Sign up to save your podcasts
Or
Share Brennan Decima: Helping Executives De-Risk Career Moves and Exit Smarter
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Brennan Decima: Helping Executives De-Risk Career Moves and Exit Smarter
Most business owners wait too long to plan their exit — and it costs them.
Brennan Decima of Decima Wealth Consulting breaks down what smart retirement planning actually looks like.
If you're a business owner, this one's for you.
Brennan Decima built his practice around the clients most advisors underserve — business owners navigating the emotional and financial complexity of stepping away. In this episode, he and Chris dig into the blind spots that derail exit strategies, why identity and social connection matter as much as the numbers, and the behavioral mistakes investors make when markets get rough.
Key Takeaways:
- Business owner retirement involves more stakeholders and emotional weight than most planning accounts for
- The human side of financial planning gets sacrificed when firms chase efficiency
- Social connections are critical to mental health post-retirement
- Start planning your exit at least five years out
- Overconfidence leads investors to carry more risk than they need
- Separate your identity from your business before you exit — not after
Chapters:
00:00 Navigating Business Owner Retirement Planning
03:01 The Shift to Independent Wealth Management
05:51 Identifying Retirement Blind Spots
08:41 Planning for Business Exit Strategies
11:43 Investing Behavior and Risk Management
14:44 The Challenges of Building a Personal Brand
17:30 Growth Strategies for Financial Advisors
Keywords: retirement planning, business owners, wealth management, financial independence, exit strategies, investing behavior, risk management, personal branding, growth strategies, financial advice
🔗 Connect With Chris
LinkedIn: https://www.linkedin.com/in/scalewithchris/
Work With Five Fuse: https://www.fivefuse.com/
🔗 Connect With Today's Guest
LinkedIn: https://www.linkedin.com/in/brennan-decima/
Website: https://decimawealth.com/
🎧 Listen on Other Platforms
Spotify: https://open.spotify.com/show/5rgYjB8RxYKfgvOf1PrNFv?si=0dd85415f6174756
Apple Podcasts: https://podcasts.apple.com/us/podcast/sparking-the-fuse/id1857737431
📸 Socials
Five Fuse LinkedIn: https://www.linkedin.com/company/five-fuse/
View all episodes
By Chris CookMost business owners wait too long to plan their exit — and it costs them.
Brennan Decima of Decima Wealth Consulting breaks down what smart retirement planning actually looks like.
If you're a business owner, this one's for you.
Brennan Decima built his practice around the clients most advisors underserve — business owners navigating the emotional and financial complexity of stepping away. In this episode, he and Chris dig into the blind spots that derail exit strategies, why identity and social connection matter as much as the numbers, and the behavioral mistakes investors make when markets get rough.
Key Takeaways:
- Business owner retirement involves more stakeholders and emotional weight than most planning accounts for
- The human side of financial planning gets sacrificed when firms chase efficiency
- Social connections are critical to mental health post-retirement
- Start planning your exit at least five years out
- Overconfidence leads investors to carry more risk than they need
- Separate your identity from your business before you exit — not after
Chapters:
00:00 Navigating Business Owner Retirement Planning
03:01 The Shift to Independent Wealth Management
05:51 Identifying Retirement Blind Spots
08:41 Planning for Business Exit Strategies
11:43 Investing Behavior and Risk Management
14:44 The Challenges of Building a Personal Brand
17:30 Growth Strategies for Financial Advisors
Keywords: retirement planning, business owners, wealth management, financial independence, exit strategies, investing behavior, risk management, personal branding, growth strategies, financial advice
🔗 Connect With Chris
LinkedIn: https://www.linkedin.com/in/scalewithchris/
Work With Five Fuse: https://www.fivefuse.com/
🔗 Connect With Today's Guest
LinkedIn: https://www.linkedin.com/in/brennan-decima/
Website: https://decimawealth.com/
🎧 Listen on Other Platforms
Spotify: https://open.spotify.com/show/5rgYjB8RxYKfgvOf1PrNFv?si=0dd85415f6174756
Apple Podcasts: https://podcasts.apple.com/us/podcast/sparking-the-fuse/id1857737431
📸 Socials
Five Fuse LinkedIn: https://www.linkedin.com/company/five-fuse/