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Best Exitplanning podcasts we could find (updated November 2019)
Best Exitplanning podcasts we could find
Updated November 2019
Updated November 2019
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The Defenders of Business Value Podcast combines nearly 30 years of valuation and exit planning expertise working with business owners. Ed Mysogland has a mission and vision to help business owners understand the value of their business. Most of the small business owner's net worth is locked in the company, and to unlock it, a business owner has to sell it. Unfortunately, the odds are against business owners that they won't be able to sell their companies because they don't know what creates ...
THE REAL MONEY PROS, formerly Idaho's Money Show Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros. The Real Money Pros is hosted collaboratively by experts who specialize in investing, financial planning, estate planning, taxes, insurance, and every other profession you can think of to help you grow and keep wealth. Plus, we make it fun. We'll help you know good advice from bad - Particularly when everyone seems to want a piece of your money. Th ...
The place where business owners looking to maximize enterprise value, grow their personal wealth, and create a "life after" plan come to discover what other entrepreneurs and thought-leaders are doing to increase their personal and professional net worth.
With the announcement of the nation's largest milk conglomerate, Dean Foods, filing Chapter 11, financial advisor Brian Wiley wants to talk pensions. What's what, and who might just get screwed in the coming years? Then, a St. Luke's employee nearing retirement calls in with pension questions of her own: listen to Brian's cogs turning in real t ...…
Financial advisors Brian Wiley and Jeremiah Bates sit down to talk about what effect a presidential impeachment might have on the markets and take calls from many listeners to take a local pulse. Ultimately, fear and emotions are bad for investors. Remove that, and find a bit of peace of mind. Don't and see how you fare. Brian Wiley, Financial ...…
A big congratulations to Steve Rausch and his beautiful wife Molli on their healthy baby boy! (Steve will be back later in the month) Financial advisor Brian Wiley sits down with CAP Hazen Armstrong to talk taxes! What's going on with the cannabis and banking industries? Show regular Steve Marsh of Medical Plans of Idaho calls in to ask whether ...…
In this episode of the CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates sit down to discuss some recent ways Tree City Advisors have been able to help non-clients in important, if not at all lucrative ways, and why referrals to trusted professionals are so valuable. Then, "buy low, sell high" is a well-known turn of phra ...…
Easily one of my favorite episodes. Wendy Dickinson is the founder of Ascend To Sell LLC. She coaches small business owners in navigating the psychology of the M&A process. Raised with small business in her blood, Wendy is from a family of entrepreneurs. Wendy knows the advantages of the preparation and execution of your vision. She is passiona ...…
In this solo show, financial advisor Brian Wiley simply wants to know what listeners think about growth, traffic, and whether you're from Idaho or yonder. Great calls. Brian Wiley, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com…
In this special episode, financial advisor Brian Wiley and attorney Steve Rausch engage Diane Wilson of MySocialSecurityAnalyst.com to learn more than anyone thought possible about Social Security. There is so much invaluable information in this episode. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalc ...…
In this solo show, financial advisor Brian Wiley discusses education spending and garbage-in/garbage-out as it relates to considering the next generation, and the teachers in their classrooms. A listener calls in to offer his thoughts. Then, the markets have posted massive gains this week - will the bull ever take a rest? Is how, to what extent ...…
In this compelling episode, financial advisor Brian Wiley sit down to discuss the current market highs, and the possibility of a not-so-dramatic Recession Light. The conversation goes on a tangent when a listener calls in with deep concerns about an intellectually disabled brother who may have been taken advantage of by a financial advisor. Lis ...…
This week we talk to Mike Michalowicz about using the Profit First techniques to increase business value. Mike launched and sold two multi-million dollar companies and is co-founder of Profit First Professionals, a membership organization of accountants, bookkeepers and business coaches who teach the Profit First method. He is a former columnis ...…
In this short show, financial advisor Brian Wiley and attorney Steve Rausch discuss their recent meeting with Idaho Dept. of Insurance head Dean Cameron. Learn what Dean's doing to further protect Idahoans, and Americans from bad guys, and his efforts to better regulate a massive industry. Brian Wiley, Financial Advisor www.treecityadvisors.com ...…
Financial Advisor Brian Wiley sits down with insurance expert Steve Marsh to discuss open enrollment, how to get the best insurance you can afford, and what the cutoff limits are for the ATPC. Then, an origin story from Brian, and a vocabulary lesson from the past. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Marsh, Medical Ins ...…
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss Brian's impending meeting with Dean Cameron of the Idaho Dept. of Insurance and Western Director of the National Association of Insurance Commissioners. Brian is on a mission to protect the elderly from predatory insurance! Then, a listener calls in with a question abou ...…
In this solo show, financial advisor Brian Wiley puts on his philosopher hat to talk about love (and its opposite), emotions, and when indifference is a good thing. Brian Wiley, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.comBy The Real Money Pros
Financial advisors Brian Wiley and Jeremiah Bates sit down to talk about the Millennial population(73m) inching out Baby Boomers (72m) and what that means for the financial sector. Then, Brian and Jeremiah discuss what it will take to make younger generations hip to investing in the wake of a generation who mistrust technology and innovation. B ...…
I had the good fortune of interviewing John from both a practitioner and as a client. John is a coach with so much horsepower. I have pretty high expectations and apparently John does too for himself. John was recently selected as the recipient of Canada’s CEO Trusted Advisor Award. I'm not surprised. Listen to this podcast and find out how bus ...…
In this special, Brian-less episode of The Real Money Pros, attorney Steve Rausch and financial advisor Jeremiah Bates sit down with insurance expert Steve Marsh to discuss Medicaid expansion in Idaho, the ins and out of Open Enrollment, and end-of-year strategizing for all walks of American life. A listener calls in with questions about Medica ...…
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss the complicated job of business valuation. Who does what? Who knows the real value of a couch, or a partner's work? There are many nuances in this process and myriad differing opinions in how a proper valuation is calculated. Brian Wiley, Financial Advisor www.treecitya ...…
Financial advisors Brian Wiley and Jeremiah Bates sit down to discuss the College Admissions Scandal, and why Americans are so upside down in their views of regressive taxation. Then, a discussion of problem solving and triage, and some great questions from listeners. Brian Wiley, Financial Advisor www.treecityadvisors.com Jeremiah Bates, Finan ...…
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss the Idaho Legislature's recent preliminary property tax discussion. Brian shares a story of neighborly help when a tree falls in the North End. Then, a listener calls in with questions about his SEP IRA - an interesting conversation ensues. Brian Wiley, Financial Adviso ...…
In this episode of the CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates discuss the sad, scary story of a good man taken by a local shyster. Brian Wiley, Financial Advisor www.treecityadvisors.com Jeremiah Bates, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com ...…
In this week’s episode, Ed had the opportunity to interview his long term referral partner, Josh Brown. Josh is, in the world of franchising, a pool of knowledge. If you are a franchisee or franchisor or planning to become one, you will definitely benefit from this conversation about the franchise world. Enjoy! 1:12 - Who is Josh Brown 2:33 - F ...…
Financial advisor Brian Wiley sits down with insurance expert (and birthday boy!) Steve Marsh from Medical Plans of Idaho to discuss the ins and outs of the ATPC, open enrollment, employer plans, and more. Brian answers a listener email about a child entering the workforce, and which kind of insurance might suit him best. Brian Wiley, Financial ...…
Financial advisors Brian Wiley and Jeremiah Bates sit down with Riley Wilcox of Guardian Estate Sales to discuss the ins and outs of helping families sift through a loved one's home after they've died. Unsurprisingly, most of us have an inflated value of the things we hang out to - some more than others. To paraphrase Mr. Wilcox, unless the kin ...…
Financial advisor Brian Wiley and attorney Steve Rausch sit down with CPA Hazen Armstrong to discuss what happens if you don't file a tax return before the deadline. Then, FAFSA is a dirty word to many people: did you know that there are many practical planning options for those applying for financial aid? Knowledge is power! A listener calls i ...…
Financial advisor Brian Wiley and attorney Steve Rausch consort with medical care cost conundrums. What is medically necessary? What should taxpayer dollars be funding? What is the bigger picture of these decisions? Brian and Steve take a holistic approach to these controversial conversations and how they could affect taxpayers. Brian Wiley, Fi ...…
Financial advisor Brian Wiley and attorney Steve Rausch discuss volatile markets, global conflict, and what to do when you want to leave a legacy but not be taxed for it. Should you gift assets from your trust? What do you need to be aware of? Steve talks about what to look out for when you’re creating a trust to leave a legacy to your family a ...…
In this week’s episode, Ed chats with Dan Lacy, the Prophet of Profit, about the importance of investing in people, identifying the endgame, planning the exit, and everything about maximizing business value. A lot of ground was covered in a fairly short amount of time, so enjoy this insightful conversation! ************ For show notes and past ...…
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss the potential transfer of Federal lands management to the State of Idaho - is this state's rights or quasi- socialism? A listener calls in to discuss the East coast West coast dichotomy and offer a brief history lesson. Then, the boys get a little off topic with a discu ...…
In this solo show, financial advisor Brian Wiley discusses Pacific Gas & Energy (PG&E) and the real life woes their foibles are causing for California residents. A listener calls in with a question about re-titling his Joint investment account to a Trust account, which leads to a deeper conversation about the need to plan early, and keep curren ...…
In this very special live remote, financial advisor Brian Wiley, attorney Steve Rausch, CPA Hazen Armstrong, and Junior Achievement Idaho President & CEO Sean Evans sit down to discuss a bit of stock market history and workings; passive income; and exactly what Junior Achievement is doing for students all around Idaho. A big thank you to Junior ...…
Financial advisor Brian Wiley and attorney Steve Rausch talk about what to look for in employer organizations and pensions. What happens when companies like GE and HP can’t pay their promised employee pensions, and will there be Social Security for the Millennial generation? Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, ...…
On today’s show, Ed talks with Greg Stanley, owner of Accelerant Consultants, on the sub-segments of revenue. Ed and Greg uncover tips to increase business value by sharing common value gaps, evaluation perspectives, thoughts on sales and marketing integration, and why business owners should avoid the habit of revenue tunnel vision when success ...…
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss the effect social media can have on your business. No one leaves a good review, but they'll tell 100 people about bad service. A caller asks about rolling an old 401(k) into her PERSI and Brian gets excited to tell her an early retirement might be possible. Then, a horr ...…
In this solo show, financial advisor Brian Wiley discusses October Volatility and what the potential impact of an impeachment might have on the markets. Emotional tolerance in investing is paramount - where are you on the risk scale? With planning, goal setting, and a good advisor, anyone is capable of changing their mindset on money, if they t ...…
Financial advisor Brian Wiley and attorney Steve Rausch have a question for listeners: How would impeachment change your economic outlook? The market is showing some small warning signs of a slowdown in the supply chain. How might an impeachment effect the market? Listeners weigh in, and ask some interesting questions. Brian Wiley, Financial Ad ...…
Financial advisor Brian Wiley and attorney Steve Rausch sit down to make an investor's case for teacher pay increase. The Master's credit provides qualified educators with a $4,000/year bonus, but not everyone sees the value. Brian says, "garbage in, garbage out" - teachers aren't simply "glorified babysitters" when today's students are tomorro ...…
Brian Wiley and Ataraxis CEO Steve Cilley sit down with Molly Maid of Idaho's co-owner Stephanie Camarillo to discuss her journey from state government and international business to running a highly successful franchise with husband Enrique. This is a great interview, and Stephanie offers insightful commentary on enjoying freedom from bureaucra ...…
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss why the SECURE Act has been put on hold, and why that's (hopefully) a good thing. Another call to action is included: Brian asks listeners to look at the swamp for what it is because we don't live in a democracy. Then, Steve tries to explain the ongoing whistleblower co ...…
Although the day's dramatic announcement that impeachment proceeding were in the pipeline, the markets didn't blink internationally or domestically. This surprised some, but time will tell if there will be a lasting effect. A caller asks Brian and Steve if he can invest a coming inheritance when being mostly retired, and Brian has an over-the-b ...…
Financial advisor Brian Wiley sits down with CPA Hazen Armstrong to discuss the potential effect presidential impeachment hearing might have on investors, and on the markets. Brian was asked what a client's "exit strategy" ought to be in light of potential (additional) political turmoil, creating a teaching opportunity. What's long term to you? ...…
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss a local company's announcement that all employees will be paid a $70,000 salary. They want to know from listeners what they think, and if they feel fairly compensated in their own jobs. A number of listeners call in to share their opinions, with one begging a legitimate ...…
On today’s show, Ed connects with finance experts Andy and Mark to dig into all things ESOP. Many business owners want to offer stock options to their employees but don't really understand the implications or process. Andy Manchir and Mark Flinchum of Indianapolis based CPA firm Katz, Sapper and Miller chat with Ed and answer some of the most c ...…
Financial advisor Brian Wiley and insurance expert Steve Marsh sit down with Harold’s Auto Body General Manager Scott Reynolds to discuss car insurance. How much is enough? What happens if you're under-covered? Do you need an umbrella policy? Plus, Scott shares his least favorite manufactures! Brian Wiley, Financial Advisor www.treecityadvisors ...…
Financial advisor Brian Wiley and attorney Steve Rausch are trying to make any kind of sense of the Fed's move to lower interest rates this week, for on the second time since 2009. The economy is STRONG, but what the heck/why not!? Brian wants to know: do you trust the deeply in debt government who's issuing new debt to the tune of trillions? E ...…
The Federal Reserve did something interesting overnight, to the tune of $53 billion. Brian and Steve do their best to explains the hows, whats, and whys of this action, and what it might mean for the US. Then, the Ada County Highway District (ACHD) has chosen to condemn a perfectly nice piece of property in northwest Boise in the name of eminen ...…
This is the audio-only replay of Ed Mysogland's webinar of the same title. Ed discusses the often avoidable mistakes that tend to cause business transactions to fail.By Ed Mysogland
70,000 General Motors employees are on strike. Brian and Steve have a question: are unions still relevant? All states have passed various laws in the last 200 years to protect workers in various ways, and while we haven't seen a major strike since 2007, strikes still occur. The massive corporate tax cuts last were promised to "incentivize" corp ...…
Brian Wiley and Ataraxis CEO Steve Cilley sit down with Destination Caldwell CEO Keri Smith-Sigman to discuss the organization's mission to "re-brand Caldwell as "greener pastures" for economic opportunity, tourism and community life". "Destination Caldwell is a grassroots team focused on growing the economic base and vitality of the city, down ...…
Heather Haas is the President of Advisa and has been working with small and mid-sized businesses for years. Advisa provides assessments and workforce analytics as well as training and coaching to help businesses optimize their performance and align their people strategies with their business strategies. Having the right people in the right role ...…
