Latest / The Lifestyle Investor - Investing, Passive Income, Wealth

230: From Entrepreneur to Investor – How to Build & Manage Wealth After an Exit with Dr. Tony Jacob
So you’ve sold your business—what’s your next step?
Most entrepreneurs spend years building their businesses, but when they finally exit, they struggle to transition from managing staff and emails to all the investing opportunities they now have.
In today’s episode, I’m sitting down with Dr. Tony Jacob—an entrepreneur who scaled and exited the largest private optometry roll-up in Texas history. After his exit, Tony faced the challenge of shifting from business owner to capital allocator, learning firsthand the risks of rushing into investments, the importance of patience, and how to structure…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.