Episode 22 – Executive Coaching with Joseph King Barkley

https://youtu.be/K31fv4roO14 Unlock your potential with Executive Coaching in Episode 21 of Building Wealthy Habits featuring Joseph King Barkley. Gain insights into leadership, strategy, and personal growth with expert guidance. Tune in now! In part one of this two part series, we are joined by our favorite executive coach, Joseph King Barkley to discuss the impact … Watch

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Episode 21 – Core Elements of an Estate Plan

https://youtu.be/hGcZjim9LHc In this episode we discuss core elements of an estate plan and the power of trusts and good legal advice. Learn more! This episode of Building Wealthy Habits focuses on the importance of trust in business and personal relationships. We dig into the topics of wills, trusts, and estate planning, highlighting the need to … Watch

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What is Wealth Management for Business Owners?

Wealth management for business owners encompasses a comprehensive suite of services designed to manage the personal and business finances of entrepreneurs and business proprietors. It involves a holistic approach to financial planning, including investment management, tax planning, estate planning, risk management, and sometimes, succession planning. The aim is to protect, grow, and efficiently transfer wealth … Read

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Episode 12 – Planning for Physicians

https://www.youtube.com/watch?v=0nbIDgK-xS4 In this episode we discuss financial planning strategies for physicians. It starts by exploring retirement planning, taxes, debt management, and structuring income for high-earning doctors. In this episode we discuss financial planning strategies for physicians. It starts by exploring retirement planning, taxes, debt management, and structuring income for high-earning doctors. We emphasize the importance … Watch

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Succession Planning, Part 1 – Building Wealthy Habits

https://youtu.be/ZkmjhcxYPnE In this episode of Building Wealthy Habits, the crew dives into part one of a two part succession planning series. Enjoy! In this episode of Building Wealthy Habits, Randy and Jeremiah discuss the importance of succession planning for business owners, sharing stories of clients who lacked plans and struggled with unexpected transitions. They explore … Watch

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