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Financial Planning for Business Owners with Joe Seetoo
Manage episode 403780872 series 3523725
Treść dostarczona przez Vincent Mastrovito. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Vincent Mastrovito lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Takeaways:
- Exit planning is crucial for business owners to ensure a successful transition and financial security.
- Business owners face challenges such as running personal expenses through the business and the need for tax and estate planning.
- Joe's new offering provides comprehensive financial planning and leverages a network of advisors to support business owners in their transition.
- Understanding personal expenses and considering alternative investments are key aspects of financial planning for business owners.
Key Points From This Episode:
02:00 Joe's Passion for Exit Planning
05:00 Joe's New Offering for Business Owners
07:31 Challenges Faced by Business Owners
10:09 Alternative Investments for Business Owners
11:51 Receptivity of Business Owners to Comprehensive Planning
13:23 Challenges in Understanding Personal Expenses
15:03 The Value of Joe's Approach to Portfolio Management
17:47 The Importance of Net Value for Business Owners
16 odcinków
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