The Long Game

From Corporate Life to Running Your Own Business (with Zach Ashburn, CFP®, EA, AFC®)


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In this episode, I'm joined by Zach Ashburn to break down the journey of transitioning from corporate life to entrepreneurship. Zach specializes in corporate exit planning and shares how professionals can leverage their skills to thrive independently. Some highlights:

  • The golden age of entrepreneurship and the rise of specialized consultants
  • Common triggers for leaving corporate jobs
  • The significance of cash management and financial planning for new business owners
  • Strategies for optimizing tax situations during low-income years
  • The importance of finding the right financial advisor for your unique needs

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✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

✅ My personal blog & newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thomaskopelman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

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The Long GameBy Thomas Kopelman

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