Matt Rinkey is a Certified Exit Planning Advisor and the Founder and Chief Financial Life Officer of Illumination Wealth. Matt and his team specialize in working with entrepreneurial families, particularly those navigating the complexities of business exit, an expanding investment portfolio, and family wealth transfer planning, offering tailored financial guidance through every stage of their journey. The firm's mission is simple yet profound: to enhance the returns across their clients’ entire financial life. His approach is rooted in a deep understanding of the unique financial dynamics entrepreneurial families face, making him a trusted advisor and advocate for those planning significant transitions in their financial, business, and personal lives.

Listen to this informative Legacy Leaders episode with Matt Rinkey about the Best and Worst Experiences as a Financial Advisor, Ideal Clients, and What is a Certified Exit Planning Advisor? When to Start Exit Planning, Importance of Second Opinions and Building a Financial Team.

Here is what to expect on this week’s show:

●    Learn the financial planning strategies necessary for a successful exit from your business and secure your financial future

●    Discover the importance of early preparation and how it can set the stage for a smooth and profitable exit from your business

●    Unlock the secrets to maximizing the value of your time and business, ensuring you get the most out of your hard work

●    Understand how to align your business with your personal goals, creating a harmonious balance between work and life

●    Assess and optimize your financial team, ensuring you have the right professionals in place to support your exit strategy

Connect with Matt Rinkey:

Website: https://illuminationwealth.com/

LinkedIn: https://www.linkedin.com/in/mattrinkey/

Email: [email protected] 

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

LinkedIn: https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

Twitter: https://twitter.com/rodneyhatley

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