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Content provided by Mike Cavaggioni. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Cavaggioni 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.
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266. Mastering Financial Planning and Exit Strategies with Chad Olivier
Manage episode 437453238 series 3255831
Content provided by Mike Cavaggioni. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Cavaggioni 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.
Join us on Average Joe Finances as our guest Chad Olivier shares his extensive experience and knowledge in financial planning since 1996. Chad discusses his journey from selling tax-free bonds to founding the Olivier Group in 2002, where he now specializes in individual investments and certified exit planning for small business owners.
In this episode:
- Grasp the significance of evolving from a specialized financial service, like selling tax-free bonds, to establishing a comprehensive financial planning firm.
- Recognize the critical role of exit planning as an essential component of a business owner's financial strategy, ensuring maximum value extraction.
- Comprehend the importance of maintaining a business as a separate entity from personal finances to create a sellable asset.
- Realize the necessity of prudent debt management and the delicate balance between scaling and stabilizing a business.
- And so much more!
Key Moments:
00:01:07 Meet Chad Olivier: Financial Planning Expert
00:02:41 Chad's Journey into Financial Services
00:03:23 The Niche of Exit Planning
00:06:55 Building a Successful Financial Firm
00:11:17 Mentorship and Continuous Learning
00:16:00 Challenges and Advice for Business Owners
00:20:15 The Evolution of Financial Planning
00:22:19 The Role of AI in Wealth Management
00:24:14 The Importance of Expert Advice
00:25:59 Building a Legacy: Strategies for Business Owners
00:28:08 The Challenges of Running a Business
00:30:03 Final Round: Lessons and Tips
00:36:14 Recommended Books and Podcasts
00:38:10 Closing Remarks and Contact Information
Find Chad Olivier on:
Website: www.oliviergroup.com
Facebook: www.facebook.com/theoliviergroup/
X: https://x.com/TheOlivierGroup
LinkedIn: www.linkedin.com/in/chad-olivier-70b29621/
Average Joe Finances®
All of our social media links and more: https://averagejoefinances.com/links
About Mike: https://mikecavaggioni.com
About Tawnya: https://www.themoneylifecoach.com/
Show Notes add-on continued here: https://averagejoefinances.com/show-notes/
*DISCLAIMER* https://averagejoefinances.com/disclaimer
See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes
272 episodes
Share
Manage episode 437453238 series 3255831
Content provided by Mike Cavaggioni. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Cavaggioni 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.
Join us on Average Joe Finances as our guest Chad Olivier shares his extensive experience and knowledge in financial planning since 1996. Chad discusses his journey from selling tax-free bonds to founding the Olivier Group in 2002, where he now specializes in individual investments and certified exit planning for small business owners.
In this episode:
- Grasp the significance of evolving from a specialized financial service, like selling tax-free bonds, to establishing a comprehensive financial planning firm.
- Recognize the critical role of exit planning as an essential component of a business owner's financial strategy, ensuring maximum value extraction.
- Comprehend the importance of maintaining a business as a separate entity from personal finances to create a sellable asset.
- Realize the necessity of prudent debt management and the delicate balance between scaling and stabilizing a business.
- And so much more!
Key Moments:
00:01:07 Meet Chad Olivier: Financial Planning Expert
00:02:41 Chad's Journey into Financial Services
00:03:23 The Niche of Exit Planning
00:06:55 Building a Successful Financial Firm
00:11:17 Mentorship and Continuous Learning
00:16:00 Challenges and Advice for Business Owners
00:20:15 The Evolution of Financial Planning
00:22:19 The Role of AI in Wealth Management
00:24:14 The Importance of Expert Advice
00:25:59 Building a Legacy: Strategies for Business Owners
00:28:08 The Challenges of Running a Business
00:30:03 Final Round: Lessons and Tips
00:36:14 Recommended Books and Podcasts
00:38:10 Closing Remarks and Contact Information
Find Chad Olivier on:
Website: www.oliviergroup.com
Facebook: www.facebook.com/theoliviergroup/
X: https://x.com/TheOlivierGroup
LinkedIn: www.linkedin.com/in/chad-olivier-70b29621/
Average Joe Finances®
All of our social media links and more: https://averagejoefinances.com/links
About Mike: https://mikecavaggioni.com
About Tawnya: https://www.themoneylifecoach.com/
Show Notes add-on continued here: https://averagejoefinances.com/show-notes/
*DISCLAIMER* https://averagejoefinances.com/disclaimer
See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes
272 episodes
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Similar to Average Joe Finances
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Listen to how ordinary people built extraordinary wealth - and how you can too. You’ll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, George Kamel, Jade Warshaw, and Dr. John Delony.
…
continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
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continue reading
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