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You’re an owner of a growing business. Between family, your career, and your other passions you don’t feel like you have the time or energy to focus on your own financial plan.
You may not even know where to start.
You have no idea when you can make work optional.
Our new guide breaks down the 7 steps you should be taking to help plan for your financial future.
This guide, 7 financial planning steps every business owner should take, is great for anyone who wants a clear vision of where they stand and when they can make work optional.
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5 Ways To Sell Your Business
January 30, 2023
Many business owners want to eventually cash out some or all the equity in their...
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How simplicity can help you and your business
January 24, 2023
Let’s talk about a concept that has been on my mind a lot lately:...
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Rich Vs. Wealthy
January 16, 2023
“Rich is about how much you make. Wealthy is about how much you keep, how...
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Systems And Habits
January 10, 2023
Let’s define what we mean by systems and habits. Simply put, a system is a...
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More Than Money
January 3, 2023
When you hear the term financial advisor or financial planner, what’s the first thing...
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Staying Focused Like Buffett
December 27, 2022
What an investor needs is the ability to correctly evaluate selected businesses. Note that word ‘selected’: You don’t have...
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Should a Trust Be Part of Your Estate Plan?
December 20, 2022
Trusts used to be seen as an estate planning tool for only the very wealthy,...
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Fear, Greed & Going Broke
December 13, 2022
One of the most important things that you can do to help you realize...
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Real estate, How having the right strategy can maximize your business growth and profitability
December 9, 2022
In this week’s Bridge to Wealth, we’re welcoming Mark Brodson, President and Managing...
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Create your own financial rules. Live the life you love!
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