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In this episode, I sat down with Jon Matzner to talk about why most business owners are building the wrong thing. They're chasing revenue, saying yes to everything, hiring for growth without thinking about what they actually want their day to look like. Jon breaks down the four ways to build real l…
I've had around five clients retire in my career. Most of them came back to work within a year, not because they needed the money, but because they had nothing to go to. Court Carruthers is the exception. Former group president at Grainger. Ran a global packaging company from 2017 to 2021. Tripled …
In this episode, I brought on health insurance expert Nick Lease to answer the question I get from business owners constantly."What are my actual options?"Because most owners feel like they're either paying too much, getting too little, or both. Nick breaks down level-funded plans, HRAs, …
IRC Section 1244 lets you write startup losses off against ordinary income (instead of capital gains). That's a massive difference when you're in a high tax bracket. Bryan Hasling, CFP® joins me to explain what qualifies, why SAFE notes are a problem, and how to think about this before you write yo…
Paunawa: Ang podcast at artwork na naka-embed sa page na ito ay mula sa Thomas Kopelman, na pag-aari ng may-ari nito at hindi kaakibat o ineendorso ng Listen Notes, Inc.