Podcasts

“Leaving Your Business When, How & To Whom You Want, For The Money You Need.” R. J. Kelly & Max Bolka

Leaving Your Business When, How, and with Who, For The Money You Need Featuring: R. J. Kelly & Max Bolka On average, up to 80% of your wealth can be tied up in your business. And while that business may represent the culmination of your …
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“Why Not Pay Your Investment Manager Based Solely On Results?” Sal Capizzi & R. J. Kelly

“Why Not Pay Your Investment Manager Based Solely On Results?” Featuring: Sal Capizzi & R. J. Kelly Once you’ve cashed out of your business, why should you pay your Investment Manager when your account goes down? Doesn’t it seem more equitable to pay a fee …
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Building Value Before You Sell Or Transfer Your Business Featuring: R. J. Kelly & Howard Neiswender

Building Value Before You Sell Or Transfer Your Business Featuring: R. J. Kelly & Howard Neiswender Only about 25% of middle market businesses that go to market end up selling, leaving the remaining 75% without solid options for harvesting their wealth and ensuring continuity into …
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Keeping The Family (and Wealth) Together for Generations

The research is in and it’s not very heartening. Families and their wealth, on average, only last 3.1 generations from the time the wealth is created until the time the wealth is gone – and the family unit along with it. From a planning perspective, …
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Trying to Time the Market for Commercial Real Estate Is a Bad Idea. What Works Better Instead?

Did you know that trying to time the commercial real estate market is a bad idea? Learn about innovative ideas that have been helping San Diego investors grow their wealth, tips on commercial real estate loans and financing, and the best time to buy and …
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What You Don’t Know About EPLI and Wage & Hour Rules – Could Cost You Your Business!

As if business owners don’t already have too much on their plates … on today’s program we discuss two important issues: employment law, EPLI (Employment practices liability insurance), wages & Hours rules and commercial insurance. Ignorance of either one of these areas could even bring …
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Estate Planning for Blended Families – Prenups – Postnups – the Importance of Clear Communication

Now that we have your attention … we didn’t really talk about gun collections, but did cover the waterfront on estate planning for blended families, prenuptial & postnuptial agreements, and the importance of clear communication. As our three extraordinary professionals shared with us, the number …
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Success Is A State Of Mind!

Success Is A State Of Mind! Do you have the right attitude to achieve success in business? How would you like to reach your highest and most audacious business goals following six simple steps? Success comes with confidence and attitude, and to reach your goals …
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Will Your Business Survive “The Great Divide?”

Will Your Business Survive “The Great Divide” What is the “Great Divide?” Which states are presently emerging as “the winners” in our economy … and which are not? The US economy today – and especially the “Left Coast” – and most especially, the region of …
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Business Exit – Transition – Succession Planning … “Watcha Gonna Do?”

Business – Transition – Sucession Planning … “Watcha Gonna Do?” For every entrepreneur, at some point they need to come to grips with a very important question. That question is, “what happens to this business if I am killed, disabled, and especially, one day want …
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Is It Time To Reverse Thinking About “Reverse Mortgages?”

Is It Time To Reverse Thinking About “Reverse Mortgages?” Listen in why America’s single greatest asset, the equity in their homes, could make the difference between a comfortable retirement or one of just getting by. Also, will discuss how to use reverse mortgages to secure …
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