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Ep 20: Having a Dream and Enjoying Your Wealth with John Ratliff
Do you have an exit plan developed with your business? As a CEO or entrepreneur, it can be difficult to think about leaving your company, but you’ve worked hard to accumulate wealth and you likely want to enjoy it. On today’s episode, John Ratliff explores developing exit strategies with business owners and CEOs and how he’s helping these high-level professionals enjoy their wealth.
TIMESTAMPS
1:12 – Welcome to the show John!
4:36 – What brings about happiness?
9:09 – When’s the right time to think about an exit?
11:39 – Making yourself redundant in your business
19:04 - Why the bigger number?
22:49 – Creating a perpetual philanthropy model
26:32 – Creating core values and a foundation
32:00 – What happens if you don’t get it right?
38:20 – This is your biggest asset, get it right
44:15 – Having someone that’s been there on your side
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/S
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
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By Scott FordDo you have an exit plan developed with your business? As a CEO or entrepreneur, it can be difficult to think about leaving your company, but you’ve worked hard to accumulate wealth and you likely want to enjoy it. On today’s episode, John Ratliff explores developing exit strategies with business owners and CEOs and how he’s helping these high-level professionals enjoy their wealth.
TIMESTAMPS
1:12 – Welcome to the show John!
4:36 – What brings about happiness?
9:09 – When’s the right time to think about an exit?
11:39 – Making yourself redundant in your business
19:04 - Why the bigger number?
22:49 – Creating a perpetual philanthropy model
26:32 – Creating core values and a foundation
32:00 – What happens if you don’t get it right?
38:20 – This is your biggest asset, get it right
44:15 – Having someone that’s been there on your side
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600
Securities offered through Cetera Advisor Networks LLC, Member FINRA/S
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.