Exit Coach Radio

Exit Coach Radio

By Exit Coach Bill BlackBusinessManagement
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Exit Coach Radio episodes

  • Natalie Elisha Gold - Estate Planning Essentials

    Natalie Elisha Gold, Provisors member and Managing Attorney at Gold Legal Group, LLP., is in the business of protecting your legacy and the legacy of your business and clients. After a life-changing injury in her youth, she was motivated to change the world and at age 24 started her own law firm. Natalie aims to help people leave something better behind for their children and implement trusts which will preserve wealth to the fullest extent possible. Her strategic approach to wealth preservation is truly essential to having a highly successful estate plan.

    In her interview, Natalie discusses estate planning as a way to protect your independence and privacy. Without a plan, your family will be faced with time-consuming litigation and expensive attorney and court fees. Natalie knows that the best way to preserve your wealth is getting your estate plan sorted out while you’re still able, and continuing to update it as necessary. A legal fee is a drop in the bucket compared to the money you’ll save by having a well thought out plan. Being well-informed will help you make better choices for yourself and your family, take the time to listen to Natalie’s expertise on making wealth preservation as painless as possible.

    1-Minute Sections:
    • 8:06-8:56: If you value your independence and privacy, you cannot afford to not do planning to protect your wealth.
  • 9:58-10:58: An overview of some of the common shortcomings in wealth and asset protection.
  • 12:04-13:06: The legal fee is absolutely worth it compared to how much you’ll save and help your family. 
  • 15:07-16:16: Get your estate planning done while you can, it will protect your family and privacy without involving courts and headaches. 
  • 18:51-19:53: Life insurance is a must, get it young when healthy, it isn’t just for helping after death.

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    23 min
  • Linda Duffy - Manage Your Managers

    In this 1 minute highlight, Linda Duffy, President and Founder, Ethos Human Capital Solutions discusses the importance of focusing on the effectiveness of your Management Team.

    ExitCoachRadio.com - Great Advice from Great Advisors! 

    Listen to Daily interviews and tell your Business Owner friends!

    1 min
  • Steven Snyder - Focused Passion

    Steven Snyder is author of the book Focused Passion: How to be Better, Faster, Smarter, and Happier, with Far Less Stress, and Much More Passion. 

     
    Questions Answered: 
     
    1) What is Focused Passion?
    2) How can it help readers to become mindful?
    3) What are the benefits of living with less stress and more passion? 
     
    Contact Info: 
     
    Website: www.FocusedPassion.com

    Focused Passion: How to be Better, Faster, Smarter, and Happier, with Far Less Stress, and Much More Passion is available on Amazon in paperback and on Kindle. 

     

     

     

    21 min
  • Matthew Januszek - Escape Your Limits

    An entrepreneur for 25 years. Builder of multiple successful businesses in the UK, Germany, Poland and the United States. Matthew now sits on the board as a director of 3 companies.

    Co-founder of Escape Fitness, which he has taken from a start-up with minimal capital to a major International business chosen by premier fitness brands around the world, with growth across all markets including the North America.
    Matthew knows what it’s like to start and build a business: with hands on experience in multiple start ups, overcoming the challenge of financing the business and raising capital, innovating and reinventing the offering to remain relevant and expanding into International markets.
    He is a serial learner, always listening to what successful people have done and how they have done it. Now, with the Escape Your Limits podcast, he is bringing others the opportunity to learn from his experiences and those of other entrepreneurs. 

    24 min
  • Heath Goldman - Don’t Build Your Financial House Without an Architect (I2017)

    In this 20 minute interview, Heath Goldman, Financial Architect of ICON Wealth & Legacy Partners, discusses how he works with clients as an "Architect" to add thought and structure to complex plans. He also talks about popular tax minimization and other financial strategies that tax-weary business owners are exploring to minimize the many layers of taxes on wealth.

     

     

     

     

    20 min
  • Jim Immel - Clarity Helps You Ask The Right Questions L0517)

    Here's a 1 minute highlight from an interview with one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to sell all of their interviews!

    Jim Immel, Founder of Immel and Associates, Inc. explains how Clarity is critical before implementing plans and being clear about your questions is key. 


    Transcript: 

    Jim: One of the things to realize is, that when we're helping these individuals, they could be asking the wrong questions. And, I just think that a lot of times what I see is that things move too fast, that we actually ask the business owner what they want, and we actually believe the answer that they give us. And, one of the realities is, they may tell you the answer to that, but they may have started down the wrong path by asking the wrong question upfront, and now they're starting to run down a pathway that might cause either themselves, from a tax stand point, or the employee standpoint, or even from a customer standpoint, it might cause some strife. And so to just really go slow upfront, the tagline I have is clarity, confidence, courage, really invest time on the clarity standpoint upfront, making sure that you ask the questions to get them to look at things a little bit different than maybe where they are. Find people willing to be challenged, the people that are willing to be challenged are also more likely to go through change. 

    ExitCoachRadio.com - Great Advice from Great Advisors! 

    Listen to Daily interviews and tell your Business Owner friends!

     

    2 min
  • Bill Anton - Leader Challenges in a Knowledge Based Economy

     

    Guest: Bill Anton

    Company: CEO Effectiveness 
    Website: www.ceoeffectiveness.com 

    At Exit Coach Radio, we help small business owners solve big problems!

    This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com

     

    2 min
  • Chris Mercer - What Are Factors of Valuing a Business at Any Given Time?

    Guest: Chris Mercer

    Company: Mercer 
    Website: Mercer Capital

    At Exit Coach Radio, we help small business owners solve big problems!

    This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com

     

    1 min
  • Craig West - The Impact of Exit Panning

    Craig West discusses the impact exit planners can have by helping prepare financial, business, and personal matters.

    Transcript: 

    Craig: The big change for me, and certainly for most of my advisors and people that have done the secret program in Australia, or a lot of the I would imagine who have done it here, is that you're actually doing something quite tangible that really helps a business owner in terms of their financial and personal lifestyle outcome. So, as an accountant, I used to lodge tax returns and I used to lodge lots of other compliance documents, and at the end of the day, you really don't help people. But, if you can get an exit plan right, and I've got a number of examples where I've worked with clients over 3-5 years to really prepare them, their family, their business, their financials, their personal situation for an exit, and if you can achieve that very successfully, you make a substantial difference to that person and their family. 

    2 min

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