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Financial Planning for Business Owners with Joe Seetoo
Manage episode 403780872 series 3523725
İçerik Vincent Mastrovito tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Vincent Mastrovito veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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
18 bölüm
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