Hitting your exit number is only half the battle.

Between hidden lifestyle inflation, complex estate planning, and the psychological shift of leaving a business behind, defining true financial freedom requires a far deeper look than conventional advice provides.

In this episode, host Nick Carman sits down with Clear Harbor's founder, Dustin Terry, and Director of Research, Mike Zaccardi, to discuss what it really takes to determine your "freedom number."

They unpack the nuances of lifestyle inflation, how to manage multi-generational wealth, and why finding an advisor who understands the unique complexities of business ownership makes all the difference when preparing for an exit.