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Financial Planning for Business Owners with Joe Seetoo

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Manage episode 403835651 series 3484011
Content provided by Vincent Mastrovito. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vincent Mastrovito or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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

  continue reading

18 episoade

Artwork
iconDistribuie
 
Manage episode 403835651 series 3484011
Content provided by Vincent Mastrovito. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vincent Mastrovito or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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

  continue reading

18 episoade

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