Episode 25

The Importance of Financial Planning for Business Owners with Lyle Domentiz

In today’s episode, host Joe Pantozzi is joined by Lyle Domentiz, a financial advisor with an incredible backstory. Learn how Lyle’s transition from a Bronx dry-cleaning business owner to a financial expert is filled with unexpected twists and lessons. 

Discover the secrets behind crafting informed financial plans and the importance of updating your documents regularly. Whether you're a business owner or an aspiring advisor, this episode is for you.


For valuable advice and expert questioning on balancing business and profit—tune in now!


Show Highlights


  • Learn about this unconventional journey of starting a business [01:49]

  • Why do businesses often meet with a sad end? [03:23]

  • Discover insights on business exit strategies [04:31]

  • The importance of having a vision [09:32]

  • Find out practical strategies for financial planning [11:22]

  • This is why you need the right coaching [13:32]

  • Discover the need for relevancy in financial planning [16:47]

  • Pass on the values not the burden of the business [18:17]

Reach out to me: joe@alphaomegawealth.com https://www.linkedin.com/in/joe-pantozzi-941a073/ AlphaOmegaWealth.com

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About the Podcast

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Make Your Wealth Work
A practical show for builders, entrepreneurs, and anyone who wants to think like one

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About your host

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Joe Pantozzi

Joe’s advice is based on more than just his decades of experience. His suggestions are based on thorough, timely, and vetted research to ensure that when you work with Alpha Omega Wealth, you’re putting money back into your pockets and NOT the pockets of bankers or lenders.