Exit Coach Bill Black interviews Top Advisors for Tips, Ideas & Precautions for Business Owners who want to grow and protect their company value and plan for a successful Business Sale or Transfer. Listen daily so you can be well-planned!
Episodes
Monday May 06, 2024
Monday May 06, 2024
Stephanie is a Nurse who has witnessed dozens of end of life situations and has some very interesting insights to help you deal with your own situation and those you care about to help you be remembered for your planning instead of your lack of planning.
Sunday Mar 10, 2019
Sunday Mar 10, 2019
W. Bailey Smith is the "Trust Doctor", an Estate Planning Attorney with Tredway, Lumsdaine & Doyle, LLP. Over the past 40 years he has been practicing law he has drafted over 6,000 Trusts and has seen it all. He discusses some of the planning problems and solutions he has handled over the years.
Contact Bailey at bsmith@tldlaw.com
Wednesday May 31, 2017
Wednesday May 31, 2017
In this 1 minute highlight, Tim Voorhees, Managing Partner, Matsen Voorhees Law discusses a brief overview of the Zero Tax plan that his firm strives to help business owners and other with appreciated assets achieve.
The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Tuesday Mar 07, 2017
Tuesday Mar 07, 2017
T. Phillip Boggess of TPB Financial discusses the critical first steps of planning.
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest .
Host: Bill Black, The Exit Coach Radio Show - the Information Station for age 50+ business owners.
Transcript:
Bill: What's the first step in planning? Here's T. Phillip Boggess
T: The first thing for everybody, whatever you're doing, is you need to get started. The plan isn't worth the paper it's written on, unless you take steps to move toward your goals and take the action steps you had in there. The reality is, the earlier you get started on most of these things, the more options you have, the more likely you are to be able to accomplish what you're trying to accomplish. And the second part is, your plan has to be flexible, and you have to review it to make sure over time that it's still performing the way you want it to, because things change, you know, whether it's laws, taxes, economic environment, your goals, your personal situation, it's gonna change. So, we have to review it and make whatever tweaks are necessary along the way to keep you going along that path, or making the turn, if your goals have changed, to your new path so we are going the direction that you want to go at that time.
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Wednesday Dec 07, 2016
Wednesday Dec 07, 2016
Bill Black's guest shares tips & ideas for age 50+ business owners. New content daily - check back often!
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
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Thursday Nov 03, 2016
Thursday Nov 03, 2016
W. Bailey Smith offers no-nonsense, straightforward tips on preparing for the inevitable.
Transcript:
Bill: Well, we all know we have death and taxes in common, here's W. Bailey Smith with some no-nonsense tips for preparing.
W.: We're all gonna die, it's just a question of when. Get your ducks in a row and make sure you have your planning properly set up. Not just your living trusts, but also, do you have a current healthcare directive? Are you avoiding the Terri Schiavo problem? And do you have it with you at all times? Some of my clients have a wallet card with their health care directive on it, so that regardless of when they have that heart attack or car accident, they always have their heath care directive with them to get off life support if there's no hope of any recovery. Also, they should have a current power of attorney, durable power of attorney, that allows somebody else to pay their bills if they become incapacitated.
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
Friday Sep 09, 2016
Friday Sep 09, 2016
In this 1 minute highlight, Tim Voorhees, Managing Partner of Matsen Voorhees Law Offices discusses the four elements of successful planning.
Transcript:
Tim: When you look at the elements of tax planning, you'll see there are four main ingredients. First is charitable planning. You get the income tax deductions, the tax-free growth, et cetera. Second is discounting, where when you move assets from one trust to another, you can often compress the value, what we call a squeeze and a freeze, or a squeeze and a freeze by Voorhees. Third, you have low-interest loans which work really well in the current low-interest environment. And then fourth is life-insurance. I put life insurance up there as one of the top four vehicles for efficient tax planning. In particular, what happens is, if you fund insurance correctly, you can do it very tax efficiently in the front end, the money grows tax-free and the money comes out tax-free. And that way, we find that the insurance is a key component of a lot of these advanced strategies.
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Thursday Aug 28, 2014
Thursday Aug 28, 2014
Buck Blanton interviews Barry Dixon who shares his tips, ideas and insights on the state of our current home buying market. We upload new content daily so check back often!
Friday Jul 11, 2014
Friday Jul 11, 2014
Vanessa Terzian of Terzian Law Partners explains that Estate Planning is not just for the wealthy and constant changes require periodic review of your planning.
We upload new content every day - please check back often!
Wednesday May 14, 2014
Wednesday May 14, 2014
Mike Wittick, President - Michael J Wittick, a Prof. Law Corp, discusses the need to plan for more than just your death when you discuss your Estate Plan.
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest .
Saturday May 03, 2014
Saturday May 03, 2014
Michael Wittick, President - Michael J Wittick, a Prof. Law Corp, discusses the importance of working with a team of specialists in the many disciplines involved in Estate & Business Planning.
We add new content daily!
Monday Apr 14, 2014
Monday Apr 14, 2014
Matt Amaro, Associate at BarthCalderon,LLP, discusses an important consideration when planning for your Business and your Family.
The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
We add new content daily, so come back often!
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Thursday Mar 27, 2014
Thursday Mar 27, 2014
Bill Black takes the mic for the 100th Episode of The Exit Coach Radio Show to describe common knowledge from our first 100 Advisor interviews.
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest .
Host: Bill Black, The Exit Coach Radio Show - the Information Station for age 50+ business owners.
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Friday Feb 14, 2014
Friday Feb 14, 2014
In this 20 minute interview, Matt Amaro, Associate at BarthCalderon,LLP, discusses how business owners need to integrate business succession and estate planning when they are thinking about their futures.
The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
Check back to listen to other content by Matt- 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 125 Advisors booked and we add new content daily, so come back often!
Please mention Exit Coach Radio to your friends!
ExitCoachRadio.com - Come Listen for a Minute!
Friday Feb 14, 2014
Friday Feb 14, 2014
In this 1 minute highlight Matt Amaro, Associate at BarthCalderon,LLP, discusses the key reasons why people who own Real Estate need a Living Trust.
The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
Check back to listen to other content by Matt - 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 125 Advisors booked and we add new content daily, so come back often!
Please mention Exit Coach Radio to your friends!
ExitCoachRadio.com - Come Listen for a Minute!