealth
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Building Wealth From the Ground Up [Part 1]: Earn, Save, Invest
How 2025’s higher contribution limits and fresh tax thresholds let solo founders shield over six figures—before breakfast.
Jun 28
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Max Donovan
18
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Building Wealth From the Ground Up [Part 1]: Earn, Save, Invest
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Which Retirement Plan Lets Entrepreneurs Stockpile Millions?
SEP, SIMPLE, and Solo 401(k) comparison for reducing taxes and retiring rich
Jun 22
•
Max Donovan
16
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Which Retirement Plan Lets Entrepreneurs Stockpile Millions?
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