Trade Talk Episode 17- Financial Insights for Entrpreneurs

Building Wealth While you Build Your Business: Financial Insights for Entrepreneurs

Published September 16, 2025

Special Guest- Dustin Terry

When you run a contracting business, it’s easy to focus on the next project—but what about your long-term financial picture?

In Episode 17 of the Trade Talk Podcast, host Erin Bakker sits down with Dustin Terry, founder of Clear Harbor Wealth Management, to talk about what every contractor should know about building real wealth while building their business. This episode is the first half of a two-part episode on everything finance for your business. Read below to learn more about what was discussed in this thirty-minute crash course on business money-making!

What You’ll Learn

• How to balance business reinvestment with personal financial security

• Why contractors should start tax and exit planning early—not “someday”

• How to create recurring revenue through service contracts and maintenance programs

• The importance of separating personal and business assets

• Systems and delegation strategies that help make your company more valuable

“First and foremost, you want to build recurring revenue streams… establishing maintenance contracts or service agreements creates predictable, steady income.”

— Dustin Terry

At Contractors Connect, we’re about more than great projects—we’re about building sustainable businesses that give contractors control of their future. Episode 17 lays the groundwork for that mindset. It’s practical, eye-opening, and packed with insights to help business owners think like investors.

🎧 Listen now on Spotify, Apple Podcasts, or wherever you tune in—search “Trade Talk: The Podcast of Contractors Connect.”

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