Generational wealth isn’t luck—it’s strategy.

In this special episode of The IT Crowd podcast, hosts Josh Lowrey and Richard Rodriguez broadcast from the Cowboys Club in Frisco, Texas, with guests Jason Potts, Founder and CEO of Lifetime Wealth Management, and Tim Tatarowicz, Director of Annuities and Strategic Initiative.

🎙️ Key topics:

• Building and evolving a wealth management firm from the ground up
• Strategies for managing generational wealth
• The role of adaptability and mindset in long-term success
• How AI and technology are shaping the future of financial services

Whether you're a business leader or planning your financial future, this episode offers practical insights and inspiration you can use.

00:00 Introduction and Special Location

00:55 Event Overview: EWTC Annual Meeting

01:25 Special Guests Introduction

01:55 Jason's Journey: Lifetime Wealth Services

02:54 Tim's Career Highlights

05:25 The Importance of Mentorship

10:07 Navigating Financial Services

12:16 Entrepreneurial Challenges and Successes

23:48 Technology in Wealth Management

25:36 Outsourcing and Cybersecurity Management

26:22 The Reality of Cyber Threats

27:36 The Business of Hacking

28:37 Client Security and Trust

29:57 The Role of AI in Financial Services

32:55 Navigating Market Volatility

37:29 Work-Life Balance and Remote Work

39:17 Leadership and Business Growth

43:17 Generational Wealth and Financial Services

46:48 Conclusion and Final Thoughts