Financial Planning for Agency Owners, With Jason Peck

About this Episode In this episode of the Agency Profit Podcast, Marcel sits down with Jason Peck, a Certified Financial Planner at EverWise Wealth Management, to dig into the nitty-gritty of personal finance for agency owners. Jason shares his unique journey from marketing and tech into financial planning, and what makes managing money different when you run a creative or professional services firm. From unpredictable cash flow and tying up wealth in the business, to the harsh reality that most agency exits aren’t life-changing, Jason breaks down why building wealth outside the agency is a must. They also talk through common mistakes—like obsessing over tax loopholes or reinvesting too aggressively—and share a practical framework for setting financial goals, protecting your assets, and planning for both expected (like retirement) and unexpected (like illness) events. Whether you're sitting on extra profits or just trying to get off the financial treadmill, this one’s packed with valuable insights.