Selling a business can be one of the most important financial and personal decisions an owner will ever make. In this episode, Brian and Blake discuss how business owners can prepare for a potential private equity transaction, evaluate the trade-offs involved, and make sure the deal supports the life they want after the sale.

What we covered:

Why the highest offer may not always be the best offer

The trade-offs between cash at closing, rollover equity, earnouts, and a potential “second bite of the apple”

How long an owner may want to remain involved after the transaction

Why strong legal representation, multiple bids, and a clean balance sheet can improve the process

The importance of cleaning up expenses, documenting add-backs, and preparing the business before going to market

How the timing of a sale may create additional tax-planning opportunities

High-level strategies involving tax-aware investing, charitable giving, and estate planning

How owners can prepare financially and personally for life after the sale

The goal of this episode is to help business owners look beyond the headline valuation. A successful transaction should account for taxes, liquidity, control, family priorities, future upside, and what the owner wants their next chapter to look like.

Bear markets are challenging, but they are also a normal part of long-term investing.

In this episode, Brian and Blake talk through how investors can prepare before the next market downturn, including the mindset, planning, and portfolio decisions that matter most when markets get rough.

What we covered:

-Why bear markets are a feature of investing, not a flaw

-How often downturns happen and why they should be expected

-The importance of having a plan before volatility shows up

-Why cash flow, risk tolerance, and time horizon matter

-Common mistakes investors make during market declines

-How to stay disciplined when headlines feel scary

-Why bear markets can create opportunity for long-term investors

The goal of this episode is to help investors think clearly before emotions take over. A good plan does not eliminate volatility, but it can make it easier to stay focused when markets are down.

In this episode of the Mind over Money podcast, Brian and Blake sit down with Scott Hanson, co-founder of Allworth Financial, to talk about what really happens when a business owner sells to private equity.

Scott has sold multiple businesses himself and is currently working on a book about navigating the private equity sale process.

What you will learn:

-How to prepare before a sale

-The mechanics of a deal: earnouts, rollover equity, “second bite of the apple”

-The emotional side of giving up control

-Who probably should not sell to private equity

-Common tax mistakes founders make before liquidity events

-Estate planning and charitable strategies to consider before a sale

If you’re even considering a sale at some point in your future, planning doesn’t start the year you go to market. It starts now.

Talk of a market bubble is everywhere — but how do you separate hype from fundamentals? In this episode of the Mind Over Money podcast, Brian and Blake define what makes a market bubble and ask the big question: Are we in one right now? They compare today’s market to past manias, from the 1999 dot-com boom to the Dutch tulip frenzy and the railroad expansion.

Brian shares lessons from 40+ years of watching cycles unfold, including the warning signs and repeatable narratives investors should know. They also break down the current backdrop for stocks, gold, and silver, and offer portfolio positioning ideas built to handle a range of market environments — surprises included.

In this episode of the Mind over Money podcast, Brian and Blake dive into the sweeping changes of the new “One Big Beautiful Bill” (or ABBA Act) and what it means for retirees, pre-retirees, and families looking to optimize their financial future. From understanding today’s historically low tax brackets to exploring Roth conversions, charitable giving strategies, and the return of state and local tax (SALT) deductions, they break down complex rules into practical, easy-to-follow insights.

You’ll also hear how timing Social Security, leveraging donor-advised funds, and managing income in retirement can have a lifelong impact on your taxes—and your legacy.

If you’ve ever wondered how to take advantage of the planning window between retirement and required minimum distributions, this episode is a must-listen.

In this episode of the Mind over Money podcast, Brian and Blake unpack a whirlwind month in the capital markets. From a sharp rebound after early-year tariff turmoil to repeated all-time highs in the S&P 500, they explain why market optimism isn't irrational—and how AI is fueling future growth.

In this milestone episode of the Mind over Money podcast, Brian and Blake celebrate a combined 50 years in the financial industry with a powerful and timely discussion on the hidden value of market volatility. Inspired by a surprising story from the Biosphere 2 project—where trees collapsed due to a lack of wind—they explore how stress is not only natural but essential for growth in ecosystems and economies.

Brian and Blake are back to discuss the wild swings in the stock market and advice for investors.

Brian and Blake are back to discuss the economy and policies from the new administration.

Brian and Blake recap another strong year in the market and discuss forecasting stock returns.