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127: How Starting Over Can Be the Best Thing for Your Business in the Long Run

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Manage episode 374324919 series 3272842
Content provided by MultiFunding. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MultiFunding or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In today’s podcast, we talk to Ian Meierdiercks, Founder and Chief Planner of IM Wealth Partners, a company he launched in 2003 to provide clients with financial planning and concierge services. He tells us how he takes a holistic approach to wealth management, considering all aspects of a client's financial life.

“There's all the things that I saw at my old firm that I thought could be done in a different way…I just put together a best hits and created something that now we call the financial concierge,” he explains. “Everybody needs to deal with tax issues and estate planning issues and business issues and cash flow issues and investing and insurance, but no one usually has a team to do that. So, we quarterback that team and either bring in our own partners to do that outside of our core competency or we deal with theirs.”

In this episode we will focus on why during rough times, you should stick with your plan and core business philosophies. We will also be evaluating how much risk you are taking as we get back near the highs and why you should understand your tax return and where the needle is moving. *Securities offered through SA Stone Wealth Management Inc. Member FINRA and SIPC Advisory Services offered through SA Stone Investment Advisors Inc. Recorded on 06/22/2023

  continue reading

170 episodes

Artwork
iconShare
 
Manage episode 374324919 series 3272842
Content provided by MultiFunding. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MultiFunding or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In today’s podcast, we talk to Ian Meierdiercks, Founder and Chief Planner of IM Wealth Partners, a company he launched in 2003 to provide clients with financial planning and concierge services. He tells us how he takes a holistic approach to wealth management, considering all aspects of a client's financial life.

“There's all the things that I saw at my old firm that I thought could be done in a different way…I just put together a best hits and created something that now we call the financial concierge,” he explains. “Everybody needs to deal with tax issues and estate planning issues and business issues and cash flow issues and investing and insurance, but no one usually has a team to do that. So, we quarterback that team and either bring in our own partners to do that outside of our core competency or we deal with theirs.”

In this episode we will focus on why during rough times, you should stick with your plan and core business philosophies. We will also be evaluating how much risk you are taking as we get back near the highs and why you should understand your tax return and where the needle is moving. *Securities offered through SA Stone Wealth Management Inc. Member FINRA and SIPC Advisory Services offered through SA Stone Investment Advisors Inc. Recorded on 06/22/2023

  continue reading

170 episodes

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