In this episode, Todd sits down with Rick Campfield to discuss how to plan for a successful business transition. Todd even gets some advice on his own situation for the time when he starts to consider when it may be appropriate to begin planning his exit strategy.

Rick lays out a framework for businesses to help create health and wealth which is meant to ensure a smooth sale or transition when the time comes for your business, but is also great information no matter what stage of the business lifecycle you may be in. The framework is built on “The Five C’s” - Communication, Culture, Clarity, Cash, and Counsel.

Rick Campfield has over 38 years of experience in the roles of CEO and consultant, working with businesses of all shapes and sizes. Rick now specializes in working with companies planning a transition planning for family and co-owned businesses. You can find Rick and his amazing resources at www.rickcampfield.com

Todd and Nik return for the second episode in a 2-part series tackling the do’s and don’t of successful investing. This week’s episode highlights the importance of focusing on the elements of investing that are controllable. These 5 tips will keep you on the right financial track in a world inundated by excess information and commentary.

Click this link for an article mentioned in this episode:

Putting a value on your value: Quantifying Vanguard Advisor's Alpha

Today Todd and Nik discuss three common mistakes investors make and potential pitfalls you should avoid as investor. This is episode one of a two part series where we discuss “what not to do,” and in our next episode we will discuss “what to do”.

Link to an article mentioned in the podcast:

Three Common Investing Mistakes

In this episode host Todd Pisarczyk and special guest Linde Carroll, CFP discuss how election years have historically impacted financial markets. 2024 will bring not only a US Presidential Election, but it has been called “Electionpalooza” as 76 countries around the world are holding elections as well.

As we turn the calendar year to 2024 Todd and Nik discuss the potential longer term “seasonal” outlook for stocks, interest rates, and the economy. What investors experienced in markets and the economy since 2009 has been abnormal for many reasons. Will 2024 bring a change in the seasons and a return to a more normal economic environment? If that does occur what does normal look like?

Check out the articles and sites mentioned in this episode:

In this episode Todd and Nik discuss tips and ideas for teaching your children about budgeting, savings, and investing. They also discuss their own experience and exposure to the world of finance as teenagers and Todd shares some practical tips he has used with his own family to help them become more financially aware.

For more information on Momentous Wealth Management, visit our website: www.momentouswealth.com

Interest rates in the US have gone up substantially over the past two years making investments like bonds and other “fixed income” investments more attractive than they have been for a long time. In this episode Todd and Nik break down the bond market, how bonds work, and how they may fit in your portfolio.

In this episode we mention data from the Federal Reserve website, and Nerd Wallet.

AI is all over the news now, but what is it, and how can we invest in it?

Sources:

Investors have likely heard many times over the years that is very hard to “time the market.” With the recent volatility in the market – and the potential for markets to remain volatile with an upcoming election year – geopolitical uncertainty, and the Federal Reserve’s continued battle with inflation, what CAN investors do to potentially help them increase their returns? What are some strategies we feel are effective over the long term?

Today Nik & Todd talk about five different strategies to maximize your charitable giving.