Jay Bhakta: Redefining Wealth and Impacting Generations

Some people chase money. Others chase meaning. Jay Bhakta? He’s figured out how to do both without sacrificing what matters most.

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Spend five minutes with Jay, and you’ll see he plays the game differently. His journey from a seasoned tax professional to an educator, mentor, and impact-driven entrepreneur isn’t about financial success only but about rewiring how people - especially the next generation - think about wealth and life. 

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For 20 years, Jay sat front-row, watching the financial and emotional habits of thousands. As a tax professional, he didn’t just see numbers; he saw patterns. He saw the behaviors, emotional loops, and quiet struggles that kept people stuck in the same financial situations year after year. Through it all, he uncovered something most people never realize: money alone doesn’t solve problems; mindset does. Financial literacy and emotional intelligence go hand in hand.

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"You could be emotionally intelligent and broke or financially literate and emotionally wrecked. You need both" he explains. That realization changed everything. He started seeing beyond tax returns and spreadsheets; he saw a deeper issue at play. People weren’t just struggling with numbers; they were struggling with the way they thought about money, success, and themselves. No matter how much they earned, their beliefs and emotional habits dictated their financial reality.

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The more he saw it, the more he realized he had to do something about it.

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At first, the mission was personal. Like any parent, Jay wanted his kids to learn what had taken him decades to figure out. But he knew that giving his teenage son a “dad lecture” on financial literacy wouldn’t be the best move to make, so he took a different approach.

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He gathered a small group of kids, his son, and some of his friends, and introduced them to the kind of conversations they weren’t getting in school. Every week, one new concept. How to think about money. How to make decisions. How to spot opportunities. He didn’t expect much, maybe a few eye rolls, maybe some polite listening. But what he got was something else entirely.

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"These kids started initiating conversations at home. Parents were blown away. And I realized: this is bigger than just my son."

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Word spread. More kids wanted in. Then, Jay’s wife pointed out that their 10-year-old daughter deserved the same knowledge. He hesitated: weren’t they too young? But he gave it a shot, tweaking the lessons and making them more engaging. And what he found blew him away.

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"Kids don’t need you to dumb things down. They just need you to meet them at their level. And if you do, they’ll rise to the challenge."

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What started as a small experiment became Base Case and Build, a full-fledged program designed to teach kids what traditional education ignores: financial literacy, emotional intelligence, and decision-making. 

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As the program gained traction, Jay made a decision that most people would call crazy.

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"I sold all my tax practices - six offices at the time - to go all in on this mission."

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He left a comfortable, well-paying business to do something bigger. Something with purpose. For Jay, real success isn’t measured in dollars; it’s measured in impact.

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And that’s when the real test came. Leaving behind a career of 20 years wasn’t easy. But he had learned a powerful truth: when you know how to structure your game right, the risk isn’t something to fear, it’s something to leverage.

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"I realized I didn’t need to chase security anymore. I could engineer asymmetric upside. Whatever I chose next wouldn’t be a shot in the dark, it would be aligned with my vision, my priorities, and my future."

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Today, with Base Case and Build thriving, Jay’s focus is on growing the program and refining it to create the most impact possible. Meanwhile, through The Club, he’s been able to make strategic real estate investments without sacrificing his core mission. "I’m not out there looking for properties or getting my hands dirty. I have trusted people in The Club who fit exactly what I’m looking for and it’s worked out really well."

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When asked how The Club has influenced his personal and business life, he said with no hesitation that: 

“The biggest thing is the connections. There are so many people in different industries and networks. When it comes to real estate, there are countless paths to take. But in The Club, you have the right people to talk to and connect with, people who help you decide the best path for you. I don't think there's any club or group like that out there where you can have these resources”.

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He also sustained,

“I've been able to connect with some of the people in The Club and make investments that have worked out for me financially and it's been lucrative. You have a really good group of people, which takes a lot of stress off of your shoulders when you're trying to make decisions on where you want to invest your money.”

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At the heart of it all, Jay isn’t just teaching kids about money; he’s teaching them about life.

"We play the Cashflow game from Rich Dad, Poor Dad with the kids, and yeah, it’s about money. But the real lesson? It’s about how to make decisions that align with your values and create lasting change."

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Because at the end of the day, real wealth isn’t about financial success, it’s about time, energy, and impact.

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And thanks to Jay, the next generation is learning that lesson much sooner.

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