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
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Caring for aging parents involves so many details, from medical and financial decisions to legal, long-term care, and end-of-life wishes. Statistics show there’s a clear disconnect between parents and children around these decisions, so it’s important to start talking about this with your parents early. We hope this episode makes it easier and less stressful for you to navigate the process.

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

You’ve come to the right place.

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

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