Exit Coach Radio

Rick MacBarron - Financial Planning Tips for Business Owners (G0717)

 

 

 

 

 

Rick MacBarron shares some financial planning tips from his many years of experience. Find his full interviews by searching in our index.

Transcript: 

Bill: What's the buyer who's gonna buy your business, gonna look for in your business? Here's two great tips from Rick MacBarron.

Rick: The investment banking market is a nervous market, buyer's are very, very careful. So, again, when you present to the market, the business has got make a lot of sense. A buyer's gotta be able to look at the financials and understand it quickly, and not have to do a lot of digging around and, "can you explain this to me, please?" and, they don't want to ask a lot of those questions. Well, the other thing I see, Bill, is business owners just doing too many things, so that when a buyer comes along, the buyer's gonna say, "well, wait a minute, Mr. or Ms. Business Owner, you are the business." A company I'm working with right now in Wilmington, where we're intentionally bringing in a management team, so that when my client steps out, the buyer can look at it and say, "okay, this is a business I can buy, and it can continue running without the big guy still in the company." 

 

Mike Carter - Making Business Valuation Accessible & Affordable (K0617)

BizEquity's Valuation as a Service (VaaS)TM system was created to democratize business valuation knowledge for all business owners and the advisors who serve them. Our vision is to value every private business in the world and to make business valuation affordable, accessible, and real-time, thus ushering in the next great cloud based software andBig Data company for Small Business.

Questions Answered: 

1. Why did you start BizEquity?

2. Why is BizEquity important to an advisor? 

3. Where is BizEquity in 10 years? 

Contact Info: 

Website: bizequity.com

Email: brent@bizequity.com

 

 

 

Leslie Groene - Focusing on Top Line Growth (D1718)

Leslie Groene is the President of Groene Consulting in Huntington Beach, California. Today, she will discuss how your business can develop top line growth. 

 

Questions Asked: 

 

1) How does someone prioritize selling activities?

2) Why is having a goal and creating a plan so important?

3) What characteristics are crucial for today's business develop professional?

 

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!

 

 

Alan Beaulieu - Prepare to Prosper Before the Next Great Depression (J2417)

ITR Economics is in the business of international economic forecasting and consulting.

Alan discusses the great depression coming to the US and what we can do to prosper by knowing this information.

Questions discussed:

Why is the Great Depression coming to the US?

Is it just the US?

When? Also, can anything stop it?

Contact info:

Email Address alan@itreconomics.com

Website www.itreconomics.com 

Read his Book:

Prosperity in the Age of Decline

Print and ebook, Amazon and Barnes & Noble

Heath Goldman - Don’t Build Your Financial House Without an Architect (I2017)

In this 20 minute interview, Heath Goldman, Financial Architect of ICON Wealth & Legacy Partners, discusses how he works with clients as an "Architect" to add thought and structure to complex plans. He also talks about popular tax minimization and other financial strategies that tax-weary business owners are exploring to minimize the many layers of taxes on wealth.

 

 

 

 

Kathy Mondotte - The Right Way to Follow Your Passions

 

 

 

 

 

 

Kathy Mondotte talks about her current projects, and the reward of following your passions with fervor and dedication. 

 

 

Paul Ousterhout - KPIs Drive Profits Today and Exit Value Tomorrow (G2417)

 

 

 

 

 

 

 

 

 

The KPI Guy is dedicated to bringing actionable KPIs to small and medium business. We turn data to dollars by designing, implementing and optimizing business performance metrics. You can't manage what you don't measure. Website: kpiguy.com  Email: paul@kpiguy.com

 

Kerri Salls - Maximize the Value of Your Business (F3017)

Kerri Salls is in the business of early exit planning for owners of private and family run businesses.

 

Soyini Coke - Planning Pays: It's Powerful, Practical, and Profitable (C1918)

Soyini Coke is the Founder and Principal of Annona Enterprises. Today, she will discuss the benefits of planning, and why it's so important for success. 

Questions Asked: 

 

1) Strategic Planning is very often viewed by business owners as an exercise for large businesses. How can they make it both relevant and profitable in their operations? 

 

2) If a CEO doesn't want to do a 50 page business plan or strategic plan, what are your recommendations for how they can get some benefits?

 

3) What are some of the financial results you've seen business owners get from a great plan?

 

Contact Info: 

 

Website: www.annonaenterprises.com

Email: soyini@annonaenterprises.com

  

 

Aaron Weiner - What You Don't Know About Your Lease Can Hurt You (K0417)

Aaron Weiner is the Sr. Vice President of Bailes & Associates. Aaron is in the business of Commercial Real Estate Brokerage and focuses on tenant representation. 

Questions Answered: 

1) "Real estate leases are long and full of fine print and legalese. How much of it is really negotiable?"

2) "Can you give me an example (or a couple of examples) of a lease clause that tenant's don't pay much attention to that can be negotiated to their benefit?"

3) "Most tenants equate high image with a fancy location and high rent. Are there other considerations they should be taking into account?" 

Contact Info: 

Website: aaron.weiner@weinerproperty.com

Email: aaron@bailesre.com

 

Larry Bell - Plan Your Unique Solution

Larry Bell works in the field of benefit planning for Non Profits after final regs. 

Questions Answered: 

1) How does it work?

2) Why would the client want to use this planning tool?

3) Why do consultants and clients need to use to solve the problem?

 

Contact Info: 

Email: larrybell@theuniquesolution.com

 

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

 

Kaaren Hall - Self-Directing an IRA

Kaaren Hall is the President of uDirect IRA Services in Tustin, California. Kaaren helps people use their retirement accounts to invest outside of wall street into real estate, private stock, loans and much more! 

Questions Discussed:

1) Is self-directing for everyone?

2) What are the steps to self-directing an IRA?

3) How long does the process take?

Contact Info: 

Email Address: KHall@uDirectIRA.com

Website: www.uDirectIRA.com

Bonus Material: 

ExitCoachRadio.com - Great Advice from Great Advisors! 
Listen to Daily interviews and tell your Business Owner friends!

Tim Voorhees - Minimizing Capital Gains with Advanced Techniques

In this 1 minute highlight, Tim Voorhees, Managing Partner - MatsenVoorhees Law discusses an overview of a tax reduction technique called "Capital Gains Split Dollar".

Transcript: 

Tim: We started with charitable remainder trust back in the 1980s, but the industry and the tax code have both evolved to the point where there are now much more sophisticated vehicles. One of the clever techniques we've developed over the last couple years is a solution referred to as, Capital Gains, Split Dollar. We simply have a client with an appreciated business have the buyer put the money in a trust for the benefit of our seller, our client, and when the buyer puts the money in the trust they receive a Split Dollar Agreement, so there's no current tax on the transaction. Moreover, if the client invests the money in the trust tax efficiently, there's only a very small tax, and the wealth grows tax efficiently, so the client can then borrow it out with tax-free loans throughout his or her lifetime, and know that the balance will pass tax-free to the children. And, when you look at the benefits of that type of Capital Gains, Split Dollar solution, you see that the client literally can have two, three, four times more wealth as opposed to just selling a business in a taxable transaction. 

ExitCoachRadio.com - Great Advice from Great Advisors! 
Listen to Daily interviews and tell your Business Owner friends!

Angela Sloan - What Women Need to Know about Retirement (E1717)

 

 

 

 

 

 

 

 

 

Angela Sloan is the CEO and founder of Sloan Financial Group. Today, she will discuss the key aspects that women need to know about retirement, and how they can plan for it.

Website: www.sloanfinancial.net

 

Check out our new search directory to hear top Advisors and Speakers at www.ExitCoachRadio.com

 

Show host and speaker Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz.

 

Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com

Harris Glasser - Focusing on What You Have (E1317)

 

 

 

 

 

 

 

 

 

Harris is the man that teaches us how to squeeze the most juice out of our orange. We all have this idea that we need to do more business to make more money. What Harris has done though, for himself and others, is teaching how to get the best use out of the business, time and money that we are currently working with, now.

Website: www.HarrisHelps.org

 

Check out our new search directory to hear top Advisors and Speakers at www.ExitCoachRadio.com

 

Show host and speaker Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz.

 

Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com

 

David McAdams - Maximize Your Social Security Benefits

David McAdams is a well-known financial educator in Memphis. His retirement presentations have been widely attended by retires of FedEx, Northwest Airlines, UPS, and UT Memphis. Mr. McAdams has assisted numerous families with investing several million dollars.

David has published articles in Forbes Magazine, the Germantown Times, and the River News on estate planning and has taught the retirement Investment Strategies Class at several area workshops. 

 

Mr. McAdams is the President of McAdams Tax Advisory Group, LLC an independent advisory group specializing in issues concerning retirees. McAdams Tax Advisory Group has an A accredited rating with the Better Business Bureau, and is a member of the Greater Memphis Chamber.

 

Questions Answered: 

 

1) What are your thoughts on why 75% of retirees are receiving reduced Social Security benefits?

2) How are the Baby Boomers approaching Social Security decisions of how and when to draw differently than their parents?

3) What are some common myths about Social Security?

4) What are some ways to maximize Social Security?

 

Contact Info: 

 

Website: http://www.mcadamstaxadvisory.com/

Email: tclaiborne@mcadamstax.com 

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

Richard Golubow - Practical Solutions for Financial Distress (E2818)

Richard H. Golubow is an insolvency and financial restructuring attorney. He is a founding member and the managing shareholder of Winthrop Couchot Professional Corporation, one of Southern California’s premier bankruptcy, insolvency and financial restructuring law firms, speaking about bankruptcy and financial restructuring. I always try to keep my clients as far away from bankruptcy as possible, because of substantial cost and delay.

 

Questions Asked: 

 

1) Who is the typical client that you represent?

2) Are there industries that you specialize in?

3) When should someone call you?

4) What separates or distinguishes you from other insolvency lawyers?

 

Contact Info: 

 

Website: www.winthropcouchot.com

Email: rgolubow@winthropcouchot.com

 

Help Richard 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. For a free White Paper on Exit Planning text EXITPLAN to 44222.

 

Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com

 

Jeff Verdon - Asset Protection Strategies That Work (D2718)

Jeffrey Verdon of Jeffrey M. Verdon Law Group, LLC discusses asset protection strategies that do not require you to lose control of assets forever to work.

Help Jeff 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  

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  

John Ayling - Shortage of Financing Capital (C2418)

John Ayling is the CEO of LD Holdings. He is in the business of acquiring small to medium sized businesses owned by Baby Boomers who do not have succession orexit plan strategies. 

Questions Answered: 

 

1) What does the overall landscape look like for Baby Boomer Biz owners over the next 15 years? 

2) Why has financing shriveled up over the last 8 years?

3) How can LD Holdings assist these Baby Boomer Biz Owners with an exit strategy? 

Contact Info: 

Website: www.ldholdings.com

Email: glenn@LDHoldings.com

 

Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a call at www.BBschedule.com

or visit www.Ersi.biz

 

Wesley Wood - Achieve Your Vision and Financial Success (B0318)

WesleyWood is the founder, president and CEO of Wood Financial Group, LLC, a local, independent financial services company located in Hendersonville, TN. A graduate of the University of Mississippi, Wesley received a Bachelor’s Degree in Business Administration. He holds series 6, 7, 63 & 65 licenses and is licensed in multiple states.

 

Wesley and his dedicated team are passionate about guiding families and individuals in achieving their vision of financial success. Using an integrated, holistic approach, he prides himself on understanding his clients’ needs and developing a customized, innovative strategy that helps chart a path toward a secure financial future. His area of expertise includes retirement planning, wealth management, tax savings strategies and tax management, estate planning and preservation, annuities and life insurance, long term care and 401K and IRA rollovers.

 

Wesley takes his role as trusted advisor very seriously, only utilizing strategies and techniques that have stood the test of multiple market cycles. He believes that great things are accomplished through sound partnerships built on trust and integrity and he works hard to exemplify these values in everything he does, both professionally and personally. Service and personal attention are the defining qualities that set him apart from others.

 

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

 

David Fox - Due Diligence Preparation

David Fox is the co-owner of Comperio, a company focused on online learning. Today, he is going to talk about Enterprising Education for Business Owners. 

Questions Asked: 

1) What are some of the issues you’re trying to address? 

2) What form will the courses take, and when will they be available? 

3) Are you going to create these courses yourself or work with other professionals? 

Contact Info: 

Website: comperio.tv

Email: david@davidfox.com

Bonus Material: 

Go to www.comperio.tv and subscribe to receive updates. Authors can email david@comperio.tv or call 415.264.2170 

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

Michael Cosentino - America's Retirement Crisis (I3017)

Bill Black interviews Michael Cosentino who discusses some of the problems facing retirees and his new book.

 

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

Stan Sung - Large Family Businesses Are Turning to Family Offices (D1518)

GENRICH helps affluent families their future generations with governance in the areas of family cohesion,

investments, risk, tax and asset protection.

Questions discussed:

1. How is a family office different than a wealth manager?

2. What type of family would be best served by a family office?

3. Is there a certain size or net worth of a family where it makes financial sense to begin thinking about a

family office structure?

Contact info:

Email Address stansung@genrichfo.com

Website www.genrichfo.com

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, email him at billblack@ersi.biz or visit www.Ersi.biz

 

 

 

 

 

 

 

 

 

Wayne Pinnell - Preventing Financial Pitfalls in Your Business (A2118)

Haskell & White LLP is one of the largest independently owned accounting, auditing and tax consulting firms inSouthern California, specializing in servicing public and private middle-market companies. With locations in Irvine andSan Diego, Haskell & White combines the expansive services, knowledge, experience and reach of national and international accounting firms with the personal attention, responsiveness and value of a local organization.

Questions Answered: 

1) What are some of the financial pitfalls that business owners face while getting ready to sell their company? 

2) How can this be prevented? 

3) What industries in particular are in need of CPA help when prepping for M&A?

Contact Info: 

Website: www.hwcpa.com

Email: wpinnell@hwcpa.com

 

 

Anthony Saccaro - Middle Class Families are on Financial Thin Ice (A0618)

Anthony A. Saccaro, ChFC, founder and president of Providence Financial & Insurance Services, is a financial planner and registered investment advisor-but is first and foremost an educator. For over 15 years, he has consulted with thousands of individuals about their finances. He is passionate about teaching and coaching clients on the universe of investment options in order to help them develop clear income strategies for a secure future.

 

Questions Asked: 

 

1) You say most families are walking on a financial tightrope, what does that mean? 2) How can Americans overcome stagnant wages? 

3) How can Americans start adequately saving for retirement? 

 

Contact Info: 

 

Website: www.providencefinancialinc.com 

Email: info@providencefinancialinc.com 

 

 

David Scranton - Sound Income Strategies (K0817)

New York-based Sound Income Strategies was founded by David Scranton of Scranton Financial Group, Connecticut. One of the nation’s most successful and respected independent financial advisors, David Scranton has been specializing in the universe of income-generating savings and investment strategies for over 15 years. Prior to that, he followed a typical business model based heavily on stock market-based investment strategies. But in late 1999, Scranton’s knowledge of stock market history enabled him to foresee the coming 2000 stock market collapse and the onset of a new 20-plus year secular bear market cycle. Since changing his business model, Scranton has built a thriving personal practice based on “defensive” income-based financial strategies designed to help protect clients from the dramatic stock market fluctuations and economic uncertainties of the past 15 years. He’s also taught hundreds of advisors nationwide how to do the same for their clients.

A highly sought-after stock market expert who frequently shares his insights on CNBC, Bloomberg, Fox Business and other national outlets, Scranton recognized a need to again change his business model in late-2013. That’s when the Federal Reserve first announced the impending end of its unprecedented quantitative easing efforts after six years. Anticipating one of the outcomes would be the eventual end of a 33-year trend of overall declining interest rates, Scranton knew the time was right to launch Sound Income Strategies, a Registered Investment Advisory firm specializing in the active management of individual fixed income securities.

 

 

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

 

John Grace - There Goes the Neighborhood (K0417)

John Grace, President, Investor's Advantage Corp. discusses a trend in housing that suggests that "bigger is not better" for the future.

Transcript: 

John: All of us bought the big house in the same 20 year period. Well, let's see, that means that the eldest of the Boomers are 68, the youngest is 50, what's going to be next? Is it reasonable, in your opinion, that if we roughly bought all of the big houses on the big lots in the same 20 year period that we might be getting out of those houses, for various reasons, in a similar timeframe? It's reasonable to me. So, what we're saying is, to those, like I say the 50, 60, and 70 year olds, put paint on that thing and sell it, put that house up for sale, get your cash, do not wait, because you may find that we're in the beginning of another downturn, as far as real estate, that might be more than 10%, it might be 30%, and who would like to see that happen again when you need the money? 

 

 

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Michael Burleigh - Don't Count on Inheritance to Save Your Retirement (J1317)

Michael Burleigh is the President of Peak Capital Management. Today, he will discuss why people shouldn't count on inheritances to save their retirement. 

 

Questions Asked: 

 

1) Why should people not count on inheritances from their parents to fund their retirement? 

2) Why is there a 14 point gap between those who want to spend their money and those who want to give it to younger generations?

3) Why is giving money away before death leaving people at greater risk for not having enough money later in life? 

 

Contact Info: 

 

Email: mike@peakcapitalmanagement.net

Website: www.peakcapitalmanagement.net

 

 

 

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

Ultimate Business Owner 20M Interview: Pros and Cons of Private Equity Management - Scott Bullock (J0717)

Steve Beatty interviews Scott Bulloch who shares tips, ideas and precautions in the area of private equity management. We upload new content daily so check back often!

 

 

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

How a Financial Architect Would Build Your Planning House (1m) Heath Goldman (J0317)

Heath Goldman, Financial Architect of ICON Wealth & Legacy Partners, offers brief tips to business owners who are starting to get ready for their exit planning phase.

 

 

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

John Grace - It's a Numbers Game (I2017)

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

John Grace, President, Investor's Advantage Corp. discusses the demographic trends ahead.

 

 

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

Andrew Arons - Seasonal Patterns in Stocks (H2217)

Andrew Arons is a Managing Partner at Synergy Advisory Management Group. Today, he will discuss seasonal patterns that have existed in Mid-Cap stocks over the past 33-34 years. 

 

Questions Asked: 

 

1) Why is there a seasonal pattern to stocks? 

2) Is it predictable? 

3) What type of accounts do these shifts benefit? 

 

Contact Info: 

Website: www.synergyamg.com

Email: aarons@nationwideplanning.com

 

 

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

 

Efficient Multi-Disciplinary Planning Starts With A Blueprint (1m) Tim Voorhies (H2017)

Tim Voorhees, Managing Partner of Matsen Voorhees Law Offices discusses the importance of creating a financial blueprint to unite your advisor team before drafting documents and funding plans.

 

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

 

The Government Wants Your Retirement Plan Assets (1m) Tim Voorhies (H1117)

Tim Voorhees, Managing Partner - Matsen Voorhees Law discusses the horrific level of taxes that can be levied on Retirement Plan Assets for unplanned situations..

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

Angela Sloan - How Can I Try to Manage the Impact of an Interest Rate Hike? (H0817)

For 30 years Angela Sloan, CEO and founder of Sloan Financial Group, has dedicated herself to helping her clients secure their financial affairs. Unfortunately at a young age, she was swindled out of her life savings by her “trusted” advisor. This misfortune motivated Angela to make it her life’s work to keep bad things from happening to good people.

Angela’s sound, responsible financial advice and tax-saving strategies have helped her clients grow and protect their retirement nest eggs, even throughout these turbulent financial times. While she specializes in income tax planning and managed money, conservative investments, she has expanded her practice to include estate planning, long-term care insurance, Medicare supplements, life insurance and property and casualty insurance.

Questions Answered: 

1) How can I try to manage the impact of an interest rate hike?

2) What are high-yield bonds?

3) How can I reduce my investment risk?

Contact Info: 

Website: www.sloanfinancial.com

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

 

John Ayling - Shortage of Financing Capital (G1117)

A 1 minute excerpt from a recent interview with John Ayling. Hear the full interview by entering 'John Ayling' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!

Transcript: 

John: I'm into financing businesses, so number one, your finances have to be in pretty good shape, especially if it's something we have to have so we can do SEC audits. Now, we're not necessarily saying they need SEC audits done, but they have to have trackability of their sources, of where they bought, what they sold, what barters they rent, and their financial statements. I think they should have an idea of what the opportunities are, what kind of opportunities they see. Because they're in the industry, and we're not. We have to find people to find people that are in that industry, so they have to know the industry pretty well, which they should. It has to be something that would be appealing to them to buy. If they were looking at a company, what would they need? 

Need to work ON your business? Start with a free assessment at www.BizGrowth123.com  

Kraig Strom - Income Strategies in Retirement (F2217)

Kraig Strom discusses the realities of income investing today and the importance of understanding and planning for your needs and understanding all of your options.

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

Work ON your business - free assessment at www.BizGrowth123.com

Tim Voorhees - The Best Tax Bracket is the ZERO Tax Bracket (E3117)

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

William De Temple - Raise Capital Quickly (E2917)

William De Temple is a Nationally Recognized Expert Business Growth Coach, Key Note Speaker, Founder of 4 Rapid Growth Companies, Author, Board Member of Public, Private and nonprofit companies. 

Questions Answered: 

1) What is the most important thing an owner can do to grow their business? 

2) What have you seen the most successful business owners do that helps them achieve their success?

3) Why do you believe building a $100 Million company is within the normal business owners reach?

 

Contact Info: 

 

Website: www.BuildA100MillionDollarCompany.com

Email: wdetemple@antirion.co

 

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" 

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Ross Givens - Trusting the Market

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. 

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

Guy Baker - Why Managing Markets is Better Than Buying Individual Stocks

Guy Baker of www.Wealth-Teams.com discusses key financial strategies for business owners and investors of all types, sizes and ages.

Contact Info:

Email Address: guy@btagroup.net 

Website: www.wealth-teams.com

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

 

 

Andrew Scammon - Strengthen & Lengthen Your Retirement Plan

Andrew works with Financial Planners and Advisors, CPAs, Trust Attorneys and Realtors to strengthen and lengthen retirement planning.

Questions Answered: 

1. What customers worry about versus what they should worry about?

2. How important is liquidity to retirement? 

3. What are some red flags when discussing reverse mortgages?

Contact Info: 

Website: www.effectiveretirement.com

Email: socalreverse@gmail.com

Bonus Material: 

No obligation discussion whether reverse mortgage will help you, or your clients, reach your retirement goals. Free second look for clients already considering reverse mortgage.

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

T. Phillip Boggess - Planning First Steps

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. 

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

Jeffrey Verdon - All About the NING Trust

Jeffrey Verdon is a managing partner at Renowned Trusts & Estates, and is also an asset protection lawyer. Jeff will be speaking about the recently popular NING Trust being used by residents of high income tax states to eliminate state income tax on Non-CA source investments. 

 

Questions Asked: 

 

1) What are the two or three most popular and beneficial pieces of advice you generally provide?

2) What is the NING Trust and who is the best candidate for one?

3) Can you give an example of how the NING Trust could be used by a CA high tax resident to save state income tax?

 

Contact Info: 

 

Website: www.jmvlaw.com

Email: jeff@jmvlaw.com

Bonus Material: 

Call 949 333-8150 for a no cost telephone interview

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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