Exit Coach Radio

John Lee Dumas - Encore Careers are Being Launched with Podcasts at Every Age

John Lee Dumas explains that in many cases age 50+ people are in a better position to be a Podcast host than their younger counterparts due to their extra years of experience.

To learn more about starting your own Podcast visit Podcasters' Paradise

 

Stephen Lynch - How to Create a Business That Can Outlive the Owner (K2817)

Stephen Lynch is the Head of Strategy and Consulting at RESULTS.com and the author of the award-winning book: Business Execution for RESULTS - a practical guide for leaders of small to mid sized firms. His book was judged best management book in the USA’s 2014 Small Business Book Awards. Stephen has had articles published in The Economist, and writes a weekly email newsletter that has over 40,000 business leader subscribers around the globe.

His company RESULTS.com provides management dashboard software to help you to engage your employees - and achieve your company goals faster. The software helps companies to track KPIs, Projects, Tasks and run more effective meetings to drive better results

Questions Answered: 

1. What are the main ingredients that go into creating a compelling company vision?

2. How do you engage employees to want to give more than the bare minimum?

3. What is the key to creating an enduring company culture - one that can outlive the owner’s involvement?

Contact Info: 

Website: www.results.com

Email: stephen.lynch@results.com

 

 

Swami Tirtha - How to Reduce Stress (K1217)

Swami Tirtha is the Author of "The Hip Guru's Guide", and for the past 40 years he has been helping business owners and their families with natural health and stress management.

Transcript: 

 

Swami: There's actually a lot of wellness research that shows that when businesses take care of their workers by giving them wellness plans, for example, several things happen more than we even expected. First, of course, they start feeling better. Secondly, they start to feel a sense of purpose, which you wouldn't necessarily put those two together. They then become more productive, more involved with the company, productivity goes up, quality goes up, and then another thing that people say is, "well, maybe if the workers are healthier, we won't have to pay as much in medical insurance or medical care," which is true, but they also found they were able to reduce their medical insurance costs in places like Safeway, saving millions of dollars a year. Taking care of your workers improves your heart, your soul, and your pocketbook.  

 

 

Dean Roberts - Retraining Yourself After Retiring (A0518)

Dean Roberts retired from his business in his mid 50's and has learned a thing or two since then. He talks about his book "I'll Fix My Head Before I'm Dead" (available on Amazon and Kindle) and answers questions such as:

Questions Answered

1. What do you see as the most important thing someone can do to continuously improve their life?

2. What books had the greatest effect on your  life?

3. What are your favorite quotes?

Contact info:

Email: dean@restlesstrader.com

 

 

 

Building a Portfolio - Bill Ellermeyer (A0418)

Host: Bill Black Audio Library: www.ExitCoachRadio.com

 

Bill Ellerymeyer discusses the changing job market, the portfolio approach, and how to make income while pursuing your passions. 

 

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

Diane Conklin - Turning Your Knowledge Into Profits (K0917)

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

Diane's business name really describes what she does - she has Complete Marketing Systems...and she does

it all using direct response marketing so you never waste another marketing dollar. Her Topic Title is "Turning

Your Knowledge into Profits"

Questions discussed:

1 - What do you mean by turning your knowledge into profits?

2 - What are you known for?

3 - What's the most important lesson you can share with us today about growing a business?

Contact Diane at Diane@CompleteMarketingSystems.com

On the run? Take us with you! Just tell Siri or Google to "find Exit Coach Radio!" for our mobile app (or enter ExitCoachRadio.com into your mobile browser)

 

 

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

Tony Pelusi - Change Often Starts With a Difficult Conversation (J1417)

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!

 

 

Transcript: 

 

Tony: I get a call from a gentleman, he wanted to know if I can come in and talk to him and his partner, and I was pleased to do that. When I got there, I found out they were having their best year yet, financially, but their worst year personally. The business was 20 years deep and they had lots going for them, but the fun was gone. And they hardly talked to each other inside the office anymore, let alone outside the office. They wanted to know if I could help, and I told them I would, as long as they were willing to think outside the box. So we did some investigation and identified their goals, and we created a plan that we could put into effect. And the first, and most important, piece was for them to have the conversations that they so often avoided even though they knew they were going to be helpful, because they were uncomfortable. So I was able to facilitate discussion and get them to open up, and that really caused their relationship to warm up and flourish. Then, we turned to some of the different things, the procedural, and logistic, and strategic concerns within the business. 

 

 

 

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

Preparing for Your Encore Career (1m) Marc Camras (J0217)

Marc Camras, President, MVision Consulting discusses some of the factors that go into deciding what makes for a good fit when thinking about a new business opportunity for the next chapter in your life.

 

 

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

Pina Di Cola - Why Selfies Can Be Bad for Your Peace of Mind (H1617)

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

Pina Di Cola, a Photographer and Owner of Pina Di Cola Photography in Los Angeles, discusses a fading art form - the skill of a true photographer to capture your essence in the age of the selfie, and she discusses her book "You are Photogenic: Discover Your True Self with Photo-Image"

Contact info:
Email Address:  pinadicola@gmail.com
Website:  pinadicola.com

 

 

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

Sasha Laghonh - Are You Sure You Are on The Right Path?

Sasha is the Creator of Sasha Talks, where she engages listeners and clients in Life Strategies, Wellness and Professional Coaching. To complement such coaching for individuals, intuitive insights are also available.

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

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

 

 

Carolyn Rosenblatt - The Pillars of a Healthy Retirement

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!

Carolyn Rosenblatt of www.AgingParents.com discusses 2 of the 3 Pillars of a Healthy Retirement.

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

 

Marnie Swedberg - Finding Time for You

Marnie has been a restaurant and retail store owner and the online mentor to over 14,000 leaders from over 30 countries. She also has authored 12 "How To" books, and in this episode she shares tips of how you can do it all and still have time for yourself!

And be sure and get the free e-Book "Business Continuity: 5 Steps to Protect your Family", a True Story of a business planning tragedy and steps you can take so your Family does not become the Victim of an Unplanned Business. To Download it FREE  Click Here

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

 

 

 

Liz Bentley - Succession Planning

Liz Bentley is the President of Liz Bentley Associates, a business focused on Leadership Development and Organizational Consulting. Today, she will discuss succession planning strategies. 

Questions Asked: 

1. Why do so many companies need help with succession planning right now? 

2. What does your team of consultants to help navigate succession planning 

3. What is the biggest struggle you see? 

Contact Info: 

Website: www.lizbentley.com

Email: liz@lizbentley.com

Bonus Material: 

DiSC Assessment to assess leadership style at www.lizbentley.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

Richard Katz - Transitioning from Lawyer to Author

Richard Katz is a retired trial lawyer turned author. Today, he will discuss the finer points of writing and how he was able to change his career path through research and following his own personal desires. 

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

Mike Burleigh - Don’t Count on Inheritances to Save Your Retirement

Expecting mom and dad to help fund your retirement by leaving you an inheritance? Don’t count on it.

That’s one of the messages behind a new survey by HSBC Holdings PLC, the London-based parent of HSBC Bank USA.

According to the survey, 23% of pre-retirees would ideally like to spend all of their savings and let their children fend for themselves. In contrast, a mere 9% say they want to save “as much money as possible to pass on to the next generation.”

What’s behind the 14-point gap between those who want to spend it all and those who want to give as much as possible to younger generations? Several things. Many worry that by giving money to their children they will “take away the drive of the next generation to succeed,” says Brian Schwartz, an HSBC wealth adviser. Still, others anticipate that due to improvements in longevity, they may spend much of their savings along the way.

For many, though, the “spend it all” mentality doesn’t necessarily equate to a desire to spend it all on themselves. Mr. Schwartz says many people in or approaching retirement are interested in or practicing a “new approach” to estate planning that emphasizes giving away some money to the next generation while they are still alive. For some, the appeal is that they will get to see their children and grandchildren enjoy and benefit from their largesse. For others, it’s a way of testing the impact an inheritance will have on their progeny — in order to make adjustments if necessary. Still, others want to give their money away while alive for tax reasons.

“There is already talk in Washington about reducing the estate tax exemption to the levels that were in effect in 2009,” says Mr. Schwartz. Currently, individuals can transfer $5.43 million tax-free at death. A return to 2009’s level would mean the limit would revert to $3.5 million. “People recognize that estate taxes may go up” in the future, making it more palatable to give assets away now, he says.

The survey of 1000 Americans — 21% of them retirees — was part of a global survey of 16,000 people in 15 countries.

While the new approach to inheritance makes a certain amount of sense, it nonetheless comes with risks. In particular, giving away money before death now can leave you at greater risk for not having enough in later life.

The best plan, financial advisers say, is for families to talk — if only to establish realistic expectations.

Not surprisingly, many families are loath to discuss these issues. Adult children, in particular, aren’t eager to ask their parents about inheritances for fear of coming across as greedy.

Still, the survey indicates that working Americans have high hopes for inheritances — perhaps too high, according to Mr. Schwartz. According to the survey, almost half expect to receive an inheritance. Among them, nearly 20% are banking on an inheritance to completely or largely fund their retirements, while half say they expect to receive enough to provide them with some support in their later years.

While some may have good reason for their expectations, many others are likely to find that they won’t be getting nearly as much as they had hoped, says Mr. Schwartz.

In an era of low interest rates, volatile financial markets, expanding longevity, and rising costs for health and long-term care, parents may find that they need every penny for themselves. Indeed, thanks to medical gains, a 65-year-old man has a 60% chance of living to age 80 and a 40% chance of reaching 85. For women, the odds are 71% and 53%, respectively. All of this has made the 85-and-over age bracket the fastest-growing segment of the population.

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 

Paul Cronin - What Will Your Life Be Like After You Exit?

In this 1 minute highlight, Paul Cronin, Partner & Director of Business Development of the  Successful Transition Planning Institute discusses 3 basic questions to contemplate as you prepare for a fulfilling life after Business Sale or Transition.

Transcript: 

Paul: There are a few essential questions you need to answer, and these are really existential questions. Okay, what's next for me? Number two is, what should I be doing with my business? Number three is, what should I be doing with my life? And when you have a very straightforward process to answer those questions, you end up creating new ideas, new opportunities, and then from there, you can start making decisions about which of these great new ideas are really good and which of them maybe aren't so great after all, until you make better decisions, more thoughtful decisions, or, what we call, more balanced decisions. And whenever you do that, you are more likely to come out with a better outcome, a more satisfactory transition from being the business owner to whatever this new life it is you've decided on.

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 

Pat Peason - Pairing College and Retirement

Patrick Peason has been in the financial industry for over 25 years, and specializes in the unique challenges that face today's retirees and pre-retirees. In today's tough market economy, seniors especially need to fully understand all the various options that are currently available to assist them in protecting and growing their investment portfolios. 

Since Pat’s focus is on serving the needs of retirees and pre-retirees, he offers conservative strategies that seek to minimize risk to principal while maximizing income.His process helps each client understand how much risk is appropriate in determining the optimalasset allocation for them. This strategy has served Patrick and his clients well; his success has garnered him some of the industry's most prestigious awards. Additionally Pat has hundreds of happy clients across the state. An award winning national speaker, Pat also instructs top level executives to help them become more effective communicators. This will be an entertaining, informative and dynamic program!

Among the many challenges unique to today's generation of working parents trying to save for retirement is the fact that college tuition costs have never been higher. According to figures from the College Board, the average cost of attending a public university (including tuition, fees, room, and board) for the 2013-2014 academic year was $18,391 for in-state students and $31,701 for out-of-state students.  For private, non-profit colleges and universities, the average was $40,917.* 

So daunting are those numbers for most parents that a majority of them admit they aren't even trying to save for their children's college. In a report released recently byCertified Financial Planner (CFP) Board of Standards, Inc., more than two-thirds (69 percent) of 1,003 parents surveyed said that they have not started saving for their children's higher education because everyday living expenses have left no additional funds.**

It's a sad finding, of course, but not really surprising when you consider that those "everyday living expenses" may include not just food, housing, and utilities, but a multitude of other financial demands and predicaments that are - in many instances - unique to today's generation of working Americans.  

Is it Any Wonder?

As I've noted in previous columns, some of these predicaments have arisen in just the past few years as part of the fallout from two major stock market drops since the year2000, the collapse of the housing market, and the onset of the Great Recession. In the wake of the recession, for example, many Americans were forced to refinance their mortgages.  At the same time, basic middle-class living costs have gone up while incomes have stagnated.  And here's the biggest irony: according to the CFP survey, nearly half of today's working parents (an estimated 48 percent) have fallen behind on their own college loans and are still struggling to pay off their student debt!  So, is it really any wonder that junior's college fund has been forced way down on the priority list?

Interestingly, though,the CFP survey also indicates that among the priorities most Americans put ahead of college planning, the top two are: building an emergency fund and saving for retirement.  That's interesting because it suggests the assumption that college planning and retirement planning need to be, or ought to be, separate things, which is not really the case. On the contrary; people should be aware that comprehensive financial planning can enable you to meet your current needs while working toward all of your long-term goals - including college and retirement - simultaneously, and often in ways that are mutually beneficial to each goal.  Conversely, separating and prioritizing long-term goals can very often cause you to miss out on opportunities to enhance or expedite the growth of your assets overall, or to protect them from unnecessary losses.  This requires strategy, however, and financial planning expertise on an expert level.

Tax Breaks

To clarify that point, let's look at those CFP survey respondents who reported that they were, in fact, saving for their children's higher education.  Among them, the majority (61 percent) said that they were doing so through a savings account, while 40 percent said they were using a 529 plan and 33 percent said they were using "investments."  Now, these strategies may all be ideal for these individuals depending on their situations, and provided they are part of a comprehensive plan that also incorporates retirement and other long-term goals.  If not, then these individuals may not be saving for college nearly as effectively as they could be.  They may, for instance, be losing out on tax breaks or opportunities to maximize returns on their 529 plans and investments.  Also, hopefully these parents are aware that certain investment tools undercut financial aid eligibility while others do not. That's important when you consider 56 percent of people surveyed said they were"counting on" some level of financial aid to help cover their children's college costs.

The bottom line is that with so many unprecedented financial challenges facing Americans as they plan for retirement, it's understandable that for many, the prospect of saving for college might seem too daunting to even think about. But the fact is,professional guidance and comprehensive financial planning can help you not only put the kids through school, but simultaneously prepare for a comfortable retirement marked by financial security and dependable, lifelong income.

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 

David Heath - The Journey That Started a Passion

Years ago, David Heath, an Adventurer/Traveler and Photographer, set out on an adventure. Little did he know it would become his passion.
David has created a book "Burma - An Enchanted Spirit" - it's a coffee table art book that will expose you to a different pace of life.

Questions Discussed:

1. What brought you to Burma ( Myanmar)?
2. What have you learned from the people of Myanmar?
3. How has Myanmar changed in the last few years?

Contact Info:

Email: david@heathstudios.com

Website: www.heathstudios.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

Bill Ellermeyer - Unretirement, the Future for Work

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!

Bill Ellermeyer discusses why it's important to develop your digital profile, and why the most successful owners never stop building their social media network. 

Paul Cronin - Start Planning Your Post-Sale Life with an Assessment

In this 1 minute highlight, Paul Cronin, Partner/ Dir. of Bus. Dev. - Successful Transition Planning Institute discusses an Assessment tool that many business owners have used to learn about themselves and create a clear picture of what might make for a fulfilling lifestyle after selling or transferring their business.

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.

Exit Coach 20M Interview: Investing 101 - Kris De La Pena

Host: Bill Black. Kris De La Pena discusses retirement, purchasing power, and the importance of hedging your portfolio with the rising cost of living. Audio library: www.ExitCoachRadio.com. New content daily - check back often! 

Julia Stiles - Your Call to Adventure

Julia is a health and transformation Coach who helps people bring a sense of adventure and curiosity to a major life change. Listen t her story and her approach to life -- it's fascinating!

Maura Sweeney - What Makes You Smile?

Maura Sweeney is in the business of inspiring people to live happy - from the inside out. In this 20 minute interview she talks about exiting our comfort zones in order to create midlife (or Third Act) careers that are filled with purpose and fun.

Check back daily to hear more tips, ideas and precautions from top Advisors, Authors and Thought Leaders!

Swami Tirtha (20m) Reducing Stress Boosts Creativity and Production

Listen to Swami Tirtha with an open mind. For the past 40 years he has been a breakthrough expert and is the author of "The Hip Guru's Guide." Here he describes the catalyst that led him from being over-worked and over-stressed to helping business owners and their families and employees to reduce stress and boost creativity. He offers Natural tips for Health, Wealth, peace and Joy.

The Journey to Find Purpose - Roget Laidig

Host: Bill Black Audio Library: www.ExitCoachRadio.com

Roger Laidig discusses life choices, hope, and messages you can take away from life and relationships. 

DO YOU HAVE A QUESTION YOU WOULD LIKE BILL BLACK TO ANSWER ON THE AIR? LEAVE A VOICE MAIL OF YOUR QUESTION AT https://www.speakpipe.com/ExitCoach 

End of Life Planning - Chris Hill

Host: Bill Black Audio Library: www.ExitCoachRadio.com

Chris Hill discusses decisions that have to be made after the worst happens, and how you make the difficult process easier. 

Do you have a question you would like Bill Black to answer on the air? Leave a voicemail of your question at: https://www.speakpipe.com/ExitCoach 

Staying Valuable After Retirement - Raj Tumber

Host: Steve Beatty  Audio Library: 

Raj Tumber discusses staying active after retirement and the importance of honing in on a specialty to remain an asset. 

Check out our archives on iTunes! 

Exit Coach 20M Interview: Goal Identification - Scott Miller

Host: Bill Black. Audio library: www.ExitCoachRadio.com. 

Scott Miller discusses goal identification, how to achieve goals, and the importance of looking at the big picture after retirement. 

New content daily - Check back often!

Exit Coach 20M Interview: Working After Retirement - Mark Kravietz

Host: Bill Black. Audio library: www.ExitCoachRadio.com. 

Mark Kravietz discusses working after retirement, and the trouble with idle time. 

New content daily - check back often!

Exit Coach 20M Interview: Wealth Management for Farmers - Randy Long

Host: Bill Black. Randy Long discusses wealth management, inheritance, and exit planning for farmers. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

Exit Coach 20M Interview: Increasing the Value of Your Company - Devon Blaine

Host: Bill Black. Devon Blaine discusses the importance of visibility, business publications, increasing sales, and predictability when planning an exit strategy. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

Ultimate Business Owner 20M: The Importance of Periodic Reviews and Second Opinions - Gregory Freeman

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

Exit Coach 20M Interview: Exit Preparedness - Don Burzen

Bill Black interviews Don Burzen who shares tips, ideas and precautions to help business owners and their families leave their business, while enhancing and protecting the value of the business in the aftermath. We upload new content daily so check back often!

Exit Coach: It's Time to Retire the Word Retire (20m) Kerry Hannon

Bill Black interviews Career and Retirement Expert Kerry Hannon, Columnist and Contributing Editor for The New York Time, Forbes, AARP, and PBS, and Author of "What's Next? Finding Your Passion and Your Dream Job in Your Forties, Fifties and Beyond" and "Great Jobs for Everyone 50+: Finding Work That Keeps You Happy and Healthy ... and Pays the Bills". Kerry offers many valuable insights on the topic of life after age 50, and offers insights regarding opportunities, as well as some tips and precautions.

We'll be back tomorrow with fresh new content, so please check back! And don't keep ExitCoachRadio.com a secret -- that's not nice!

What to Know Before You Buy A Franchise (20m) Josh Brown

Are you thinking about buying a franchise business? Listen to this and get in touch with Josh Brown first!

We upload new content every day - please check back often!

Surviving Retirement as a Couple (20m) Miriam Goodman

Miriam Goodman of MG Consultants discusses some of the issues couples face when one or both spouses retire.

We upload new content daily so please check back often!

Creating your "What's Next" (20m) Roberta Taylor

Roberta Taylor helps people create a fulfilling post-retirement life and shares ideas and tips in this 20 minute interview.

We upload new content daily so please check back often!

How to Transform Wall Street (20m) Kim Ann Curtin

Kim Ann Curtin, www.TheWallStreetCoach.com discusses how she has coached many professionals who needed to transition from one career to the next and what she has learned about their experiences. Watch for Kim's new book "Transforming Wall Street: A Conscious Path for a New Future"

See the Index for more on this Topic or by this Guest. Listen on iTunes: iTunes.ExitcoachRadio.com .

 

Bigger is Not Always Better for an Encore Business (1m) Marc Camras

Marc Camras, President, MVision Consulting discusses the importance of thinking about your goals and objectives and factors that go into your business selection if you want to "re-wire" your business life after selling your existing business.

We add new content daily, so come back often! 

 

Retire or Re-wire? AARP Has Resources For You (17m) Jean Setzfand

Jean Setzfand is Vice President of Financial Security at AARP. She leads AARP's educational and outreach efforts aimed at helping Americans have financial peace of mind in retirement. She discusses the many factions of the over 37 million AARP members and the many ways that AARP can help no matter what your path to retirement.

We upload new content several times daily, so please check back often! You can also subscribe to us on iTunes at http://iTunes.ExitCoachRadio.com

The Post-Business-Sale Transition - Matthew Capell

Matthew Capell, January Partners, discusses what is normally expected of an Owner who has sold their business after the close.

We add new content daily, so come back often! 

 

Always Let Your Values Drive Your Actions (1m) Tony Pelusi

In this 1 minute Highlight, Tony Pelusi, Tony Pelusi & Associates discusses how he begins to understand what his clients need by comparing their values against their actions.

We add new content daily, so come back often! 

 

(20m) Tony Pelusi - It's Time To Find Your Balance

In this 20 minute Interview, Tony Pelusi, Tony Pelusi & Associates discusses how he helps clients transition from being overly focused on the office to living a life of meaning and balance.

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 Tony- 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! 

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Transition Choices -- Paul Cronin

1.       You are GOING to leave your business someday.  You only have two choices for transitioning:

a.       Plan your transition on YOUR terms

b.      Let OTHERS plan it FOR you (i.e., family, governments, courts, lawyers, etc.)      

2.       Most business owners think of retirement as one of two choices:

a.       Die at their desk (because they can’t think of anything more meaningful to do)

b.      Retire to a boring, meaningless life (i.e. “The Golden Years” our grandparents retirement)

                                                               i.      We say: no there is a third choice – The Platinum Years℠, a dynamic life, full of purpose and meaning, the best 10,20 or 30 years of life

3.       Leaving your business is NOT a “Do It Yourself” project.  Depending on the size of your business, you will need at least 4 and as many as 17 different advisors

a.       Why?  Because the skills and knowledge you have gained to start and run your business, are NOT the same skills and knowledge that you need to leave your business, and you don’t have 20 years to learn them all

 

 

 

Successful Transition Planning Institute
Paul F. Cronin
Andover, MA

978-749-9546
978-697-4380 (cell)

paul@thenexttransition.com
Google+: pfpcronin
Linked-In: paulfcronin