Jun 24, 2021
Dave Lowell is a different breed of a Financial Planner. He helps you design your financial plan around your lifestyle AND NOT the other way around.
You want to build an awesome business while living an awesome life.
We dive into…
- Talking finances
- Talking what your end game is, ideal lifestyle
- Why you do certain things
- Talking money with your spouse
Episode Resources - Connect with Ryan Condie
- http://linkedin.com/in/ryancondie
- http://letsbuyabusiness.com/
- https://forms.gle/RRcXpe3dK7pNGqv16
- Dave on LinkedIn - https://www.linkedin.com/in/thedavelowell/
- Case Study - https://www.upyourmoneygame.net/case-study
- Sponsor -
Live Oak Bank is a seasoned SMB lender providing SBA and conventional financing for search funds, independent sponsors, private equity firms, and individuals looking to acquire lower middle market companies. www.liveoakbank.com - Lisa Forrest - Lisa.forrest@liveoak.bank
- Stay Up to Date Newsletter: http://letsbuyabusiness.com/newsletter
- 10 Step Video series to Finding a Company to Buy - http://letsbuyabusiness.com/video
- Dave Lowell - dave@davelowell.co