En iyi Lake Oswego podcastleri (2024)

1
Avenues of Opportunity: SBA Loan Strategies for Business Owners 22:04

2d ago22:04

22:04

In this episode of Lessons by the Lake: The Oswego Private Wealth Show, we’re joined by Jani Beatty, Vice President and SBA Relationship Manager at Northwest Bank. Jani shares her expertise on loan strategies tailored for entrepreneurs navigating businesses of all sizes. From securing funding for growth to leveraging Small Business Administration (…

1
What Is Your Game Plan? Featuring Paul Menig 38:19

2M ago38:19

38:19

In this insightful episode of Lessons by The Lake, Bob Bedritis is joined by Paul Menig, a seasoned business strategist and succession planning expert. Together, they dive into the critical steps business owners need to take to maximize the value of their companies while planning for a smooth and successful transition. Paul shares his wealth of kno…

1
The Founder's Journey with David Howitt 37:28

2M ago37:28

37:28

In this episode of Lessons by the Lake, Bob Bedritis sits down with David Howitt, founder and CEO of the Merriweather Group, to explore "The Founder's Journey." David, a visionary entrepreneur and author, has dedicated his career to helping businesses merge purpose with profit. Through the Merriweather Group, he supports passionate founders and lea…

1
Is Your CPA an Advisor or a Historian? (Feat. Robert Curtis, CPA) 31:39

3M ago31:39

31:39

On the latest episode of Lessons by the Lake, we're discussing the intersection of wealth management and accounting with Robert Curtis, CPA. As the founding member of Neumann Curtis CPA's, Robert speaks intimately on the true role of a great advisor. This episode is packed with some helpful takeaways for your own financial world, so get your notepa…

1
Build a Business With Real Intrinsic Value with Craig Wigginton 29:07

4M ago29:07

29:07

On the latest episode of Lessons by the Lake, we're examining a widely discussed but little understood topic among entrepreneurs and business leaders. We we fortunate to welcome Craig Wigginton, professional EOS implementer. Craig helps entrepreneurial leadership teams get what they want out of their businesses through the implementation of the Ent…

1
The Strategic Pillars of Wealth 31:09

6M ago31:09

31:09

On the latest episode of Lessons by the Lake, we're diving deep into the core concepts surrounding wealth management, as well as the most prevalent concerns facing business owners and their financial world. We we fortunate to welcome Joe Jraitiny, Managing Director at City National Rochdale, to discuss these five pillars of wealth and how his team …

1
Are You Prepared for the Sunsetting of Estate Tax Exemptions? 34:18

7M ago34:18

34:18

In the latest episode of Lessons by the Lake, we're joined by Kristin Gaston, Estate Planning Attorney at Generations Estate Law, to delve into the impending changes to estate tax exemptions. As the sun sets on current estate tax regulations, Kristin Gaston sheds light on what this means for individuals and families planning their estates. With her…

1
Making Your Business More Sellable and Getting a Higher Price 27:32

8M ago27:32

27:32

On the latest episode of Lessons by the Lake, we dive into the crucial topic of making your business more sellable and ultimately securing a higher price when it comes time to sell. Whether you're a seasoned entrepreneur or just starting out, understanding what makes a business attractive to potential buyers is essential for long-term success. We s…

1
The Power of the Right Questions 32:57

9M ago32:57

32:57

What he does, he's been doing since he was a 7-year-old dyslexic kid. At first, he believed the lie that he was stupid and would never be able to achieve anything. But then, he discovered that he had a super power of encouragement. Now, he utilizes that superpower to help create insight and breakthroughs for people looking to take their life and bu…

1
An Innovative Approach to Taxes and Accounting 37:15

10M ago37:15

37:15

On the latest episode of Lessons by the Lake, we're thrilled to be welcoming Scott Bargaehr, CPA at Lewis Group, to discuss a very unique model of taxes and accounting that business owners, as well as individuals, could be leveraging in today's day and age. We'll discuss why this innovative approach is effective, how it works, and whether or not th…

1
Estate Planning: The First Step to Business Succession 49:53

10M ago49:53

49:53

On the latest episode of Lessons by the Lake, we're diving into the first step in the business succession process, Estate Planning. Joined by Justin Martin, President, Shareholder and Attorney at Myatt & Bell, P.C., we'll examine the countless considerations residing within estate planning for business owners in today's day and age, as well as some…

1
Building a Well-Defined Succession Strategy 32:37

10M ago32:37

32:37

Oftentimes on this show, we discuss the overall importance of utilizing a team of trusted professionals to help you navigate your financial circumstances. And in today's episode of Lessons by the Lake, we welcome on a member of the Oswego Private Wealth team of professionals that help service Bob's clients. Don Bielen, Principal at Perkins & Co Suc…

1
Planning on Selling Your Business? Think Again. 29:00

10M ago29:00

29:00

Welcome back to another installment of Lessons by the Lake! In this episode, we're diving deep into a very important topic for business owners surrounding the sale of their business. Joined by Michael Beck, President of Eliciting Excellence, who works as an executive strategist and specializes in helping business owners maximize the value of their …

1
Succession Planning for Family Businesses 23:13

11M ago23:13

23:13

Family conflicts can wreak havoc on a family-run business, especially when it comes time to transfer ownership of the company from one generation to the next. On the latest episode of Lessons by the Lake, we’re taking a look at how a well-designed succession plan can reduce that risk and help facilitate a transfer that leaves everyone in the family…

1
Stress Testing for Successful Business Owners 25:29

11M ago25:29

25:29

There is an important question that business owners should be asking themselves: How confident are you that your business planning efforts are on track to get you the results you want and need? Unfortunately, many business and wealth plans aren’t fully aligned with their owners’ goals. On the latest episode of Lessons by the Lake, we're examining h…

1
Getting Started With a Virtual Family Office 34:40

11M ago34:40

34:40

Welcome back to Lessons by the Lake! This time, we delve into the dynamic world of Virtual Family Offices (VFOs) – a game-changing approach to wealth management that is revolutionizing the way high-net-worth individuals and families handle their financial affairs. Join us as we explore the intricacies of this innovative model and provide insights o…

1
When is the Best Time to Sell My Business? Timing Considerations From an Investment Banker 45:24

1y ago45:24

45:24

Navigating the sale of your business can be a tricky subject, one with countless considerations and variables at play. One, extremely important, item is the timing of the sale. On the latest episode of Lessons by the Lake, Bob sits down with Nick Stanley, Managing Partner at Crown Point Partners, to provide his insights on this pivotal time for bus…

1
The Benefits of Working With a Virtual Family Office 45:39

1y ago45:39

45:39

On the latest episode of Lessons by the Lake, we delve into the transformative world of Virtual Family Offices (VFOs) and explore the myriad benefits they bring to individuals and families navigating the complexities of wealth management. Joined by Allison Tirado, Elite Advisor Coach at CEG Worldwide, we're analyzing the strategy behind this innova…

1
Five Critical Mistakes of Successful Family Businesses 29:46

1y ago29:46

29:46

Running a successful family business takes a tremendous amount of both working hard and working smart, as well as and navigating family dynamics along the way. On the latest episode of Lessons by the Lake, we’re going to examine some of the key mistakes that too many successful family businesses make and how to best avoid them. Timecodes: 0:06 - In…

1
How Much is Your Business Worth? 23:18

1y ago23:18

23:18

As a business owner contemplates selling their business, oftentimes their life's work, a big misconception can occur. The overall value of their business is misconstrued based on numerous factors and considerations, which leaves the business owner confused. On the latest installment of Lessons by the Lake, we're diving deep into the process of deve…

1
Living an Amazing Life of Significance and Making a Difference in the World 39:41

1+ y ago39:41

39:41

"Living a life of significance" is a phrase that's often discussed on our show among a variety of successful business owners and everyone has a different definition. On the latest episode of Lessons by the Lake, we welcome Barry Garapedian, President & CEO of Mag 7 Consulting, to discuss the impact he's making on today's youth. Mag 7 is a boutique …

1
Ready to Scale Your Business the Right Way? 40:57

1+ y ago40:57

40:57

Building a successful business requires an immense level of dedication, hard work and ingenuity along the way. And throughout that journey, a business owner needs to successfully navigate one of the most difficult challenges of all: scaling. On the latest episode of Lessons by the Lake, Bob sits down with Carl J. Cox, Founder of 40 Strategy, to dis…

1
Five Essential Tips for Donating Your Business Before You Exit 27:29

2y ago27:29

27:29

As business owners approach the end of their careers, they often consider a variety of exit strategies. Well, on the latest episode of Lessons by the Lake, we're exploring a strategy that doesn't receive as much attention as a traditional sale of the business. We're joined by Bob Mumford, Area Director at the National Christian Foundation Northwest…

1
Culture of Leadership: Is Your Business Transition Ready? 40:09

2y ago40:09

40:09

There are countless items that business owners should be evaluating when they are approaching the sale, or even a transition of any kind, of their business! However, there is a key, initial question they should be asking themselves: Is my business transition ready? On the latest episode of Lessons by the Lake, we welcome Chris Smith, Founder of Cam…

1
Avoiding Retirement Plan Mistakes in Business Exit Planning 33:17

2y ago33:17

33:17

When the time comes to exit your business and look forward to retirement, there are some vital concerns you should be considering! On the latest installment of Lessons by the Lake, we're pleased to welcome Bonnie Treichel, Founder of Endeavor Retirement, for a great conversation surrounding the retirement planning mistakes you should be avoiding wh…

1
How Business Owners Can Utilize EOS for Advanced Planning Purposes 33:36

2y ago33:36

33:36

We're back with an all-new episode, specifically catered towards our business owner audience! Join us for the latest installment of Lessons by the Lake, where we welcome Julie Markee, an EOS Implementer, Speaker and Executive Coach, for a great conversation on leveraging the Entrepreneurial Operating System (EOS) for Advanced Planning purposes. Jul…

1
Do You Know Your High-Net-Worth Personality Type? 27:40

2+ y ago27:40

27:40

We all have various personality traits. For example, some of us are introverts while others are extroverts. However, did you know that you also have a wealth personality and it has a big impact as you pursue your financial goals? On the latest installment of Lessons by the Lake, we're examining the topic of high-net-worth personalities. We'll be ex…

1
Preparing Heirs for Their Inheritance 27:45

2+ y ago27:45

27:45

In the latest installment of Lessons by the Lake, Bob explores the complex nature surrounding inheritances. The big question surrounding this topic is: Are your heirs ready to deal with the wealth you may be planning to pass on to them someday? It's an unfortunate fact that inheritors often struggle with their windfalls in a way that can be hazardo…

1
The Benefits of a Family Constitution 21:39

3y ago21:39

21:39

One of the biggest concerns facing affluent families today is how to manage their wealth so that it achieves many goals. From continuing to grow their wealth as it's transferred to younger generations, to aligning the use of that wealth with the values and ideals the family holds dear, to protecting that wealth from creditors and others who might s…

1
The Human Element 23:41

3y ago23:41

23:41

Affluent families and individuals want to make smart decisions about their wealth, which is exactly why so many of them seek out top financial professionals for advice and guidance. But, it turns out that superior technical expertise in investments and other areas of finance isn’t enough. Those advisors who are truly elite and who can best help the…

1
An Overview on Stress Testing 28:24

3y ago28:24

28:24

Welcome to Lessons by the Lake: The Oswego Private Wealth Show! This is the show where we break down complex wealth management strategies into understandable terms to help you on your path to living an amazing life of significance. In our inaugural episode, we introduce you to Bob Bedritis, Managing Director of Oswego Private Wealth Management, who…

Dinlemeye Değer Podcast'ler

Lake Oswego Podcastleri

Dinlemeye Değer Podcast'ler

1
Lessons by the Lake: The Oswego Private Wealth Show

Bob Bedritis

1
Avenues of Opportunity: SBA Loan Strategies for Business Owners 22:04

1
What Is Your Game Plan? Featuring Paul Menig 38:19

1
The Founder's Journey with David Howitt 37:28

1
Is Your CPA an Advisor or a Historian? (Feat. Robert Curtis, CPA) 31:39

1
Build a Business With Real Intrinsic Value with Craig Wigginton 29:07

1
The Strategic Pillars of Wealth 31:09

1
Are You Prepared for the Sunsetting of Estate Tax Exemptions? 34:18

1
Making Your Business More Sellable and Getting a Higher Price 27:32

1
The Power of the Right Questions 32:57

1
An Innovative Approach to Taxes and Accounting 37:15

1
Estate Planning: The First Step to Business Succession 49:53

1
Building a Well-Defined Succession Strategy 32:37

1
Planning on Selling Your Business? Think Again. 29:00

1
Succession Planning for Family Businesses 23:13

1
Stress Testing for Successful Business Owners 25:29

1
Getting Started With a Virtual Family Office 34:40

1
When is the Best Time to Sell My Business? Timing Considerations From an Investment Banker 45:24

1
The Benefits of Working With a Virtual Family Office 45:39

1
Five Critical Mistakes of Successful Family Businesses 29:46

1
How Much is Your Business Worth? 23:18

1
Living an Amazing Life of Significance and Making a Difference in the World 39:41

1
Ready to Scale Your Business the Right Way? 40:57

1
Five Essential Tips for Donating Your Business Before You Exit 27:29

1
Culture of Leadership: Is Your Business Transition Ready? 40:09

1
Avoiding Retirement Plan Mistakes in Business Exit Planning 33:17

1
How Business Owners Can Utilize EOS for Advanced Planning Purposes 33:36

1
Do You Know Your High-Net-Worth Personality Type? 27:40

1
Preparing Heirs for Their Inheritance 27:45

1
The Benefits of a Family Constitution 21:39

1
The Human Element 23:41

1
An Overview on Stress Testing 28:24

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