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Sep 30, 2022

I went to breakfast and lunch the same day with 4 entrepreneurs. 2 for breakfast. 2 for lunch. Success was different for each one but I deem them all successful in the home, with their families, and of course with their businesses.

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Sep 20, 2022

Dave Lowell is fantastic. He’s not your parents’ financial planner where there is no fun till you hit 65. Dave is a financial planner that wants you to have fun too.

We dive into...

  • W2 to Business Owners' Success
  • What HNW earners do
  • Building your Financial Foundation
  • Conversations with your Spouse
  • Capital position...

Sep 16, 2022

After speaking with 12 listeners last week, the most common problem I'm seeing is a lack of focus and no specific criteria.

This is a rerun with some updates from my #2 episode. Most of my criteria are the same except for size and business history.

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Sep 8, 2022

Lewis and I dive into an interesting service company we found with some awesome attributes. We focus on areas of due diligence too.

Here is the listing: 

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