Financial Planning for Business Owners with Joe Seetoo
MP3•Home de episódios
Manage episode 403780872 series 3523725
Conteúdo fornecido por Vincent Mastrovito. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Vincent Mastrovito ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.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
18 episódios