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  • The BOLD Process: Business Owner's Insurance and Combination Strategies

    The BOLD Process: Business Owner's Insurance and Combination Strategies
    2026/10/17
    Business owners face unique financial challenges that require strategies extending beyond traditional retirement planning. We explore how combining life insurance, long-term care coverage, and key person insurance can help protect a business, support employees, and potentially provide tax advantages. We also discuss the importance of business valuations, succession planning, and tax-efficient exit strategies to help turn years of hard work into lasting retirement income.
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    1分未満
  • A Guide to Selling Your Business

    A Guide to Selling Your Business
    2026/02/21
    In this episode, we will guide you through the process of selling a business from a financial advisor’s perspective. We’ll talk about readiness, valuation, deal structure, taxes, emotions, and—most importantly—what comes after the sale.
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    1分未満
  • The Challenges of Running a Business

    The Challenges of Running a Business
    2026/02/07
    This week on Business Owner Playbook, we’re stripping away the "hustle culture" veneer to tackle a silent killer of promising startups: the cash flow crunch. We explore why a high-revenue year can still leave you broke if your timing is off and how to bridge the gap between a sent invoice and a cleared check. Join us for a candid look at the financial tightrope walk every entrepreneur eventually has to master.
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    1分未満