Exit Coach Radio

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

Jim Immel - Put perspective in your planning

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

Transcript:

Jim: What do you do as an advisor? It's asked quite often, and I believe the future based question that we can turn and ask of our clients, is it okay, instead of answering that question, is it okay if I ask you a question? And get them really something to think about and go deep with. If they were to feel like they found an advisor that they could feel very, very confident in, and they could imagine introducing this advisor to somebody else, and this is somebody that they would really trust and respect, how would we define that advisor? What are the traits and the values that you'd want that advisor to have? And that's really what business owners should be thinking about is, who's going to represent them, who's going to help lead them, who's going to take their shoes off and put them on, and help them through it? And honestly, what I'm focused on, is I'm focused on being that person that's referable and someone that can be introduced to somebody that they care about. I think that's really what they should be looking for in an advisor.  

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

Mahyar Ghassemian - An Ounce of Prevention Keeps Lawsuits at Bay

Here's a 1 minute highlight from an interview with 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 sell all of their interviews!

Mahyar Ghassemian, Ghassemian & Associates,  discusses the need to budget for preventative planning, especially for businesses that are in high-risk categories.

Mahyar Ghassemian, was admitted to the California State Bar in 1999. Mahyar has a Masters’ degree in Physics from California State University, Long Beach and obtained her Juris Doctor degree , graduating cum laude from Western State University College of Law in Fullerton, California. While in law school Mahyar was invited to the California Court of Appeal in Santa Ana where she honed her research and writing skills as an extern for Presiding Justice, David Sil.

Transcript: 

Bill: Ben Franklin once said an ounce of prevention is worth a pound of cure, but how does that translate in the business world? Here's attorney Mahyar Ghassemian. 

Mahyar: Some of my largest clients have a policy that they set a set amount every month aside for legal expenses, because they understand that they need the advice of an attorney. What becomes really hard for people to see is the fact that once they get into a lawsuit, then they're going to have to be into it for a year and a half to two years, and everything, all of their life's belongings, can be put in jeopardy if they haven't spend a little bit of money upfront to protect it before it gets into a lawsuit, because lawsuits are very, very expensive. 

Website: http://www.glgattorneys.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

Don Burzen - Are You Ready to Transition from President to CEO?

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

Don Burzen, Positive Exits Business Consultant, discusses the important step of transitioning from President to CEO to focus on building sale value and make yourself irrelevant to day to day operations for ease of sale.

Transcript: 

Don: I would suggest that an owner challenge any and all assumptions that you may have about the exit planning process. Most of these can be replaced with hard facts, or at least educated estimates that reflect reality, whether those are good or bad, as a basis for your future decision making. Recognize the fact that your business is an investment, whether it's the money you first put up to start it, the years of hard work you poured into it, or the earnings that you've reinvested over the years, it's an asset that may be the largest one in your portfolio, and it should be managed as such. To do so, consider transitioning from the position of president to that of CEO. Presidents run the business day-to-day, whereas CEO's focus on building long-term value. In a large corporation, the CEO works to increase that value for outside shareholders, in a closely held business, that value increase is for you and your family, and what better person could there possibly be to focus on that than you?

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

 

Exit Coach Radio on AM830 July 10th, 2016 6pm Show

Guests: Michel Zelnick and Mikki Williams

For a limited time, get our e-Book FREE! "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

. 

Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions | Albert J Rasch & Associates | Ghassemian Law Group

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

Devon Blaine - Increasing the Value of Your Company

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!

Brian Turner - How to Kill a Lawsuit

Host: Bill Black. Brian Turner discusses the importance of preparing before a lawsuit gets filed. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

Transcript: 

Brian: Preparation is key here, I come across too many people who tell me, once they're hit with a lawsuit, they decide to transfer their assets. Oh God, my home, I'm gonna give that to my sister for a few thousand, I'm going to secret my bank accounts, hide all that money, and I look at them, and I tell them, "Did you ever hear of fraudulent conveyance? You know what that means? It's illegal!" Once you're involved in a lawsuit, or even threatened, you cannot be transferring your assets, that's not lawsuit production. The key is preparation. Now, we're here in California, and we know there's gonna be a big earthquake on of these days. So, what should the public do? Prepare for the big one before it happens. And that's the same thing with lawsuits. 

Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive 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

Mark Flenniken - The Importance of Trusted Advisors

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

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

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

Kirk Ashburn - Why Gold Could Keep Crashing

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.

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

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 atwww.BizGrowth123.com

Sandro Monetti - How to Successfully Crowdfund

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

Sandro Monetti discusses the opportunity involved in crowd funding and the best strategies to be successful at it. 

Sign up for our Advisor List is see our archived episodes from hundreds of advisors!

Transcript: 

Sandro: When you are trying to raise funds through crowd funding, you never mention the money, you only mention the opportunity. It's the opportunity to belong. You know, somebody would love to spend $100 so they could get a credit on a movie. It's about being involved, people who are interested in projects but don't have their hands on opportunity, and how that's the internet can bring the world together. And, if you present it as an opportunity, you can do very well. But, also I would point out that if you don't have a Facebook or Twitter account, don't crowdfund, because it's all about reaching people on the internet. It's, like a say, a nontraditional way of fundraising. You won't meet most of your investors, but if you can present it right, it can really work well. 

Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive 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

Exit Coach Radio on AM830 July 3rd, 2016 6pm Show

Guests: Bob Karcher and Ellie Marshall

For a limited time, get our e-Book FREE! "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

. 

Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions | Albert J Rasch & Associates | Ghassemian Law Group

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

Kate Azar - Philanthropic Advisors

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.

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 atwww.BizGrowth123.com

Aaron Weiner - What Image is Best for Your Business?

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

Aaron Weiner discusses the opportunity involved in crowd funding and the best strategies to be successful at it. 

Sign up for our Advisor List is see our archived episodes from hundreds of advisors!

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

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 atwww.BizGrowth123.com

Eric Cantrell- Investment Advisors

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

Eric Cantrell discusses the importance of investment advisors, and why their role is crucial to your business. 

New content daily - check back often!

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

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 atwww.BizGrowth123.com

Mike Weisman - Customer Relationships

A 1 minute excerpt from a recent interview with Mike Weisman.

Transcript: 

Mike: We measure five values that we believe are at work in every relationship, whether personal or professional, and those five values begin with competency and consistency. Can you deliver on what you say you're going to do, and can you do it on a consistent basis? As we move deeper into a relationship with a brand or with an individual, then the more emotional values of candor, transparency, and honesty and concern, which is the measure of how does this brand demonstrate that you care about me as a consumer? The most important value of all is the value of connection, and that value of connection says, I'm taking time to truly identify with the values of my employees and with the values of my customers, that's the bridge that takes you into the deeper waters of a sustained relationship over time, and so what we're finding, Bill, is you can't distinguish yourself anymore by products and services. We're just too commoditized, too competitive, your values truly are your way to differentiate your organization.

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

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

Exit Coach Radio on AM830 July 26th, 2016 10AM Show

Guest: Steven Masley

For a limited time, get our e-Book FREE! "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

. 

Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions | Albert J Rasch & Associates

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

Exit Coach Radio on AM830 June 26th 6PM Show

Guests: Addison Adams and Julie Anderson

For a limited time, get our e-Book FREE! "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

. 

Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions | Albert J Rasch & Associates

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

Kathy Fettke - Real Wealth Network

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. 

Exit Coach Radio on AM830 June 19th 6PM Show

Bill interviews Tim McCormack on 

"How to Use Underperforming Retirement Assets 

to Finance Business Needs", 

then Christina Daves on 

"Cost Effective PR and Marketing Ideas".

Listen to the live show Sundays at 10am and 6pm on AM830 in the Los Angeles area or listen to recorded shows anytime at ExitCoachRadio.com.

For a limited time, get our e-Book FREE! "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

. 

Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions | Albert J Rasch & Associates

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

Exit Coach Radio on AM830 June 19th 10AM Show

Bill interviews Brandon Miller
regarding "Finding Strengths and Building Strong Teams"

  

Listen to the live show Sundays at 10am and 6pm on AM830 in the Los Angeles area or listen to recorded shows anytime at ExitCoachRadio.com.

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

. 

Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions | Albert J Rasch & Associates

Cathy Daugherty - Health Insurance Issues for 2-50 Employee Businesses

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: 

Cathy: For the two to fifty employer, you are not required to have group health insurance, but each and every one of your employees, because every person is supposed to have healthy insurance effective March 31st of this year. If you don't offer a group plan, then your employees will go to the exchange or marketplace, or coverca.com and buy a plan. They're not gonna like the prices, they're not gonna like the plans, and the big issue is going to be very small so their doctor or their hospital is probably not in the exchange. So, now, they're going to come back to you and say, "Mr. Employer, you need to put a group plan in so we can have the doctors and the hospitals we want to go to." My other issue is, if we have small business owners who have a group plan and they go, "Oh I'm gonna drop me plan and tell all of my employees to go to the marketplace." Again, they're gonna be upset, they're not gonna like it, and my big question is, Mr. Business Owner, do you really want to go to the exchange? Because if you don't have a group plan in place, you now have to go to these plans that have a very small network, and don't have all the doctors and hospitals that you want to go to. 

We add new content daily, so come back often! 

Exit Coach Radio on AM830 June 12th 6PM Show

Bill Black interviews Christina Haxton regarding recognizing and dealing with signs of burnout and William DeTemple about setting your sights on developing a $100 million business.

Listen to the live show Sundays at 10am and 6pm on AM830 in the Los Angeles area or listen to recorded shows anytime at ExitCoachRadio.com.

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

. 

Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions | Albert J Rasch & Associates

Exit Coach Radio on AM830 June 12th 10AM Show

Bill Black interviews Richard Hansson regarding his business communications program that streamlines communication while capturing "water cooler knowledge."

Listen to the live show Sundays at 10am and 6pm on AM830 in the Los Angeles area or listen to recorded shows anytime at ExitCoachRadio.com.

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

. 

Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions | Albert J Rasch & Associates

Jim Immel - What Are Answers to the 5 Questions Your Spouse Will Ask if You Die?

Jim Immel, Founder, Immel and Associates, Inc. discusses his experience as a Trusted Advisor and the need to prepare to have the answers to critical questions that spouses have of their Advisors when a death occurs.

Transcript: 

Jim: One of the things that a lot of business owners are doing, is that they're heads down, they're growing their business, they're focused on the day-to-day. And they're, again, back to being very optimistic and looking at what they can accomplish. And risk management is just not natural to most business owners. One of the questions I like to ask to get business owners to just slow down for a moment, and to think, is to imagine for a moment that you had passed away, and week after your funeral, if I'm your most trusted advisor, your widow calls me and says, "Jim, I have a few questions, do you have a little bit of time?" What are those 5 or 6 questions that I should be prepared to answer that your wife might be asking me when she gets here? What are the things that we should prepare for? When I've asked that question to a lot of business owners, they realize that they're not ready for that event. The risk management planning, the contingency planning is pretty important, because what that really does, is it helps us start down the path of making sure the business is prepared in so many different ways. Because, if you think about it, it helps you prepare for a living buy-out, as well. 

We add new content daily, so come back often! 

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

Text "Exitcoach" to 44222 and get a copy of 100 Words from 20 Advisors!  

 

Randy Taussig - Entrepreneurial Operating System

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: 

Bill: Have you ever heard of the entrepreneurial operating system? We asked expert Randy Taussig how it works.

Randy: What I do, the way I help these organizations, is I implement a system. A system of really running all the moving parts of the business. And one of those moving parts is certainly the people part, and there are tools around this system that help the leadership team accomplish 3 basic things. I refer to it as vision, traction, and healthy. Vision is what we talked about, that's clear alignments in the leadership team on down, of where the organization is going and how it's gonna get there. That traction component is really the discipline, the accountability, the structure to get the organization there. And healthy is really sort of the outcome, it's a healthy, functional, cohesive team. People know what their jobs are, they know what their role is, they know how what they do has an impact on the company, and eventually this whole methodology gets rolled out throughout the whole organization. So, it's really a holistic look, and this system that I'm referring to is called EOS, the Entrepreneurial Operating System. 

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

Text "Exitcoach" to 44222 and get a copy of 100 Words from 20 Advisors!  

Jeffrey Verdon 1 minute highlight

Jeffrey Verdon is a premier Asset Protection attorney. Here is a brief interview highlight.

Exit Coach Radio on AM830 June 5th 6PM Show

Bill interviews Wayne Pinnell "Get Your CPA Involved in Your Exit Plans Early" and Elizabeth LeDoux "Creating a Successful Transition Flight"

Listen to the live show Sundays at 10am and 6pm on AM830 in the Los Angeles area or listen to recorded shows anytime at ExitCoachRadio.com.

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

. 

Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions | Albert J Rasch & Associates

Caught You Doing Something Right - Randy Noe

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!

So many times we catch workers doing something wrong and ignore them when they are doing something right. Coach Randy Noe  discusses another approach that reinforces good behavior. To hear his full interview enter his name in the search field.

 

Chuck Blakeman - Participation Age Companies

Chuck Blakeman discusses re-evaluating our business structure to maximize efficiency and decision making. 

 

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

Katherine Wertheim - Learn How to Fundraise

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. 

Questions Answered: 

1. What should a business owner know when they're asked to serve on a board for a nonprofit?

2. How can business owners participate in fundraising, without donating a lot of product or services to nonprofits?

3. How can nonprofit boards get better on F.R.?

4. What can a business owner do to get the nonprofit to be better about fundraising, so that fundraising doesn't take a lot of time and can raise more money?

Contact Info: 

Email: werthwhile@aol.com

Bonus Material: 

Listeners can receive a copy of a white paper on how to evaluate the fundraising that an organization does. The paper is called The CATE Formula, contact werthwhile@aol.com

Sharon Ellis - Habitat for Humanity OC's

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!

We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .

John Grace - Be More Diversified Than Ever

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: 

John: There's nowhere to hide, there's no sure bet. And we're suggesting for those who can't afford, you know, "we're preparing to retire, I'm gonna start taking money out," they have to understand that they cannot afford a 50 to a 90% decline. So, what can we do? We're suggesting that we be more diversified than ever before. Most of us cut our teeth on mutual funds. What the mutual fund industry has taught us, the best way to invest is through a mutual fund, and when we look at the mutual funds, no matter how many you count, there are really only three categories: it's cash, it's bonds, and it's stocks. That's it! Well, the hedge to stocks is commodities. How much exposure do you have to commodities in your mutual funds? None. So, if you have real exposure to commodities, that's now a fourth leg underneath your stool, right? The natural hedge to bonds would be real estate investment trusts, business development corporations, where the yields are very predictable. That would now be the fifth leg underneath your stool. And then the natural hedge to the US dollar, for those who travel, certainly understand foreign currencies, and that would be a sixth leg underneath your stool of life savings. Insurance or annuities might be a seventh leg, but now we have seven legs underneath your stool. Certainly, we would all agree that seven legs under anything is more stable than one, two, or three. 

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

Text "Exitcoach" to 44222 and get a copy of 100 Words from 20 Advisors!  

Exit Coach Radio on AM830 May 29th 6PM Show

Bill interviews Mary Marshall "Solving the Entrepreneurial Puzzle"  

and Bill Ellermeyer "The New World Order of Work"

Listen to the live show Sundays at 10am and 6pm on AM830 in the Los Angeles area or listen to recorded shows anytime at ExitCoachRadio.com.

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

. 

Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions | Albert J Rasch & Associates

 

Exit Coach Radio on AM830 May 29th 10am Show

Bill Black interviews Chris Scully,

"Retiring Your Business"

Listen to the live show Sundays at 10am and 6pm on AM830 in the Los Angeles area or listen to recorded shows anytime at ExitCoachRadio.com.

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

. 

Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions | Albert J Rasch & Associates

AM830 5/22 6pm show

AM830 5/22 6pm show featuring Allan Zell and Tim Voorhees

Listen to the live show Sundays at 10am and 6pm on AM830 in the Los Angeles area or listen to recorded shows anytime at ExitCoachRadio.com.

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

.

Sponsors: BarthCalderon, LLP | VisionWise Capital | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions | Albert J Rasch & Associates

AM 830 show 5/22 at 10am

AM830 show 5/22/16 featuring Bridget Pollack of SCORE

Listen to the live show Sundays at 10am and 6pm on AM830 in the Los Angeles area or listen to recorded shows anytime at ExitCoachRadio.com.

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

.

Sponsors: BarthCalderon, LLP | VisionWise Capital | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions | Albert J Rasch & Associates

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. 

Ellie Marshall - Time, Team, Money, and Mindset

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

 We upload new content everyday. Come listen for a Minute!
Tell your SmartPhone to find ExitCoachRadio.com so you never miss an episode!

Dr. David Leonardi - A Potential Breakthrough to Help You Age Better

Here's a past highlight from yesterday's featured Guest. 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:

Bill: I had an interesting interview with Doctor David Leonardi about longevity. Why isn't there just a longevity pill that would allow us to have our cake and eat it too, and still live longer?

David: You know, Bill, a year ago, I would have told you that that's a ridiculous question, but actually, in the last 15 months, there's been a pretty amazing discovery. There actually is a pill now that mimics many of the benefits of caloric restriction, and it's called Pre-NAD+. If your listeners Google this, you want to be careful and use a hyphen it's Pre-NAD like Nancy, Adam, David, and then use a plus sign at the end, it's Pre-NAD+. This is a compound that increases the levels of NAD in the nucleus of our cells. By doing so, it mimics the benefits of caloric restriction, which have been shown to to extend lifespan in every species it was ever tested in by about 20%. And, caloric restriction involves restricting calories by about 33% below what you would need for normal maintenance, so it's a very onerous lifestyle. As a result, for about 60 years, scientists have been looking at the bio-chemical pathways by which caloric restriction works, and Pre-NAD+ actually mimics that bio-chemical process by raising the level of NAD in the cells, and gives you many of the benefits of caloric restriction. 

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

Text "Exitcoach" to 44222 and get a copy of 100 Words from 20 Advisors!

Joe Bertotto - Are You Weak at Knowing Your Strengths?

Here's a 1 minute preview of today's featured Guest. Give it a listen and share it with your friends, and if you like the content be sure and listen to the full 20 minute interview!

Al Caicedo - All About 401Ks

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.

Questions Answered:

 

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

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

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

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

Contact Info:

Website: http://ckssummit.fixedincomecounsel.com

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

Joe Nicassio - Positioning in the Marketplace

Joe Nicassio discusses positions in the marketplace, reverse engineering, and building a foundation to make your company unique.

 

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!

Your friends who are business owners or self-employed NEED this information! Please share it with them by clicking on SHARE below!

Exit Coach Radio on AM830 May 15th 6PM Show

Bill Black interviews Jana Hoiberg, "How to Work with People You Love Without Hating Them" and Rod Hatley "Don't Wait Until Events Happen to Plan"

Listen to the live show Sundays at 10am and 6pm on AM830 in the Los Angeles area or listen to recorded shows anytime at ExitCoachRadio.com.

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

.

Sponsors: BarthCalderon, LLP | VisionWise Capital | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions | Albert J Rasch & Associates

Exit Coach Radio on AM830 May 15th 10am Show

Bill Black interviews Chris Bond, "Be Aware of Your Business Value"

Listen to the live show Sundays at 10am and 6pm on AM830 in the Los Angeles area or listen to recorded shows anytime at ExitCoachRadio.com.

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

.

Sponsors: BarthCalderon, LLP | VisionWise Capital | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions | Albert J Rasch & Associates

Scott Bailey - Does Your Sales Effort End with NO? That's Good!

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!

Scott Bailey of Bailey Marketing Concepts discuss the importance of have a sales strategy that works based on changing your customer's perspective.

Scott says:

If you are:
Concerned with sales turnover.
Upset with an ever-increasing selling cycle.
Worried that your competition is better trained and is plundering your accounts,
Frustrated with too much UNPAID CONSULTING!
Call me to discuss the clear and proven path to sales mastery: 800-4-BAILEY

 

Scott Tamkin - Tired of Stocks & Bonds? Try Income Real Estate

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!

Scott Tamkin of NEST Realtors at John Aaroe Group discusses the current outlook for Income Properties.

Transcript: 

Bill: A lot of people are nervous about stocks and bonds these days, what's the outlook for income real estate? We asked real estate expert, Scott Tamkin. 

Scott: I'm a firm believer that income property will grow wealth over time, and there are parts of Los Angeles where income property is still affordable. The west side of LA doesn't make a whole lot of sense, but there are parts of LA where there are still opportunities, and I firmly believe that, particularly in some of the outlying areas, that gentrification will continue and people will want to rent in those areas, particularly as public transportation expands. People have some extra money, they're looking to invest in income property, I would say a good strategy might be to join up with others who are doing the same. There are some crowdfunding sites that offer some opportunities to do that, but I would be careful just jumping in. Talk to an expert and multi-family business, I think over time it will prove to be lucrative. 

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

Text "Exitcoach" to 44222 and get a copy of 100 Words from 20 Advisors! 

Dave Wilens - Managing Your Sales Managers for Success

Dave Wilens shares how his company helps companies develop more effective sales by focusing on the Sales Managers.

 

Exit Coach Radio on AM830 May 8th 6PM Show

John Dini "The Coming Sale Tsunami"  and Alan Beaulieu "Economic Trends Effecting Business"

Listen to the live show Sundays at 10am and 6pm on AM830 in the Los Angeles area or listen to recorded shows anytime at ExitCoachRadio.com.

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

.

Sponsors: BarthCalderon, LLP | VisionWise Capital | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions

Exit Coach Radio on AM830 May 8th 10am Show

Bill Black interviews John Murphy, "Be Ready for the Beauty Contest"

Listen to the live show Sundays at 10am and 6pm on AM830 in the Los Angeles area or listen to recorded shows anytime at ExitCoachRadio.com.

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

.

Sponsors: BarthCalderon, LLP | VisionWise Capital | Exit & Retirement Strategies, Inc. | BEI | HKA Marketing Communications | Jeffrey M Verdon Law Group | Empire Business Solutions