Welcome to the “Off the Wall” Podcast

The podcast redefining wealth for founders and high-earning execs. Let’s dive in!

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May 10, 2024Behavioral Investing
Recent Episode:
April 16, 2024Investing & Portfolio Strategies
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Are you a founder or business owner looking to exit your business? Do you want to better understand the exit process and the types of advisors you need on your exit team? You’re in the right place. This is Part 1 of our series; Business Exit Planning is a Team Sport. (Access Part 2 and Part 3 here.) In this discussion, Greg reframes exit planning in a whole new light, to illustrate how exit planning is just great business strategy.

Jun 12, 2023 Business Exit Planning

Want to support your child’s education, but don’t know where to start? Worried that contributing to your child’s college fund may impact building your retirement account? Saving for college can be nerve-wracking, but we promise this episode will make it less scary and more empowering.  In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs welcome Ann Garcia, aka The College Financial Lady.

Are you looking for clarity, conviction and unfiltered advice about your wealth?

You’ve come to the right place.

If you’re an entrepreneur who’s considering selling your business, tune in to gain valuable advice and insight into preparing for and going through the process. In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs welcome Kevin DeSanto, the Co-Founder, Managing Director, and Investment Banker at KippsDeSanto & Co.

Nov 10, 2022 Business Exit Planning

What's on the economic and political horizon? Bob Stein, Deputy Chief Economist at First Trust Advisors, joins the podcast to share what he thinks the future of the tech sector, trade wars, energy, banks and taxes will be. Bob also gives his predictions on what will happen in the upcoming congressional elections in 2022 and the presidential election in 2024. Follow Bob Stein on Twitter @BobStein_FT

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