At some point, you’re going to have some tough decisions to make about your future. We’re not invincible and nobody lives forever. It’s better to have a plan in your 30s or 40s than to be blindsided and scrambling at 65. You will have to sell or pass on your business someday. You will reach…
EPISODE SUMMARY Marek Omilian is the Managing Director at Value Prism Consulting, a professional services company based out of Seattle, Washington that values company’s assets and does business case consulting. Marek has been in this field of work for over 25 years and in part two of this two part interview, we talk about the…
Now that you’re on the journey of saving for that dream lifestyle, it’s time to accept that your relationship with money is different than it was when you were hustling to grow the business. We’ve gone down the road of separating business spending from personal spending, but now it’s time to realize that the way…
EPISODE SUMMARY Marek Omilian is the Managing Director at Value Prism Consulting, a professional services company based out of Seattle, Washington that values companies assets and does business case consulting. Marek has been in this field of work for over 25 years and in part one of this two part interview, we talk about valuations…
EPISODE SUMMARY Kari Granger teaches leadership around the globe and consults with executives and organizations on performance. She has a Masters Degree in Leadership and taught leadership at the Airforce Academy. In 2005 she took on a leadership role in Iraq where she helped turn around an ineffective culture in record time and set mission…
Have you ever considered what it would be like to be considered “rich”? Don’t be fooled by those who appear rich. All too often, those you see as rich are not balance sheet wealthy, or to put it plainly, they’re broke. Watch the video below that demonstrates why, in some cases, $22.5 million dollars may…
This might sound laughable, but far too many entrepreneurs and business leaders have no idea how to spend money. Here’s what I mean: you’re used to spending large amounts on your business, signing off on international flights and new equipment for your staff. Four digits, five digits, six digits … so long as it’s helping…
EPISODE SUMMARY In this episode I sit down with Cory Shepherd, author of, Cape Not Required, and President of Sound Financial Group to talk about the importance of the different ways to protect yourself and your assets in the event of an unforeseen life changing event. For more information visit: cape.sfgwa.com WHAT WAS COVERED TWEETABLES…
Here is part 7 in our Basics of Finance Video Series on Rebalancing Your Portfolio. Why would you need to rebalance your portfolio? Is risk tolerance a consideration? How should you set up your asset allocation model? Sound Financial Group President (now CEO) Paul Adams shares the answers to some frequently asked questions about rebalancing your…
Once you’ve taken stock in what it takes to get to your dream lifestyle, you need to take account of your own personal strengths and weaknesses. You’ve gotten to where you are by emphasizing your strengths, often glossing over your weaknesses. If you’re finally ready to accept the fact that you do not know everything,…
