Artwork for podcast Missional Money Podcast
Succession Planning for Business Owners, Financial Advisors, and Investors
Episode 26 • 29th May 2024 • Missional Money Podcast • Jim Munchbach
00:00:00 00:26:54

Share Episode

Shownotes

Succession Planning for Business Owners, Investors, and Financial Advisors

Succession Planning: 7 Critical Steps

Succession planning is a critical process that impacts both investors and their investment advisors. Understanding this process ensures that clients' financial interests are protected and that advisors can smoothly transition their businesses when necessary. Here’s a guide to help you and your investment advisor navigate this important journey together.

Watch it on YouTube!

Chapters

Video

More from YouTube

More Episodes
26. Succession Planning for Business Owners, Financial Advisors, and Investors
00:26:54
25. Purpose-Centered Financial Planning and Executive Life Coaching for Women of Wealth, Business Leaders, and Financial Planning Professionals
00:35:30
24. Day 7 of 30 Days to Make Your Money Count - Powered by Purpose
00:40:18
23. Meet The Millionaire Next Door
00:10:00
22. 30 Days to Make Your Money Count
00:06:18
21. Amazon Employee Investment Strategies
00:06:21
20. What is a Fiduciary?
00:34:10
19. Getting Started on your Financial Planning Journey
00:19:19
18. 30 Days to Make Your Money Count - coming soon
00:21:40
17. Missional Money Membership $24.95 per Month
00:17:14
16. What's On Your Bucket List?
00:26:10
15. Jim Munchbach LIVE on Telegram: Unlocking the Power of Funny Communication
00:07:24
14. AI Mania and What Could Possibly Go Wrong Investing in Artificial Intelligence Today
00:21:12
13. Asking for Donations for Christian Missionaries
00:31:05
12. SVB Bank Crisis Your Next Steps
00:21:32
11. bonus Jim Munchbach Contact Page
00:07:20
10. About Money Study Group and Missional Money Financial Planning (Online Courses)
00:23:46
9. Investment Scams, Mr. Cartoon Head, LJ Jones Interview Tease
00:11:38
8. QuickStart Financial Planning and SALTY Advisor Podcast
00:26:20
7. ETF Investing for Better Results
00:10:08
6. Happy Independence Day; 5 Cash Flow Planning Guides; Download All Five Checklists
00:12:54
5. Options Trading, Covered Calls, Naked Puts, Managing Risk, Creating Income
00:22:48
4. Credit Crush; The Most Important Screenshot; Debt Payment Strategies
00:07:59
3. Do You Have a Will; Gap Analysis; Update Your Plan; Its Like Netflix; Save $500
00:01:26
2. BayRock and RightCapital; How to Setup Your Financial Plan
00:16:38
1. Special Edition for Students of Personal Finance UH Summer
00:32:58
bonus Sound Blooper from Livestream June 10, 2022
00:03:41
trailer Season Two What is a Financial Plan?
00:01:55
12. Special Offer $500 SetUp Fee Waived for Listeners of Missional Money Podcast
00:14:15
11. RightCapital Financial Planning Tool for Smarter Strategies and Better Results
00:07:00
trailer Meet Mr Cartoon Head
00:05:18
10. 3 Charts for People Who Hate Losing Money
00:07:58
9. Friday the 13th, Tesla Structured Note, Market Risk
00:17:19
8. DIY Investor Blueprint for Volatile Markets; Get Your Risk Number; Update Your Plan!
00:06:41
7. 4 Ways to Offset Higher Gas Prices; Bear Market Strategy; Make Your Money Count FREE Copy
00:14:37
6. Roth IRA Deadline; Missional Money Podcast Trailer; How to Setup Roth IRA in 5 Minutes
00:15:15
trailer Missional Money Podcast
00:01:25
5. Make Your Money Count; Clarifying Your Vision and Purpose; The Blueprint for Financial Success; Small Steps; Big Payoffs
00:38:33
4. Market Crash History Lesson; First Market Crash; First Credit Crisis; Market Crash Highlights
00:32:43
3. Next Market Correction; CASH FLOW ISSUES; TAX PLANNING ISSUES; Investment Planning; Let's Make a Plan
00:15:53
2. Online Course; Personal Finance; BayRock Clients; UH Faculty; Bauer College; How to Subscribe
00:21:23
1. How to Invest in a Super Bubble; 3 Things to Know; RiskAlyze Your Portfolio; Market Outlook
00:30:27