A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small... more
In this episode, we dive into the critical topic of borrowing from your 401k and why it could be a major... more
In this episode, we dive into strategies to help business owners maximize their 401k to build wealth and reduce the... more
Investing during market highs can be intimidating, but it’s also a great opportunity if you have the right strategies. I’ll... more
In this episode of Business Exit Success, we dive into the concept of redefining retirement for high-achieving entrepreneurs who have... more
In this episode, I address the crucial question many business owners face: "Should I Retire Now?" I walk you through... more
In this episode, I share six key strategies to help you thrive when the market... more
In this episode, I discuss the critical number every business owner gets wrong when selling their business: the net amount... more
In this episode of Business Exit Success, we dive into a vital topic for anyone looking to secure their financial... more
In this episode, I dive into the top three investment mistakes that can derail your financial future and how to... more
In this episode, I share six essential money lessons that can transform your financial future. I discuss common financial mistakes... more
In this episode, I dive into the importance of understanding and breaking free from bad money... more
In this episode, I dive into investing in life beyond financial gains emphasizing the importance of Return on Life (ROL)... more
In this episode, we delve into the world of leadership transitions with Matt Sharrers, an expert in CEO succession and... more
In this episode, we tackle the crucial topic of exit planning for business partners. With more than half of privately... more
In this episode, we dive into the crucial considerations every business owner must address before exiting their business. Join us... more
In this episode, we dive into the benefits of using a Charitable Remainder Trust (CRT) to maximize the proceeds from... more
In this episode, we delve deep into Employee Stock Ownership Plans (ESOPs) with one of the... more
In this episode, we explore why establishing an exit strategy is not just wise but necessary for the wellbeing of... more
In this episode, we explore the top five barriers that entrepreneurs face when exiting their businesses and provide actionable strategies... more
In this episode, I interview Alex Prasad, a seasoned M&A attorney and entrepreneur and we dive into the crucial aspects... more
In this episode, learn about seven critical strategies to eliminate, reduce, or defer taxes when selling your business. We'll explore... more
Discover how a prenuptial agreement can safeguard your assets and ensure a smooth process in the event of unforeseen circumstances.... more
In this episode, we dive into effective strategies for business owners looking to maximize the value of their businesses in... more
Uncover essential asset protection strategies to safeguard your personal and business assets. Learn about choosing the right business entity, banking... more
Regardless of whether you're in the growth cycle of your business with no plans to leave your business anytime soon,... more
In this episode I explain the critical concept of planning with the end in mind, especially tailored for successful business... more
In this episode, we dig into four essential questions every entrepreneur must ask themselves before business succession planning and selling... more
In this inspiring episode, we dive deep into the remarkable journey of Ivan and Mariana who navigated the complex path... more
In this episode, I discuss five key financial strategies for entrepreneurs, focusing on building personal and business emergency funds, effective... more
In this episode of the podcast, we dive into critical questions that many retiring business owners face: "When is the... more
In this inspiring episode, we dive deep into the remarkable journey of Ivan and Mariana who navigated the complex path from burnout... more