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
Tuesday Dec 06, 2016
Tuesday Dec 06, 2016
Andrew Karlen discusses determining the value of your business and the best way to determine its growth.
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
Monday Dec 05, 2016
Monday Dec 05, 2016
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
Saturday Dec 03, 2016
Saturday Dec 03, 2016
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
Friday Dec 02, 2016
Friday Dec 02, 2016
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
Monday Nov 28, 2016
Monday Nov 28, 2016
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.
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
Listening from an iPhone or iPad? Get our App in the App Store: click here
Wednesday Nov 23, 2016
Wednesday Nov 23, 2016
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!
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
Tuesday Nov 22, 2016
Tuesday Nov 22, 2016
Darrell Moon is the CEO of Orriant, a company focused on Corporate Wellness. Today, he will discuss health care costs and how your business can control them.
Email: darrell@orriant.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
Monday Nov 21, 2016
Monday Nov 21, 2016
Today, Dr. Jerry will be discussing on the very important topic of dietary supplements. Do we need them? There are many conflicting studies out there today, and Dr. Jerry Kornfeld will clear them up for you on today's show!
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 Nov 18, 2016
Friday Nov 18, 2016
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 Nov 11, 2016
Friday Nov 11, 2016
St Louis Test Prep provides training in accounting and finance to students and investors. Ken Boys is the author of three "Dummies" books on accounting.
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
Tuesday Nov 08, 2016
Tuesday Nov 08, 2016
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
Saturday Nov 05, 2016
Saturday Nov 05, 2016
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
Friday Nov 04, 2016
Friday Nov 04, 2016
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.
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
Thursday Nov 03, 2016
Thursday Nov 03, 2016
Jeff Socha is a Senior Advisor and Founding Partner of Ark Financial Group, a boutique financial firm headquartered in Austin, TX. He specializes in business and personal financial planning, and has extensive experience developing intricate financial solutions for business owners and executives in construction, software, real estate, and other industries. His clients range from established corporations to family businesses and professional individuals and families.
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
Wednesday Nov 02, 2016
Wednesday Nov 02, 2016
Questions Answered
1) What is the biggest mistake owners make in approaching their exit?
Contact Info
"Built to Sell" is sold on Amazon. Whether you are a business owner or advisor who serves them, Go To ValueBuilder.com and complete thequestionnaire
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 Oct 28, 2016
Friday Oct 28, 2016
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.
Build Credit In Case of A Divorce
Divorce can be hard on your personal finances, particularly if you haven't established credit in your own name.
If you have no credit, or a thin credit file, getting credit when you need it, perhaps to rent a car, buy an airline ticket or shop online, could be challenging.
This happens more often to older women who weren't the primary income earners in their household while they were married, says Ronit Rogoszinski, a wealth adviser at Arch FinancialGroup in New York's Long Island.
"A lot of women just never got the Visa or MasterCard or American Express,"Rogoszinski says.
Separate while married
The best way to fix the problem is to avoid it by establishing separate credit while your marriage is still happy, says Rod Griffin, director of public education at the credit bureau Experian.
"Ideally, you maintain an individual account or 2 in your own name in the event that something unexpected happens," Griffin says.
That could be a divorce or some other financial calamity.
A small purchase every few months typically is enough to keep an account open and active.
In some states, new separate credit isn't an option for married couples because state law automatically deems new credit accounts established during the marriage to be jointly held. You'll have to check to see if that's the case in your state.
Splitting up
Another approach is to establish separate credit during the divorce, using the primary wage-earner's income and credit history to qualify, says Lili Vasileff, founder of Divorce and Money Matters, a divorce financial planning firm in Greenwich,Connecticut.
The 1st step is to obtain your own credit report. This report can help you find out:
· Credit that's open in your name.
· Debts you don't know about(if any).
· Credit reporting errors that can be corrected.
It's also a good idea to find what points, airline miles and other perks are associated with various accounts. Vasileff says these are marital assets and can be subject to negotiation during the divorce.
The next step is to open a major credit card in your own name "as if everything is normal," Vasileff says. Then get a car loan, open a bank account, sign a rental agreement or take other actions to establish separate personal finances.
"These little,small steps are very key," Vasileff says. "Because then, by the time you're divorced, you're up and running and have things you can point to."
Some couples split up their credit accounts before they untie the knot.
This separation can be easier if your accounts have small balances and payments have been made on time, Griffin says. In those cases, creditors might be more willing to work with you to remove 1 spouse from an account.
Don't expect creditors to honor your agreements with your soon-to-be ex, however.
"A divorced ecree doesn't change the contract you have with the lender," Griffin says.
Over and onward
The other option is to establish your own credit after the divorce is finalized.
"In that situation, you're faced with the same kinds of challenges as anyone who is establishing credit for the first time," Griffin says.
You might need to start out with a joint account that you open with a co-signer or a secured credit card that requires a deposit.
A credit union or regional bank might be more willing to open a credit account for someone without much credit history, Rogoszinski suggests.
"I don't believe anything is hopeless," she says. "If the 1st bank turns you down or the 1st store doesn't offer credit to you, try another one."
One challenge for people who are recently divorced can be a lack of income to qualify for credit.
"The only income these individuals have to show is spousal support," Vasileff says."Spousal support generally (can't be used to qualify for) at least 6 to 12months, so these people are sort of out of luck for a gap in time,post-divorce."
If you rent your home, you can ask your landlord to report your positive payments to a credit bureau. That can help you establish credit as well, Griffin says.
It can take several months or longer to establish enough credit to generate a credit score. It's generally easier to start from 0 than to repair credit that has been trashed.
Take care
Once you've established credit, do whatever you can to nurture, build and protect it.
"Manage that credit card like it's gold," Rogoszinski says."Don't take on balances you can't pay because the interest alone could spiral you into a pit you don't want to be in. When you get the bill, review every entry (looking for) identity theft and fraud. Keep your receipts and make sure the receipts match the statement. And always, always, always, always make the payment on time."
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
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Tuesday Oct 25, 2016
Tuesday Oct 25, 2016
Contact Info:
Monday Oct 24, 2016
Monday Oct 24, 2016
The Williams Group prepares affluent families and heirs for successful wealth transitions. Roy will be talking about the 70% failure rate of estate plans and the steps high-net worth and ultra-high net worth families must take to reduce or eliminate this tragedy. It is all addressed within the family.
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
Tuesday Oct 18, 2016
Tuesday Oct 18, 2016
Guest: Lawrence L. Bell, JD,LTM,CLU,ChFC,CFP®,AEP
Larry Bell creates unique solutions for difficult financial issues. In this interview, he explains the unique problems that multi-professional firms wrestle with to help the Partners prepare for retirement on a tax-advantaged basis. Contact Larry at larrybell@theuniquesolution.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
Saturday Oct 15, 2016
Saturday Oct 15, 2016
Oren Klaff for his tips and ideas about preparing for and closing BIG deals.
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
Thursday Oct 13, 2016
Thursday Oct 13, 2016
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
Saturday Oct 08, 2016
Saturday Oct 08, 2016
John Murphy (aka "Murph") and David Horwich of JKMurphy Advisors discuss their unique outlook and provide tips and ideas for preparing your business to achieve your objectives.
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
Friday Oct 07, 2016
Friday Oct 07, 2016
Rhett Bray of Beacon Path discusses his outlook on the Affordable Care Act and other Employee Benefit plans that Employers need to know about.
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
Thursday Oct 06, 2016
Thursday Oct 06, 2016
Brad Leggett of the Leggett Group discusses his 20+ years of findings regarding Building a Winning Sales Team on The Exit Coach Radio Show with Bill Black.
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
Tuesday Oct 04, 2016
Tuesday Oct 04, 2016
Michael H Cohen of the Michael H Cohen Law Group discusses the future state of health care and legal issues for those who are starting health related businesses of all kinds.
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
Monday Oct 03, 2016
Monday Oct 03, 2016
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
Saturday Oct 01, 2016
Saturday Oct 01, 2016
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
Monday Sep 26, 2016
Monday Sep 26, 2016
This interview with David Elliott is about the Institute for Influential Community Impact and its work in educating, inspiring, engaging and honoring people and organizations making a difference as Influencers for Good.
Questions Answered:
1) What are some key deliverables the Institute is currently engaged in?
2) Who could and should be involved with the Institute?
3) Where do you see this going in 2017 and beyond?
Contact Info:
Website: www.Passkeys.org
Email: dlelliottconnector@gmail.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
Friday Sep 23, 2016
Friday Sep 23, 2016
Wednesday Sep 21, 2016
Wednesday Sep 21, 2016
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
Tuesday Sep 06, 2016
Tuesday Sep 06, 2016
Michael Schwerdtfeger is a managing director at Chapman Associates. He provides sell-side mergers and acquisitions advisement to entrepreneurs and business owners exclusively. As a former attorney for Fortune500 companies, Michael is able to use his 20+ years of experience in handling complex business transactions to help guide his middle-market clients to the best outcomes.
Questions Answered:
1) Many of your clients go through the M&A process only one time. What steps do you take to educate them about the process before diving in?
2) How do you set reasonable expectations for your clients?
3) Do clients ever get 'cold feet' during the sale process?
Contact Info:
Website: www.mbsmergers.com
Email: michael@chapman-usa.com
Bonus Material:
Michael Schwerdtfeger’s eBook “The Inner Workings of a Deal: Tips for a Successful Transaction” is now available for download on his website.
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
Monday Sep 05, 2016
Monday Sep 05, 2016
A former U.S. Army Special Forces soldier and successful business executive, Jan knows the value of overcoming challenges to strengthen your resilience to lead more effectively. Jan uses the power of story to provide an overview of self-reliant leadership principles to be a more courageous, humble, and disciplined leader. Jan helps leaders become more self reliant through a confluence of Sparta’s discipline, Socrates’ self-awareness, Aristotle’s courage, Emerson’s self-reliance, and Thoreau’s reflective seclusion.
Questions Answered:
1) Tell me about your expeditions?
2) What does adversity have to do with growing leaders?
3) How does solitude inform a leader?
Contact Info:
Website: http://selfreliantleadership.com
Email: jan@selfreliantleadership.com
Bonus Material:
The Littlest Green Beret: On Self-Reliant Leadership is available on Amazon
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
Saturday Sep 03, 2016
Saturday Sep 03, 2016
Kevin Ramsier is in the business of middle market mergers and acquisitions and is going to talk about how a management team adds to business sale value.
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
Thursday Sep 01, 2016
Thursday Sep 01, 2016
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
Tuesday Aug 23, 2016
Tuesday Aug 23, 2016
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
Wednesday Aug 17, 2016
Wednesday Aug 17, 2016
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.
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
Saturday Aug 13, 2016
Saturday Aug 13, 2016
Having presented over five hundred public seminars educating the local retirement and pre-retirement community on a range of monetary issues, Mr. R. Jeffrey Small, grew up in Brevard County and has been working with retirees and their families for almost 30 years. A.R.B.O.R., Assisting Retirees Beyond Ordinary Results, is not just an appropriate acronym for his rising firm but rather an economic philosophy based on years of industry & market experience. Jeffrey, dedicated to providing his clients and the public with an array of diverse financial products and services, is licensed with the Florida Department of Financial Services, a Certified Senior Advisor through the Society of Certified Senior Advisors and recently completed the requirements to become an Investment Advisor Representative. Both he and Arbor Financial are also members in good standing of the Central Florida Better Business Bureau and The National Ethics Association.
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
Thursday Aug 11, 2016
Thursday Aug 11, 2016
Founded in 1983, The Wooden Floor is one of the most progressive arts-for-youth nonprofit organizations in the country. We transform the lives of young people in low-income communities through the power of dance and access to higher education. In Orange County and through our national licensed partners, we use a long-term approach grounded in exploratory dance education to foster the resources within each child to innovate, communicate, and collaborate –skills necessary for success in school and in life. 100 percent of students who graduate from The Wooden Floor immediately enroll in higher education. Our students become change agents and beacons of hope within their own families, their neighborhoods, our community, and our world.
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
Saturday Aug 06, 2016
Saturday Aug 06, 2016
Kaaren Hall and her uDirect IRA Services have helped thousands of Americans invest their IRA outside of the stock market and into real estate, land. private notes and more to improve their financial future. A very interesting interview!
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
Friday Aug 05, 2016
Friday Aug 05, 2016
Duncan Rolph is the Managing Director of Miracle Mile Advisors. Miracle Mile Advisors is an independent, SEC Registered Investment Advisory firm. They specialize in providing sophisticated financial plans using portfolios with low cost index funds and ETFs. As one of the fastest growing firms in the country, Miracle Mile's partners have an average of over 15 years of proven experience working with high net worth families. Duncan will be discussing the topic of how business owners can replace the cash flow from a profitable business after selling the business.
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
Thursday Jul 28, 2016
Thursday Jul 28, 2016
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
Monday Jul 18, 2016
Monday Jul 18, 2016
Bill Black interviews Sandy Lowengart who discusses current events and their impact on financial planning.
Our Exit Coach Network features several other Shows on a variety of topics. Go to www.ExitCoachRadio.com and click on "Exit Coach Network" under the "LISTEN" section.
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
Friday Jul 15, 2016
Friday Jul 15, 2016
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.
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Wednesday Jul 13, 2016
Wednesday Jul 13, 2016
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:
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Monday Jul 04, 2016
Monday Jul 04, 2016
A financial professional since 2002, and a business owner and entrepreneur for the 10 years prior, I have the experience with a vast array of issues, from the simple to the complex. My team and I have credentials including securities licenses, insurance licenses and finance, business and law degrees.
Kirk has been in the financial services/ securities industry 13years.
Kirk is a student of the economy and the history and events behind the creation of our current economy. I have studied cycles and the history of how the economy grows and why it crashes. I have done a lot of work and study in the gold and silver markets.
His experience and training enables him to provide the services clients need to grow and protect their savings, and establish an income stream for life. His services range from retirement-income and safe money planning to wealth preservation and transfer to Social Security maximization. Kirk's team also includes a dedicated CPA for all tax and business related issues and an attorney for all estate planning needs. I have also added a college planning expert to give you the strategies that will save you thousands of dollars on tuition, if you qualify. My dedication to helping clients prosper has resulted in a loyal, growing clientele.
“My mission is to help American families change the way they save and invest so that they have control of their money, independence and financial freedom.”
Away from work, I enjoy being a proud father of eight children and husband to the greatest woman on earth. I love reading about economic, military and world history and being a constant student in this ever changing world we live.
This Why Gold Could KeepCrashing
Gold is in a false setting at this point due to more than one reason. It will rise out of the ashes. The first reason is that people believe that the dollar is strong and the economy is improving. I see another recession. And we see people still heading to market even though we are at all time highs. As we have seen 1999, 2006 and 07, the herd usually wants to get in at the most comfortable spot.
I see a major crash coming and Greece was just the beginning. Greece was given a bandaid. And the bandaid was like the cheapest bandaid you could buy and it was wet. So as you know when it is wet it wont stick.
So I see the writing on the wall and we should start hedging against the market and start buying gold, have more cash and move to safety. I will go one step further and say have a little extra food in the pantry.
Silver on the other hand probably wont rise with gold as much as it did the last time. I see silver pegged to production and growth and quite frankly I don't see growth.
I don't want to be doom and gloom. But all i can say is be prepared for the worst.
The pundits have sold their lies for so long that they believe their own words.
We have been sitting at the poker table too long it is time to take your winnings and run. Buy gold, food and put a little cash under the mattress.
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Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition.
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Sunday Jul 03, 2016
Sunday Jul 03, 2016
Kate Azar is in the business of philanthropy advising and is going to talk about using strategic philanthropy to build yourbusiness and personal legacy.
Questions Answered:
1) What does the future hold for the philanthropic industry? What's new and exciting?
2) What is your biggest challenge?
3) Why does anyone need a philanthropic advisor?
Contact Info:
Website: www.socialgoodstrategies.com
Email: kate@socialgoodstrategies.com
Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to
Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition.
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Grow your business value by up to 71% - take a free assessment atwww.BizGrowth123.com
Saturday Jun 25, 2016
Saturday Jun 25, 2016
Kathy Fettke, CEO and Founder of Real Wealth Network based in Walnut Creek, CA, an organization dedicated to helping members get the most current and cutting edge education and information they need to succeed as real estate investors. Kathy is a licensed Realtor, former mortgage broker, and an active real estate investor She was selected as one of America's"100 Most Intriguing Entrepreneurs" by Goldman Sachs at the 1st annual and now 2nd Annual Builders and Innovator's Summit.
Kathy Fettke is an active real estate investor, licensed Realtor,certified coach, and former mortgage broker. She specializes in helping people build multi-million dollar real estate portfolios through through creative finance and planning. With a passion for researching and sharing the most important facts on real estate and economics,
Kathy received her BA in Broadcast Communications from San Francisco State University and worked in the newsrooms of CNN, FOX, CTV and ABC-7. She's past-president of American Women in Radio & Television. Kathy became a certified personal coach through the Coaches Training Institute in SanRafael, California. In 2001, she took the coaching process to television and produced a cable show called "DREAM" which followed the process of 6 people going after their dreams over 90 days. Kathy noticed a theme on her Dream coaching show: most people didn't have time for their dreams when they are spending all their time at work to make money to pay the bills. Her show sponsor was a real estate expert and the segments they produced changed her life. After interviewing dozens of real estate millionaires, Kathy discovered their best strategies for creating passive income streams. She and her husband bought numerous investment properties and since then learned the highs and lows of investing that can only come from hands-on experience.
Thursday Jun 02, 2016
Thursday Jun 02, 2016
Katherine Wertheim is the President of Werth-It, a resource for business owners that want to learn how to fundraise when they serve on a non-profit board of directors.
Monday May 16, 2016
Monday May 16, 2016
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.
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Saturday Apr 09, 2016
Saturday Apr 09, 2016
Rick works with the owners of successful closely held businesses, as well as other high net worth individuals and families. His clients achieve a sense of confidence because together they create a comprehensive financial plan based on their goals and objectives which assures them that taxes, expenses and creditor risks are minimized, that the desired succession plan for their business is in place, that their investment portfolio is positioned for optimal performance, and that they will leave a legacy that is both significant and meaningful.