In 1966, two Brazilian men were found dead on Vintém Hill under bizarre circumstances that continue to perplex investigators and conspiracy theorists alike. Lying side by side, their bodies were discovered wearing matching lead masks—shields with no eyeholes—alongside cryptic notes. Were they victims of a cult ritual, a failed experiment, or something even more otherworldly? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
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Ep #074: What Should I Do With The Cash In My Business Account?
Manage episode 407119223 series 3557963
Контент предоставлен Tom Poltersdorf Jr.. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Tom Poltersdorf Jr. или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In this episode I discuss effective cash management in businesses with our latest podcast episode, "What Should I Do With The Cash In My Business Account?" We explore strategies for emergency fund maintenance, smart investment choices, and optimizing financial growth. Ideal for entrepreneurs and business owners, this episode will discuss actionable insights on leveraging business capital for sustained success.
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We help business owners:
→ Understand the complexity of navigating a business transition
→ Assess their level of preparedness from a financial, tax, and legal perspective
→ Plan for the next chapter of their life
👉 Get Your Free Readiness Assessment!
-----
WANT MORE BUSINESS PLANNING TIPS?
Subscribe to the Business Exit Success Newsletter.
As a thank you, you'll receive a copy of The Freedom Point: A Financial Planning Guide for Business Owners.
116 эпизодов
ПоделитьсяManage episode 407119223 series 3557963
Контент предоставлен Tom Poltersdorf Jr.. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Tom Poltersdorf Jr. или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In this episode I discuss effective cash management in businesses with our latest podcast episode, "What Should I Do With The Cash In My Business Account?" We explore strategies for emergency fund maintenance, smart investment choices, and optimizing financial growth. Ideal for entrepreneurs and business owners, this episode will discuss actionable insights on leveraging business capital for sustained success.
-----
We help business owners:
→ Understand the complexity of navigating a business transition
→ Assess their level of preparedness from a financial, tax, and legal perspective
→ Plan for the next chapter of their life
👉 Get Your Free Readiness Assessment!
-----
WANT MORE BUSINESS PLANNING TIPS?
Subscribe to the Business Exit Success Newsletter.
As a thank you, you'll receive a copy of The Freedom Point: A Financial Planning Guide for Business Owners.
116 эпизодов
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Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment Get the Free Exit & Succession Guide: https://beyondyourexitwm.com/exit-succession-ebook -------------------- If you’re a business owner in your 50s or 60s thinking about selling your company, this is for you. After working with tons of business owners as a Certified Financial Planner and Exit Planning Advisor, I’ve seen a pattern. People hit retirement and suddenly wish they had made a few key moves way earlier. Today I’m sharing the top 5 things business owners consistently tell me they wish they’d done at 60, so you don’t make the same mistakes. Here’s what we’ll cover: Why guessing your business value could cost you millions How saving outside your business gives you way more flexibility The tax planning moves that can save you a fortune (but take years to set up) What to do now so you don’t feel lost after you sell How to avoid family drama by getting everyone on the same page early Selling your business is a big deal, financially and emotionally. These lessons come straight from the real-life experiences of other owners who’ve been through it. ------------- Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment…
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Business Exit Success
Get the Free Exit & Succession Guide: https://beyondyourexitwm.com/exit-succession-ebook Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment ---------------- A lot of business owners dream about selling their business and retiring, but not everyone is truly ready. In this video, I’ll walk you through 7 critical questions to determine if you’re prepared for a smooth and profitable exit. If you can confidently say YES to all of these, you’re on the right track. If not, don’t worry, I’ll provide actionable insights on what you can do next! --------------- Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment…
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Business Exit Success
Get the Free Exit & Succession Guide: https://beyondyourexitwm.com/exit-succession-ebook Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment ------------------- Mark sold his business at 60 and walked away with $850,000. A year later, he was filled with regret. Why? Because like many business owners, he didn’t plan beyond the sale. In this episode, I walk you through the four major pitfalls that caused Mark's retirement to unravel and how you can avoid the same costly mistakes. Whether you're planning to exit in one year or five, understanding these critical areas could save you from a million-dollar mistake. ----------------------- Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment…
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Business Exit Success
Many business owners go broke after selling because they underestimate taxes, overspend without a plan, and fail to invest wisely leading to financial regret and instability. In this episode, we break down the five biggest exit planning mistakes and reveal strategies to protect and grow your wealth after selling your business. Take the first step by getting your Free Readiness Assessment. 👉 Get Your Free Readiness Assessment! ----- WANT MORE BUSINESS PLANNING TIPS? Subscribe to the Newsletter! As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession." Click here to subscribe and grab your free guide.…
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Business Exit Success
1 Ep #112: Exit Planning Masterclass: How to Unlock the Wealth In Your Business (Strategic Planning for Business Owners) 28:16
Selling your business is one of the most significant decisions you'll make as a business owner, whether you’re retiring, transitioning to new leadership, or planning to sell your business. Listen in and learn: The three components of your exit readiness Essential steps to prepare your business for sale Strategies to maximize the financial and personal benefits of your exit ----- We help business owners: → Assess their level of readiness to exit from a financial, tax, and legal perspective → Craft a wealth plan to exit comfortably and with confidence → Plan for the next chapter of their life 👉 Get Your Free Readiness Assessment! ----- WANT MORE BUSINESS PLANNING TIPS? Subscribe to the Newsletter! As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession." Click here to subscribe and grab your free guide.…
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Business Exit Success
1 Ep #111: Unlocking The Freedom Point: How to Exit Your Business and Achieve Financial Independence 6:51
Take the first step by getting your Free Readiness Assessment. 👉 Get Your Free Readiness Assessment! WANT MORE BUSINESS PLANNING TIPS? Subscribe to the Newsletter! As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession." Click here to subscribe and grab your free guide.…
What if working longer is costing you more than you realize? In this video, I reveal 6 compelling reasons to retire sooner rather than later, including the impact on your health, the value of your time, and the relationships that truly matter. Watch the YouTube Version The Value of Time: Why time is our most precious resource and why delaying retirement could cost you. Health Benefits: How retiring can significantly reduce stress and improve your quality of life. Limited Best Years: Understanding the difference between lifespan and health span, and why your healthiest years might be right now. Strengthening Relationships: How retirement allows you to invest in meaningful connections with family and friends. Breaking Free from Work Identity: Avoiding the trap of defining yourself solely through your career. Your Financial Readiness: Why you may be in a stronger financial position than you think to retire comfortably. If you're considering retirement, this video will help you weigh the benefits and understand the true cost of continuing to work when you're already ready to step back. Resources: Expenses In Retirement Chart Time Spent With Children Chart ----- We help business owners: → Assess their level of readiness to exit from a financial, tax, and legal perspective → Craft a wealth plan to exit comfortably and with confidence → Plan for the next chapter of their life 👉 Get Your Free Readiness Assessment! ----- WANT MORE BUSINESS PLANNING TIPS? Subscribe to the Newsletter! As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession." Click here to subscribe and grab your free guide.…
Listen in as I break down the critical details of 401k loans—the pros, cons, and major risks you need to be aware of before borrowing from your retirement savings. We discuss how a 401k loan works, the ease of accessing funds, and the potential advantages like no credit checks and quick approval. However, we also explore the often-overlooked dangers, including missed investment growth, double taxation, and the significant risk of repayment penalties if you change jobs or can't pay back the loan in time. Whether you're in a financial emergency or considering a major purchase, this video offers essential insights to help you make an informed decision. Learn about alternative borrowing options like home equity loans, personal loans, and even 0% APR credit cards. ----- We help business owners: → Assess their level of readiness to exit from a financial, tax, and legal perspective → Craft a wealth plan to exit comfortably and with confidence → Plan for the next chapter of their life 👉 Get Your Free Readiness Assessment! ----- WANT MORE BUSINESS PLANNING TIPS? Subscribe to the Newsletter! As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession." Click here to subscribe and grab your free guide.…
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Here are my top 10 actionable recommendations to help you get your retirement savings on track, even if starting from zero in your 40s or beyond. Whether you’re 40, 45, or even 50 with no savings, these strategies will guide you through the steps needed to build a solid financial foundation. We’ll cover everything from how to save money effectively, budgeting tips, and smart investing strategies to growing your income, improving your mindset, and preparing for unexpected events. Watch the YouTube Video: 40 Years Old and Nothing Saved For Retirement - Top 10 Recommendations RESOURCES: Books The Psychology of Money Think And Grow Rich The Path ----- We help business owners: → Assess their level of readiness to exit from a financial, tax, and legal perspective → Craft a wealth plan to exit comfortably and with confidence → Plan for the next chapter of their life 👉 Get Your Free Readiness Assessment! ----- WANT MORE BUSINESS PLANNING TIPS? Subscribe to the Newsletter! As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession." Click here to subscribe and grab your free guide.…
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Business Exit Success
In this episode, we dive into the critical topic of borrowing from your 401k and why it could be a major setback for your financial future. Many business owners see 401k loans as a quick and convenient way to access cash, especially in tough times or for significant purchases. However, the hidden costs, double taxation, and missed investment opportunities make borrowing from your retirement savings a risky move. We’ll explore the common pitfalls of 401k loans, the true cost of paying yourself back with interest, and why this strategy often backfires. Learn how these loans can jeopardize your long-term financial security and what you should consider before making the leap. ----- We help business owners: → Assess their level of readiness to exit from a financial, tax, and legal perspective → Craft a wealth plan to exit comfortably and with confidence → Plan for the next chapter of their life 👉 Get Your Free Readiness Assessment! ----- WANT MORE BUSINESS PLANNING TIPS? Subscribe to the Newsletter! As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession." Click here to subscribe and grab your free guide.…
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Business Exit Success
In this episode, we dive into strategies to help business owners maximize their 401k to build wealth and reduce the need to rely solely on selling their business for retirement. Learn actionable tips on how to optimize your 401k, including when to start investing, how much to contribute, the best ways to invest your funds, and what to do with your 401k when changing jobs. We also discuss common mistakes to avoid, such as paying high fees, taking loans against your 401k, and not increasing contributions over time. Tune in to take control of your retirement savings, minimize risk, and ensure a successful transition into retirement. ----- We help business owners: → Assess their level of readiness to exit from a financial, tax, and legal perspective → Craft a wealth plan to exit comfortably and with confidence → Plan for the next chapter of their life 👉 Get Your Free Readiness Assessment! ----- WANT MORE BUSINESS PLANNING TIPS? Subscribe to the Newsletter! As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession." Click here to subscribe and grab your free guide.…
Investing during market highs can be intimidating, but it’s also a great opportunity if you have the right strategies. I’ll guide you step-by-step on how to take advantage of soaring markets while keeping your investment goals on track. Resources: New Highs Happen In Clusters Chart Investing Before Market Crash Returns Chart ----- We help business owners: → Assess their level of readiness to exit from a financial, tax, and legal perspective → Craft a wealth plan to exit comfortably and with confidence → Plan for the next chapter of their life 👉 Get Your Free Readiness Assessment! ----- WANT MORE BUSINESS PLANNING TIPS? Subscribe to the Newsletter! As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession." Click here to subscribe and grab your free guide.…
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Business Exit Success
In this episode of Business Exit Success, we dive into the concept of redefining retirement for high-achieving entrepreneurs who have successfully exited their businesses. Rather than settling into a traditional retirement, we explore how to channel the same drive and energy that fueled your business success into new, fulfilling ventures. Whether it’s through mentorship, volunteering, or lifelong learning, this episode will inspire you to think beyond the exit and embrace the next chapter of your life with purpose and passion. Resources: Ivan and Mariana Polic Interview - Episode 80 Marcia Barnes Interview - Episode 65 Matt Sharrers Interview - Episode 95 ----- We help business owners: → Assess their level of readiness to exit from a financial, tax, and legal perspective → Craft a wealth plan to exit comfortably and with confidence → Plan for the next chapter of their life 👉 Get Your Free Readiness Assessment! ----- WANT MORE BUSINESS PLANNING TIPS? Subscribe to the Newsletter! As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession." Click here to subscribe and grab your free guide.…
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Business Exit Success
In this episode, I address the crucial question many business owners face: "Should I Retire Now?" I walk you through five critical questions to help determine if it's the right time to step away from your business. From assessing your financial readiness and calculating retirement needs to understanding the tax implications and managing post-sale investments, this episode offers a comprehensive roadmap for business owners considering retirement. ----- We help business owners: → Assess their level of readiness to exit from a financial, tax, and legal perspective → Craft a wealth plan to exit comfortably and with confidence → Plan for the next chapter of their life 👉 Get Your Free Readiness Assessment! ----- WANT MORE BUSINESS PLANNING TIPS? Subscribe to the Newsletter! As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession." Click here to subscribe and grab your free guide.…
In this episode, I share six key strategies to help you thrive when the market crashes. Drawing from my experience guiding clients through market downturns, I explain how to navigate financial turbulence and make the most of down markets. Whether you’re a business owner or an individual investor, this episode provides valuable insights on shifting your perspective, aligning investments with your timeframe, leveraging tax loss harvesting, considering Roth conversions, rebalancing your portfolio, and sticking to your plan. Tune in to learn how to protect and grow your wealth even during market volatility. ----- We help business owners: → Assess their level of readiness to exit from a financial, tax, and legal perspective → Craft a wealth plan to exit comfortably and with confidence → Plan for the next chapter of their life 👉 Get Your Free Readiness Assessment! ----- WANT MORE BUSINESS PLANNING TIPS? Subscribe to the Newsletter! As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession." Click here to subscribe and grab your free guide.…
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