Exit Coach Radio

Steve Medland - The Millionaire Next Door (G1517)

Steve Medland is a Certified Financial Planner and co-founder of TABR Capital Management, an independent, fee-only financial planning firm based in Orange County, California. Today, he is going to talk about issues that the Millionaire Next Door faces.

Please share this interview with your Social Media contacts!

 

 

Skip Weisman - How Communication is Killing Company Profits in Small Businesses (E1618)

 

 

 

 

 

 

 

Skip Weisman is in the business of improving workplace communication so that small business owners can create a more positive, productive and profitable company.

Questions Asked: 

1) You typically work with small businesses with between 6-60 employees, why do you focus on that size/type of business?

2) How, specifically, does communication kill company profits in small businesses?

3) What are the biggest communication mistakes small business leaders make in leading their employees?

Contact Info

Website: www.YourChampionshipCompany.com

Email: Skip@WorkplaceCommunicationExpert.com

 

John Bly - Cracking the Code (F2617)

 

 

 

 

 

 

 

 

 

 

 

John Bly is an author and co-managing member of LBA Haynes Strand, PLLC. Today, he will discuss small business and the current M&A environment. 

 

 

 

 

Ross Givens - How to Build a Wealth Empire

Ross is the Chief Market Analyst and writer for, "Wealth Empire." He advises subscribers on traditional and alternative wealth-building strategies. His service, the 13F Insider, tracks the trading activity of top hedge fund managers in order to find high-conviction investment opportunities. He is also a former broker, advisor and educator in the financial markets for (JPMorgan Chase, Regal Securities)

 

Ross grew up in the Gulf Coast in Mobile, Alabama. He bought his first stock at age 12 (Microsoft) - he really wishes he held on to that one! Ross began trading stocks in high school and has been hooked on the markets ever since. He earned a BS in Finance from Auburn University and acquired his Series 7 and 66 licenses in his senior year. He has worked at a few investment advisory firms but grew tired of how most clients get taken by lagging returns and high fees that wipe out hundreds of thousands of dollars in potential gains each. 

 

As an avid reader of investment philosophy, Ross has studied the work of Ben Graham, Warren Buffett, Howard Marks, Seth Klarman and other legendary money managers. He believes that value is the foundation of every investment decision and the most successful Wall Street titans have all used a similar framework. 

 

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

 

Sam Kohn - Fast Cash - Where To Turn When You Need Access To Cash Quickly - (D0318)

 

Sam Kohn, CEO at National Equity Funding, discusses loan tactics, including obtaining appraisals, consultation, and exit strategies. 

 

Help Sam out - Click the LinkedIn button to Share this interview with your contacts!

 

Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com  

Sean Hyman - Delinking from the Dollar-Dilution Game

Sean Hyman has an extensive background in the financial markets, having spent more than 20 years in the investing trenches. Over that time, he’s been a stockbroker at Charles Schwab, a trading course instructor for foreign exchange market maker Forex Capital Markets (FXCM), a financial writer for numerous outlets, and a key speaker at conferences both nationally and internationally. Over the course of his career Hyman has also held five financial licenses.

Through his variety of experience in these positions and trading his own accounts, Hyman has accumulated a wide range of tools to decipher key market trends, and to find opportunities in often-overlooked corners of the market. According to Hyman, by linking U.S. dollars to foreign currencies — which you can do by purchasing exchange-traded funds — you can retain purchasing power and de-link yourself from the dollar-dilution game the Federal Reserve is playing.

 

Questions Asked: 

 

1) Is the Fed really trying to kill the US dollar? 

2) How is the "tide turning" in the stock market? 

3) Why is the Fed diluting the dollar?

 

Contact Info: 

 

Website: www.ultimatewealthreport.com

Twitter: @Sean_Hyman

 

Jorge Ochoa-Lions - Why Your Business is Starving for Cash

Jorge Ochoa-Lions is a business consultant specializing in profitability. He is going to talk about production of cash, and what are some of the reasons why businesses can be starved for cash, even when they have strong revenues. 

Questions Answered:

1) Why is it that so many businesses struggle with cash?

2) What can a business president do today to begin improving the cash in their business?

3) What is the fierce reality about revenues?

Contact Info:

Website: www.businessoperatingfinancials.com

Email: jorge.ochoa@businessoperatingfinancials.com

 

 

William DeTemple - Raise Capital Quickly

Capital is the life blood of every company. Read his book Raise Capital Quickly available at www.RaiseCapitalQuickly.co/exitcoach. To grow a highly successful company you need capital and what Antirion does is Bridge Entrepreneur's Knowledge, Strategies and Profits so their business can become an investable grade business that can attract the capital it needs to achieve scalable growth.

Questions discussed:

How many different sources of capital are there?

What is the key that makes a company an investable grade company?

Do you introduce your clients to sources of capital with whom you have a relationship?

Contact info:

Email: wdetemple@Antirion.com 

Website: www.antirion.com

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

 

Dr. James Pinckney - Direct Medicine & the Future of Healthcare (K2117)

Dr. James Pinckney, 32, is the founder & CEO of Diamond Physicians in Dallas. The practice is much like a concierge medicine, but affordable. They're tripled their business over the last year and most recently expanded to Frisco. Take a quick look at his website and his media page. He's been on WFAA and several other TV stations/radio stations talking about how his business is booming because of rising insurance costs. He's planning to take his business strategy to a national, even global, level. 

Questions Answered: 

 

1) How did you create Diamond Physicians?

2) What is Direct Medicine?

3) How is your model profitable?

4) Why do you believe Diamond Physicians is the future of healthcare in America?

5) What are your plans for expansion?

Contact Info: 

Email: info@diamondphysicians.com 

Website: www.diamondphysicians.com

Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

New! Get our iPhone app at the App Store  - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com 

Retirement Matters 20M Interview Can You Outsource Your Fiduciary Responsibility? - Larry Crocker (J0817)

Host: Buck Blanton. Audio library: www.ExitCoachRadio.com. 

Larry Crocker discusses fiduciary roles, responsibilities, and potential burdens for advisors. 

 

 

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

Ross Givens - Buy Apple Stock (H1817)

Ross is the Chief Market Analyst and writer for, "Wealth Empire." He advises subscribers on traditional and alternative wealth-building strategies. His service, the 13F Insider, tracks the trading activity of top hedge fund managers in order to find high-conviction investment opportunities. He is also a former broker, advisor and educator in the financial markets for (JPMorgan Chase, Regal Securities)

 

Ross grew up in the Gulf Coast in Mobile, Alabama. He bought his first stock at age 12 (Microsoft) - he really wishes he held on to that one! Ross began trading stocks in high school and has been hooked on the markets ever since. He earned a BS in Finance from Auburn University and acquired his Series 7 and 66 licenses in his senior year. He has worked at a few investment advisory firms but grew tired of how most clients get taken by lagging returns and high fees that wipe out hundreds of thousands of dollars in potential gains each. 

 

As an avid reader of investment philosophy, Ross has studied the work of Ben Graham, Warren Buffett, Howard Marks, Seth Klarman and other legendary money managers. He believes that value is the foundation of every investment decision and the most successful Wall Street titans have all used a similar framework. 

 

 

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

 

Bill Spetrino - The Great American Dividend Machine

Bill Spetrino is a professional investor who has made millions for his clients and himself through strategic investing. A trained accountant, he graduated from John Carroll University in Ohio and spent a decade teaching. A lifelong entrepreneur as well, Spetrino set out to understand and codify a simple dividend investing strategy for amassing a retirement nest egg, an idea that eventually led to the creation of The Dividend Machine newsletter for Newsmax in 2009. Using his strategy, Spetrino picks the kinds of dividend stocks Warren Buffett or the late Sir John Templeton would recommend — long-term cash generators that also can offer handsome appreciation potential.

Questions Answered: 

1) How can I have $100,000 in dividend income in 24 years while making less than 5 figure income? 

2) How can I prepare for retirement? 

3) Why are stocks are the best investment?

 

Contact Info: 

Website: http://www.billspetrino.com

 

Bonus Material: 

 

Book on Amazon: "The Great American Dividend Machine" 

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

 

Alan Beaulieu - Avoiding the next Great Depression

Alan Beaulieu is in the business of international economic forecasting and consulting. Today he will discuss the economic depression coming to the US, and what we can do to prosper by knowing this information. 

Questions Answered: 

1) Why is the Great Depression coming to the US?

2) Is it just the US?

3) When? Also, can anything stop it?

Contact Info: 

 

Website: www.itreconomics.com 

Email: alan@itreconomics.com 

To hear more tips from over 750 Advisors, visit exitcoachradio.com

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Jonathan Zucker - Diversify Your Asset Base Beyond Traditional Classes

Host: Bill Black. 

Jonathan Zucker discusses how to make your business attractive and sell it appropriately in the marketplace. 

Audio library: www.ExitCoachRadio.com. Be Sure to Visit Our Advisor List!

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Brad Williams - Millennials Are Scared to Invest

Brad has over 25 years of addressing the financial concerns of retirees and business owners. Add his strong communication skills and Brad, after first listening to his clients’ needs and concerns, is able to simplify and explain in everyday language even the most complex concepts and alternatives. He treasures the trust his clients place in him and safeguards it by his words and actions. His reputation for unquestioned integrity is far more important to him than any fee or commission. For these reasons and more, Brad often forms a close personal relationship with his clients.

While he can be described as a personable and caring person with a passion for his work, Brad’s most accurate characterization might be “the consummate professional.” His singular goal is to treat his clients “as if they were my own parents” and help them build a sound foundation for their financial house. By any measure, some say, he is an advisor worth standing in line to do business with.

 

Questions Answered: 

 

1) How have millennial's life experiences affected their attitudes about investing? 

2) Why are their priorities are different than other generations?

3) Why should they be concerned about retirement savings?

 

Contact Info: 

 

Website: www.askbradwilliams.com 

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

Listening from an iPhone or iPad? Get our App in the App Store: click here

Adam Lomax - Wanting Financing versus Needing Financing

Adam Lomax of Oxygen Funding, Inc. discusses the different avenues to pursue based on your financing needs.

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

 

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

Listening from an iPhone or iPad? Get our App in the App Store: click here

Dennis Hensling - The Changing Mortgage Environment

Dennis Hensling, Vice President of United American Mortgage Company, discusses recent developments in the Mortgage Industry.

Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

New! Get our iPhone app at the App Store  - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com 

Jan Ibey - When Your Bank Is Not A Solution

Jan Ibey, CEO of Cinergy Commercial Capital, discusses alternative financing solutions for business owners.

Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

New! Get our iPhone app at the App Store  - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com 

Al Caicedo - What to Do with Your 401K After Your Company Shuts Down

Al Caicedo is President and Owner of CKS Summit Group, founded in 1996.Al’s focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years. He educates and enables them to come to understand, for themselves, the financial path they should follow. He has spent twenty years helping clients protect and preserve their assets. His safe money strategies helped clients save millions of dollars during the latest market collapse. Al is an asset preservation consultant and transitional planning specialist. The goals and objectives of a transitional client are more geared toward safety and risk elimination, peace of mind, developing income options and tax savings strategies, avoiding probate, and reducing or eliminating the potential for loss to a nursing home. CKS Summit Group is committed to act in the best personal and financial interest of our clients.An aging America, combined with the precarious state of Medicare and Social Security, have created a need for comprehensive retirement management that goes beyond the ability of general financial counselors. His practice focuses on addressing the distinctive financial needs of those nearing retirement and those who are already retired.Al is a member of the Presidential Who’s Who and the Million Dollar Round Table. He has been featured in the following publications: Oakland Press, the Detroit News, Observer & Eccentric, Builder Magazine, Consumers Digest, WWJ News Radio 950, WDIV- TV Channel 4, Fox 2 Detroit, and C&G Newspaper.

Questions Answered: 

1) Is any of my money at risk when the 401k plan closes?

2) What alternatives do workers have with their 401k when the company shuts down? 

3) If my company company shuts down the 401k plan do I owe any taxes?

4) What if I have taken a loan from my 401k?

Contact Info: 

Website: http://ckssummit.fixedincomecounsel.com

Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

New! Get our iPhone app at the App Store  - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com 

Michael Eastham - Moving from Stocks to Asset Allocation

Michael Eastham is the founding principal of Fellowship Financial Group in Altamonte Springs, Florida. Mr. Eastham has been involved in financial services for over twenty five years. He is an active member of the American Institute of CPA's and has earned their Personal Financial Specialist (PFS) designation.

Questions Answered: 

1) How much money should be in an investment portfolio? 

2) How do I get cash from stocks that have outperformed? 

3) How can I review and rebalance my asset allocation strategy? 

Contact Info: 

Website: http://fellowshipfinancial.fixedincomecounsel.com

Email: http://fellowshipfinancial.fixedincomecounsel.com/contact-us/

Show others you care, share

David Scranton - Sound Income Strategies

Bill Black, Host of the Exit Coach Radio Show, conducts this interview.

Guest; David Scranton, CEO and Founder of "Sound Income Strategies"
Sound Income Strategies was founded as a Registered Investment Advisory firm by David Scranton (CLU, ChFC, CFP®, CFA, MSFS) and is fully licensed and accredited by the U.S. Securities and Exchange Commission. With a central office in New York City, Sound Income Strategies serves clients nationwide, and is comprised of a team of investment management specialists with advanced training, expertise and experience with income based investment strategies.

Questions discussed:

1) Are you concerned about the effect on bonds that a rise in interest rates could cause?
2) What do you see interest rates doing in 2015?
3) How could the stock market be affected this year?

Contact David at www.soundincomestrategies.com

We upload new interviews and tips every day! Share this episode with your friends and be sure to check out our episodes on iTunes!

Oren Klaff - 1 minute interview highlight from Oren Klaff

A 1 minute except of Heath Frantzen's interview with Oren Klaff

ALTERNATIVE FUNDING FORUM: Arthur Lipper on Funding New Ventures for a Share of Revenues

Arthur Lipper is a world renowned financier, author, inventor and philanthropist. Here he discusses the mechanics of funding start-up ventures in exchange for a share of Revenues instead of a share of Profits.

The interview was conducted as a result of our coverage of the Global Entrepreneurship Alternative Funding Program, which took place on 11/231/2014 in Los Angeles.

Exit Coach 20M Interviews: Operations in a Multi-Family Office - John Nelson

Host: Bill Black. John Nelson discusses the business, finances, administration, and concierge services of affluent families. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

Ultimate Business Owner 20M: Playing BIG in Business - Kim Flynn

Steve Beatty's guest shares tips & ideas for age 50+ business owners. New content daily - check back often!

Exit Coach 20M: Maximizing the ROI of Your Human Capital Investment - Linda Duffy

Bill Black's guest shares tips & ideas for age 50+ business owners. New content daily - check back often!

Exit Coach 20M Interview: Franchising Your Business - Jack Bass

Bill Black interviews Jack Bass who shares tips, ideas and precautions in the areas of franchising your business, building your franchise, and even investing in it. We upload new content daily so check back often!

How Factoring Can Take The Lid Off of Growth (1m) Adam Lomax

Adam Lomax of Oxygen Funding discusses how Factoring can help companies expedite their growth.
We add new content daily, so come back often! 

Find Capital Online from Your Chair (20m) Nick Way

Nick Way, CEO of iBank, discusses the various and numerous types of capital and information resources available at iBank.

We upload new content daily, so please check back often!

Be Careful That Your Financing Does Not Cap Your Growth (1m) Jan Ibey

Jan Ibey of Cinergy Commercial Capital shares a client story where their financing source seemed reasonable but they inadvertently capped their growth opportunities.

We add new content daily, so come back often! 

Need Capital? Get Ready - Here's How (1m) Cliff Horwitz

Cliff Horwitz of Newport Board Group explains that Lenders need to see a few key things from businesses who need capital.

We upload new content several times a day so check back often!

(Article) Peter Meyers - Business Lending Issue – Solved!

When entrepreneurs seek working capital or equipment loans and lines of credit from banks, personal guarantees are regularly required to ensure that the business owner has “skin in the game” and to mitigate risk.  However the Great Recession crushed the

Read the rest of this entry »

(1m) When to Call About Factoring - Adam Lomax

Adam Lomax of Oxygen Funding discusses the best timing to call someone to discuss the benefits of Factoring. (1min). The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Baby Boomer Business Owners contemplating Business Succession and Exit Planning.

 

Listen to other content by this advisor - See the "ADVISOR INDEX" on right from the Home Page 
Or listen to our many other top Advisor Guests' 20 MINUTE INTERVIEWS and 1 MINUTE AUDIO TIPS

To get updates on new content and a Weekend Summary , text "EXIT" to 22828 or CLICK HERE

We have over 200 Advisors booked and we add new content daily, so come back often! 

Please mention Exit Coach Radio to your friends!