Expert Advice on Safeguarding Your Wealth with Host, Eric Miller & Guests: Brad Fincher & Halsey Schreier

The Financial Beast Podcast for Practice Owners

Feb 22 2024 • 45 mins

Are you planning to sell your business? In this episode of the Financial Beast podcast, host Eric Miller is joined by Brad Fincher and Halsey Schreier from CIBC Private Wealth to discuss the importance of planning for your financial future after selling your business. They highlight common mistakes made by business owners when they come into a large sum of money and provide valuable insights on how to protect and grow your wealth. Topics covered include pre-planning for the sale, the importance of having a trusted team of professionals, legacy planning, risk management, alternative investments, and the potential impact of changes in tax laws. Don't miss this episode if you want to make the most of your business sale and secure your financial future.