In this episode of EWA’s FIN-LYT Podcast, Jimmy Ruttenberg, Jamison Smith, and Drew Deimel dive into one of the biggest financial shifts happening today: the massive transfer of wealth driven by business sales and generational change. With most U.S. wealth now held by those over 65, the decisions business owners make before, during, and after an exit have never mattered more.

The conversation explores what really happens when a founder sells their business. From the emotional whiplash of stepping away from something you built to navigating employment contracts, lifestyle changes, and newfound financial freedom, the team shares real world insights from decades of working with business owners through these transitions.

They also unpack the risks that follow a liquidity event, including lifestyle creep, overcomplicated investments, and poor communication with family. You’ll hear practical guidance on aligning spending with values, building a strong advisory team, planning for estate and tax efficiency, and preparing the next generation so wealth becomes a benefit, not a burden.

If you’re a business owner thinking about an exit, recently sold a company, or want to understand how generational wealth is built and protected, this episode offers clear perspective and thoughtful frameworks. Be sure to like and subscribe for weekly conversations that help you make smarter financial decisions and design a life aligned with what matters most.

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