Random Retirment Podcasts

  • Holistic Finance
  • McIntire Retirement Services Game Plan For Retirement
  • Find Your Exit – Exit Planning Strategies for Business Owners
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  • Coming Up

    Holistic Finance

    Holistic Finance

    by

    Since Aug 14, 2019 16:31 UTC

    Thank you for tuning into Holistic Finance. Where we promote financial balance and financial health. Our mission is to simplify your finances so you can focus on your practice and enjoy life. Your hosts, Ryan Burklo and Alex Collins are financial advisors based out of Seattle, Washington. These podcasts are for informational purposes only and are not to be construed as tax, legal or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual sources can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian or Quantified Financial Partners and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal, or accounting professionals regarding your individual situation. Ryan and Alex are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). OSJ: 3583 Maple St #140 Ventura, CA 909-399-1100. Securities products and advisory services offered through PAS member FINRA, SIPC. Financial Representatives of The Guardian Life Insurance Company of America (Guardian)

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    Find Your Exit – Exit Planning Strategies for Business Owners

    Find Your Exit – Exit Planning Strategies for Business Owners

    by

    Since Sep 12, 2019 14:38 UTC

    Find Your Exit is a podcast about how to successfully exit your business. In this show, you will be given tools and insight and hear triumphant stories from industry experts and entrepreneurs who have built sustainable, scalable, and profitable businesses, worthy of an exit. Join award-winning Certified Exit Planning Advisor, Mark Kravietz, as he and his guests cover critical topics, including how to get started, when to sell, getting your company ready for a sale, determining business valuation, overcoming roadblocks, exit options (such as an IPO or acquisition), life after sale and a whole lot more! Find Your Exit uncovers the secrets to building a business that delivers real value and will help you lead your company to a successful exit.

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