Weekly insights on exit planning, wealth stewardship, and building something that lasts.
Most of us spend decades building wealth and almost no time deciding what it is for. This week’s decision: one cause for your money to serve.
Exit planning starts with personal planning. Scott Snider of the Exit Planning Institute on the wealth gap, the four C’s, and getting ready before you sell.
Your money mindset started long before your first paycheck. Dr. Mary Bell Carlson on money scripts, financial behavior, and how you relate to money.
Retirement planning starts with what you want, not the technical details. Roger Whitney shares a four-pillar framework for business owners planning for retirement.
Teaching kids about money starts small. The allowance, saving and spending lessons my dad Shawn taught me, and what they mean for family wealth.
RJ Finley joined Collin Bass on Reeling It In to talk about why most people have values, not financial goals, and the five key decisions that align money with what matters.
Darren’s financial plan said he would be fine, and he didn’t believe it. What a plan can’t tell you, and why more money rarely settles the feeling.
When you think about your money, what do you feel? Why so many people who have done everything right still carry a constant hum of worry, and a better question to ask.
Most of David's net worth ended up in a single stock after the acquisition. Why selling feels like betrayal, and three ways to unwind a concentrated position.
Mark sold after 25 years. Three months later he called and said he did not feel free. The chapter nobody plans for, and the question worth asking before the wire hits.
People seek significance. Not always consciously, but it's there. And one of the things people really fear when they retire or leave a business is losing it.
Brian Smith tried to quit. Multiple times. He literally could not go out of business. Every time he was ready to walk away from UGG, the phone would ring.
Your financial plan should be specific to your family. There are five key decisions you've got to make to transform your wealth to significance. Let me tell you about Ken.
I've seen families torn apart by succession. I've also seen it done beautifully. The difference almost always comes down to one thing: did the next generation earn their seat?
There was a bakery near our office in Fort Worth. Best cookies in town. Packed every day. Then the owner just closed. She had something incredibly valuable, and she walked away from it.
Most family businesses plan the transfer but skip the conversation that matters. Here’s what legacy actually looks like across generations.
Trust isn’t a fraud prevention strategy. Dr. Kelly Richmond Pope explains why even the best company cultures need policies, and what business owners miss.
Every big decision has a love component and a money component. Abby Davisson explains how couples can make better financial decisions together.
Guy Kawasaki says if you’re not saying the opposite of your competitors, you’re not saying anything different. The opposite test and other lessons for business owners.
Most wealthy people never move past checkbook giving. Here is why finding meaning in your money unlocks better philanthropy and deeper fulfillment.
A business gets valued the same way a home does. Not on what it means to you, but on how well it works for the person buying it. Three things that drive the number.
Founders pour everything into the financial side of a sale. The person in the middle gets left out. Three things to walk through before you step away.
You ever talk to someone who’s actually planted a vineyard? The thing that can be frustrating is the waiting. Your money works the exact same way.
I was 26 years old, advising families with $25 million or more, at the most prestigious private bank in the world. I left because we were managing their money but not their decisions.
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Get Both Books FreeAnd less than you hope. Every business owner I work with has a number in their head. Almost none of them have had it validated. Here's why that gap is dangerous.
Your son works in the business. He's been there nine years. He's never once asked you what happens when you're done. Not because he doesn't care. Because he's terrified of the answer.
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