Breaking Money Mindsets and Building Legacy: A Powerful Conversation with Justin Maxwell

On a recent episode of Pivot to Profit, host Pam Jordan sat down with Justin Maxwell, partner at Big Life Financial, for a deeply personal and powerful conversation about money, mindset, and the pursuit of generational wealth.

Justin’s journey began with an unlikely foundation—landscaping as a teenager, where he absorbed subtle, damaging messages that wealth was only gained through luck or unethical means. Those early experiences, coupled with social dynamics and unspoken family expectations, deeply shaped his initial relationship with money. But his path shifted dramatically during graduate school when he realized his passion lay not in academic research but in entrepreneurship—a world where solving problems could genuinely help people.

Now a fractional family office leader, Justin helps business owners transform their financial futures. He spoke passionately about the need for entrepreneurs to “take chips off the table” while still growing their businesses. Too many founders are banking on a big exit that statistically never comes; instead, Justin advocates for building financial independence outside the business through alternative investments, robust cash reserves, and smart tax strategies.

Pam and Justin also discussed redefining what it means to be a successful entrepreneur. It’s not just about profit—though Justin chooses profit over growth when pressed—it’s about stepping out of the role of operator and into the mindset of CEO, and eventually, owner-investor. That’s where true freedom and generational impact lie.

One of the most inspiring segments? Justin’s commitment to raising financially literate children and building a family foundation with values, traditions, and a vision for 150 years beyond his lifetime. By integrating faith, education, and experiential learning, he’s equipping the next generation to become stewards—not consumers—of wealth.

This episode is a must-listen for any entrepreneur who feels stuck in the golden cage of business ownership and is ready to start building a legacy, not just a livelihood.

Want to hear more from Justin? Find him here: https://www.instagram.com/maxwealth_preserve/?hl=en and https://www.linkedin.com/in/justindmaxwell/