Sedona Arizona

Blog

Latest Posts

Six Common Exit Strategy and Business Monetization Options

Image of a business owner standing in their office, staring thoughtfully out a large window.

The thought of planning an exit strategy or monetizing your business can feel overwhelming or something too far down the road to think about. But, being proactive about guiding the direction of your business is crucial for any business... Continue Reading

Estate Planning Adjustments To Consider before 2026

Image of our free checklist: What Issues Should I Consider Before and After the TCJA Sunset Occurs?

With potential changes to tax laws coming in 2026, now is the perfect time to revisit your estate planning strategies. The Tax Cuts and Jobs Act of 2017 (TCJA) increased the federal estate tax exemption to $13.61 million per... Continue Reading

Maybe Cash Isn't Trash... This Time

100 dollar bills and and various coins spilling out of treasure chest

Ever the heard the phrase "cash is trash"? For years that has been the case, certainly since the 2008/2009 time frame when interest rates were too low to pay a cash yield. For the past year or so, this... Continue Reading

Why EBITDA matters for your business

Cover art for episode 37 of the Financial Purpose Podcast, How to Use your EBITDA to drive your business

If you’re running a business, you’ve probably come across the term EBITDA. Understanding this metric can be incredibly useful, providing insights into your company’s operating performance and helping to shape your strategic decisions. EBITDA: What It Is and Why... Continue Reading

What Happens to Your Business When You Die?

image of a buy-sell agreement document on an office desk

Let’s deal with an uncomfortable question: What happens to your business when you die? The thought of death is unsettling - it’s the great unknown of this life. Because no one really wants to deal with their own mortality,... Continue Reading

Bitcoin ETFs: A Guide for Investors

Mousetrap and bitcoin coin. Cryptocurrency is still a tricky asset class for many investors.

Bitcoin ETFs are officially available on US listed exchanges. This is a significant development in crypto trading. These ETFs providing greater access to the volatile yet potentially rewarding world of cryptocurrencies, particularly Bitcoin. As with any investment, careful consideration... Continue Reading

$33 Trillion and uncertainty

Cover art for episode 32 of the Financial Purpose Podcast, $33 Trillion and uncertainty.

Signs of economic uncertainty are showing up in more places throughout the BIG economy, which impacts the LOCAL economy that you and I intersect every day. From home prices to mortgage rates, car prices to auto loan rates, inflation... Continue Reading

About investment minimums...

Investment minimums are an old-school way for advisors to filter out prospective clients. Advisory firms and their advisors set investment minimums as a way to target growth of assets under management (AUM) and revenue per client. In fact, advisors... Continue Reading

Working ON vs IN your business

Cover for Episode 30 of The Financial Purpose Podcast, Working ON vs IN your business by maximizing your Operations engine, featuring Kendi Brown of Coati Consulting

Many business owners start their businesses because they see a need they can solve, they’re tired of being paid less than their true value, and they want to work for themselves rather than someone else. One day you wake... Continue Reading

How to get your business house in order

Cover for Episode 30 of The Financial Purpose Podcast, How to Get Your Business House in Order, featuring Paloma Goggins of Nocturnal Legal

Do you need to get your business house in order? In this episode of The Financial Purpose Podcast, I talk with Paloma Goggins, Corporate and M&A Attorney and founder of Nocturnal Legal. Listen for our discussion what business owners... Continue Reading

The National Association of Personal Financial Advisors
The Society of Advice

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Policy.