How I Invest My Money as a Bookkeeping Entrepreneur

In this video, I break down exactly how I invest my money as a bookkeeping entrepreneur. This is my personal financial blueprint — the same strategy I use to build wealth, create passive income, and secure my family’s financial future.

I’ll walk you step-by-step through how I prioritize my money:
• Pay off high-interest debt first
• Keep 3–6 months of living expenses in a Vanguard Money Market account earning around 4%
• Max out my Roth IRA (or use a backdoor Roth if needed)
• Contribute to my Solo 401(k) — up to $70,000 total with employee and employer contributions
• Reinvest profits back into my business for growth
• Avoid “shiny object” ideas like starting new businesses that don’t align with my core mission
• Evaluate opportunities like rental properties, mutual funds, and private equity carefully
• And finally, focus heavily on real estate private money lending, earning 8–12% fixed returns backed by Pennsylvania real estate through ZIP Capital

This is the exact system I follow to manage cash flow, reduce risk, and compound long-term wealth — all built on the foundation of bookkeeping discipline and smart investing.

If you’re a bookkeeper, business owner, or entrepreneur who wants to learn how to turn your income into true financial freedom, this video is for you.

*Learn more about my investment fund offering 8% to 12% fixed returns*
https://zipcapital.investnext.com/

*Course: How To Start A Bookkeeping Business*
https://hbg-bookkeeping.mykajabi.com/blueprint
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