In this episode of the Built to Finish podcast, Steven Pivnik sits down with Lisa Kirchenbauer, Founding Partner and Senior Advisor at Omega Wealth Management, to unpack what really happens before and after a liquidity event.

Recognized by Newsweek and Money.com, Lisa shares how her firm has challenged the traditional, investment-first wealth management model for more than 25 years — putting life planning, psychology, and human behavior at the center of financial decision-making. Together, Steven and Lisa explore the hidden realities founders face after "winning the game," including loss of identity, lack of structure, and the emotional whiplash that can follow sudden wealth.

They dive deep into what "enough" actually means, why most founders get the number wrong, and how preparing years in advance — both financially and personally — can dramatically change outcomes. From identity shifts and post-exit mistakes to routines, goals, and the future of wealth management in an AI-driven world, this episode is a must-listen for entrepreneurs planning an exit or navigating life on the other side.

Takeaways:

• Investment management was the primary focus in traditional wealth management.
• A human approach to wealth management is essential.
• Many entrepreneurs experience a loss of identity after a liquidity event.
• Establishing structure and goals is crucial post-event.
• Defining 'enough' is more complex than just a number.
• Life planning questions can help clarify personal goals.
• Choosing the right wealth advisor involves understanding their process.
• Lessons learned from early mistakes can guide future decisions.
• Personal insights from endurance sports can improve business performance.
• The future of wealth management will focus on holistic approaches.

Quote of the Show:

"If you dont deal with the human side of wealth, the money doesn't fix anything... it just amplifies what was already there."

Links:

• https://www.linkedin.com/in/lisaakkirchenbauer/
• http://www.omegawealthmanagement.com/