Exit Coach Radio

Exit Coach Radio

By Exit Coach Bill BlackBusinessManagement
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Exit Coach Radio episodes

  • Larry Bell - Plan Your Unique Solution

    Larry Bell works in the field of benefit planning for Non Profits after final regs. 


    Questions Answered: 

    1) How does it work?
    2) Why would the client want to use this planning tool?
    3) Why do consultants and clients need to use to solve the problem?

     

    Contact Info: 

     

    Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

    25 min
  • Tim Hollinger - Building Retirement Plans That Help Employees Finish Strong

    Host: Buck Blanton. Audio library: www.ExitCoachRadio.com. A discussion about the new trends to automate employer-sponsored retirement plans in order to produce a better retirement outcome.New content daily - check back often!


    Transcript: 

    Tim: If you've got a number of participants that are around 60 years old, for example, and you take the statistics that we just said in terms of how much money people would save for retirement and their readiness, and they look at it and they think, "well, I think I'm gonna keep working another three or four years," and then they start doing the math and they realize, "wait a minute, I don't have the money to do that." Well then, what's the natural tendency? They continue to work. And if that happens, you've got people working into their late sixties, early seventies. Nothing wrong with that, but what's the cost implication to the employer to have those folks as part of the health & welfare program that the employer, their productivity and those types of things. Those are opportunities for employers to really look at that. You know, those outcomes could actually get them to refocus on, as opposed to just offering the plan, having the plan work, and actually reach some of the goals in giving those folks an opportunity to leave when they're ready to leave. 

    ExitCoachRadio.com - Great Advice from Great Advisors! 

    Listen to Daily interviews and tell your Business Owner friends!

    2 min
  • Joshua Dick - Grow Like a Lobster
    Joshua Dick is a serial entrepreneur and author ("Grow Like a Lobster"). He discusses several great ideas on what you can do how to look attractive to a buyer.
     
    Are you and your Company Transition-Ready? Text EXITMAP to 44222 for a free report & assessment!
    20 min
  • John Dade - Manage Your Future

    A 1 minute highlight of John Dade's interview. 


    Transcript: 

    Bill: Why should an investor look into something like a managed future? 

    John: Well, managed futures should be part of every investment portfolio. This goes back to the 1950's. A lot of people smarter than myself, Harvard professors, professors at the University of Chicago, Henry Markowitz back in the 1950's, came up with what's called, "Professionally Managed Futures: A Modern Portfolio Theory," which states that when you add a non correlated asset class to a balanced portfolio, not only do you get higher rates of return, but you also reduce your overall volatility and risk in the portfolio. A future's position is a commitment to do something whether you guess right or wrong, and it can be very expensive. On the other side, an option's position is what it is, it gives you the option, if you're right or wrong, to commit. So, simply, it's less downside risk.  

     

     

    Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

    1 min
  • John Dade - Manage Your Future
    A 1 minute highlight of John Dade's interview. 
    Transcript: 
    Bill: Why should an investor look into something like a managed future? 
    John: Well, managed futures should be part of every investment portfolio. This goes back to the 1950's. A lot of people smarter than myself, Harvard professors, professors at the University of Chicago, Henry Markowitz back in the 1950's, came up with what's called, "Professionally Managed Futures: A Modern Portfolio Theory," which states that when you add a non correlated asset class to a balanced portfolio, not only do you get higher rates of return, but you also reduce your overall volatility and risk in the portfolio. A future's position is a commitment to do something whether you guess right or wrong, and it can be very expensive. On the other side, an option's position is what it is, it gives you the option, if you're right or wrong, to commit. So, simply, it's less downside risk.  
     
     
    Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
    1 min
  • Ross Givens - How to Build a Wealth Empire

    Ross is the Chief Market Analyst and writer for, "Wealth Empire." He advises subscribers on traditional and alternative wealth-building strategies. His service, the 13F Insider, tracks the trading activity of top hedge fund managers in order to find high-conviction investment opportunities. He is also a former broker, advisor and educator in the financial markets for (JPMorgan Chase, Regal Securities)

     

    Ross grew up in the Gulf Coast in Mobile, Alabama. He bought his first stock at age 12 (Microsoft) - he really wishes he held on to that one! Ross began trading stocks in high school and has been hooked on the markets ever since. He earned a BS in Finance from Auburn University and acquired his Series 7 and 66 licenses in his senior year. He has worked at a few investment advisory firms but grew tired of how most clients get taken by lagging returns and high fees that wipe out hundreds of thousands of dollars in potential gains each. 

     

    As an avid reader of investment philosophy, Ross has studied the work of Ben Graham, Warren Buffett, Howard Marks, Seth Klarman and other legendary money managers. He believes that value is the foundation of every investment decision and the most successful Wall Street titans have all used a similar framework. 

     

    Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

    21 min
  • Ross Givens - How to Build a Wealth Empire
    Ross is the Chief Market Analyst and writer for, "Wealth Empire." He advises subscribers on traditional and alternative wealth-building strategies. His service, the 13F Insider, tracks the trading activity of top hedge fund managers in order to find high-conviction investment opportunities. He is also a former broker, advisor and educator in the financial markets for (JPMorgan Chase, Regal Securities)
     
    Ross grew up in the Gulf Coast in Mobile, Alabama. He bought his first stock at age 12 (Microsoft) - he really wishes he held on to that one! Ross began trading stocks in high school and has been hooked on the markets ever since. He earned a BS in Finance from Auburn University and acquired his Series 7 and 66 licenses in his senior year. He has worked at a few investment advisory firms but grew tired of how most clients get taken by lagging returns and high fees that wipe out hundreds of thousands of dollars in potential gains each. 
     
    As an avid reader of investment philosophy, Ross has studied the work of Ben Graham, Warren Buffett, Howard Marks, Seth Klarman and other legendary money managers. He believes that value is the foundation of every investment decision and the most successful Wall Street titans have all used a similar framework. 
     
    Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
    21 min
  • Veronica Saldivar - Your Perception May Not Be Reality

    Veronica Saldivar has grown and sold a business - she describes some of the lessons she learned.

    Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

     

    Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

     

     

    1 min

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