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Welcome to The Plum Pointe Wealth Management Podcast Series, where we simplify and navigate today's financial complexities to create a better world for our clients. Join Brian Dunckley, President and Founder of Plum Pointe Wealth Management, each episode as we discuss some of the most pressing topics facing business owners in today's financial climate. With a background in science, prior to becoming a wealth manager, Brian helps family stewards prepare for the future in a complicated world, ...
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Longevity Planning: Can Your Wealth Plan Support You to Age 100?
25:10
25:10
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In this episode of The Plum Pointe Wealth Management Podcast Series, we delve into the fascinating world of longevity planning. With advancements in healthcare and technology, people are living longer lives than ever before. But what does this mean for your wealth plan? Can it support you as you age well into your 90s or even 100s? From managing he…
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You’ve sold your business and there are countless questions and logistics that need to be addressed. How do you manage the emotion and the loss of that business owner identity? How do you manage what is now a liquid asset in your life? On the latest episode of the Plum Pointe Wealth Management Podcast Series, Brian breaks down these critical questi…
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Are My Heirs Prepared to Handle Our Family Wealth One Day?
32:02
32:02
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In this thought-provoking episode, we delve into a crucial question that many affluent families grapple with: "Are My Heirs Prepared to Handle Our Family Wealth One Day?" Managing family wealth isn't just about growing assets; it's also about ensuring its sustainability and responsible stewardship across generations. Join us as Brian explores the m…
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It's Time to Revisit Your Financial Plan!
27:11
27:11
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You have a financial plan in place, but you haven't revisited it for quite some time. Does this sound like you? Well, if you aren't revisiting your financial plan, your ability to take care of your loved ones forever may be in jeopardy. On the latest installment of the Plum Pointe Wealth Management Podcast Series, Brian Dunckley addresses the overa…
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How Can I Take Care of My Family Forever?
36:23
36:23
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If something were to happen to you, is your family equipped to provide for themselves? Will you be leaving them in a financially secure state of life? On the latest episode of The Plum Pointe Wealth Management Video and Podcast Series, we're analyzing the importance of foundational wealth planning, including a look into the various levels of risk f…
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Are you REALLY Ready to Sell Your Business?
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Are you really ready to sell your business? This is a critically important question any business owner should be asking themselves when they're beginning to consider this reality. The fact of the matter is that there are micro and macro considerations to this question. Is this really the right time for you to sell this business, personally speaking…
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