July 12, 2023

403: Business Exit Planning with Joshua Winterswyk

42 minutes

Podcast Disclosure

Advisory services offered through RPA Wealth Management, a registered investment advisor. Content provided for informational purposes only. It should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell securities. A professional financial advisor should be consulted before implementing any investment strategy.

Do you have an exit plan from your business? While it may feel like you'll be working for the rest of your life, you will stop working eventually. Having an exit plan means taking the time to step out of your business in some way. Joshua Winterswyk, Certified Financial Planner with RPA Wealth Management, shares the strategies for exiting your business well. Josh walks through the various options you have as the business owner. He also discusses why you should build a strong team to guide you through the process.

Main topics:

What is exit planning
What are our options
Common misconceptions
Building a team

Main takeaway: When should you start planning to exit your business? Today!

About our guest:

Joshua had planned to study medicine—until a high school economics course changed his mind. That course ignited a passion for personal finance that propelled him to earn degrees in business and finance. After graduating from CSUSB, he launched his career in finance at Citibank—but soon realized it wasn't quite what he wanted. Though he appreciated the wide-ranging experience the job provided, he wanted to help people more comprehensively than his work allowed. That's when his mentor and RPA's founder, Brent Pasqua, reached out to him. Today, Joshua helps clients achieve their goals by offering the comprehensive financial planning he had long envisioned. As an advisor, he helps meet the financial and investment needs of clients, including retirement planning, budgeting, and insurance analysis. He loves the process of putting a plan together that his clients can easily understand and deepened the impact he can have. Joshua attained his CERTIFIED FINANCIAL PLANNER™ designation. Joshua lives in Upland, CA with his wife, Brooke, their son Cruz, and their dogs, Memphis, and Mila. A lover of all thing's sports, he is a Los Angeles Football Club season ticket holder and a member of the American Outlaws, the supporters club for the U.S. men's national soccer team. When he's not cheering on his favorite teams, he and his wife enjoy days in L.A. with Cruz, Memphis, and Mila and trying out new restaurants, breweries, and wineries. FUN FACTS Enjoys the global diversification of his pups, an American Boston terrier and French bulldog. Loves the variability of a dance floor, especially when 80's are playing. Goes all in for soccer and is an American Outlaw and LAFC season ticketholder.

Links:

Previously on: https://www.petsitterconfessional.com/episodes/289

[email protected]

https://rpawealth.com/joshua-winterswyk/

The podcast: https://rpawealth.com/podcast/

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Full show notes and transcript