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Index/Startups & Founders/The Entrepreneur's Logbook: Lessons from Growing Businesses
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The Importance of Everything: John Link of Link Financial & Link Wealth Mgmt on Retirement Planning

The Entrepreneur's Logbook: Lessons from Growing Businesses · 2026-07-30 · 30 min

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Episode notes

In this episode of the Entrepreneurs Logbook Podcast, Zachary speaks with John Link, president of Link Financial and Link Wealth Management. Zach and John dive into his unlikely journey from stocking shelves as a 10-year-old paperboy to spending 23 years in the grocery industry, where he became the youngest store manager in his company at just 23, before making a deliberate pivot at age 39 into financial services. Along the way John amassed every designation he could find, built a nationwide speaking career and assembled a team dedicated to helping individuals at or near retirement turn their savings into a sustainable lifelong income plan. He also teases an upcoming book, tentatively titled The Importance of Everything, which explores the power of holistic, process-driven planning. Throughout the conversation, John and Zach unpack the core elements of a fiduciary retirement practice. John explains how his “bucket” approach ensures clients have cash reserves now, moderate-risk assets for the near future and a growth portfolio for the long term, each calibrated to income needs, risk tolerance and life expectancy.

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