My SBA Loan Pro Podcast

Many business owners focus on building wealth (accumulation) but neglect the crucial final phase: wealth distribution. In this podcast, expert wealth advisor Scott Chelberg, President of Retirement Solutions , dives deep into exit planning which is really just strategic planning for business owners who are nearing retirement.Learn the essential steps to maximize your business's value and ensure you have the income to support your ideal retirement lifestyle. Scott explains how to quarterback your financial team, coordinate your experts, and why you need to think about taxes now—including how your money will be taxed when it comes out of your investments.What you will learn:Why exit planning should start 5 years or more before you plan to sell.The difference between a typical investment advisor (accumulation) and a true wealth advisor (holistic planning and distribution).The 4 C's of value that drive a business's worth, beyond just the balance sheet.How to structure your income distribution into different 'silos' to manage risk and tax burden in retirement.Strategies for "Tired Ted"—the business owner who is near retirement but hasn't prepared.Don't wait until the last minute! Start planning for a successful exit and a secure, tax-efficient retirement today.If you liked this content, let's connect on social media:Instagram: ⁠⁠  / mysbapro  ⁠⁠Twitter: ⁠⁠  / mysbapro  ⁠⁠LinkedIn: ⁠⁠  / ryanpatryck  ⁠⁠Key Chapters:⁠00:00⁠ - Introduction⁠01:45⁠ - Attraction ⁠03:57⁠ - Ideal Client ⁠05:43⁠ - Value Gap ⁠07:12⁠ - Timing ⁠09:21⁠ - Unprepared ⁠12:44⁠ - Dream Client ⁠19:27⁠ - Taxation ⁠25:27⁠ - Foxes ⁠32:57⁠ - Four Cs ⁠3⁠⁠7:58⁠ - Second Opinion 40:34 - Success StoriesMore Subject Matter Experts Playlist⁠⁠  ⁠⁠⁠⁠ • Subject Matter Experts Face to Face Interv...  ⁠⁠⁠ More ThinkSBA Resources⁠⁠⁠https://calendly.com/thinksba⁠⁠ - Schedule Call⁠⁠https://g.page/thinksba⁠⁠ - Google Business Page & Reviews⁠⁠https://thinksba.com/faq⁠⁠ - Frequently Asked Questions⁠⁠https://mysbaloanpro.com⁠⁠⁠ - My SBA Loan Pro Podcast⁠⁠ ⁠⁠⁠⁠  / @thinksba  - ⁠⁠YouTube Channel

Show Notes

Many business owners focus on building wealth (accumulation) but neglect the crucial final phase: wealth distribution. In this podcast, expert wealth advisor Scott Chelberg, President of Retirement Solutions , dives deep into exit planning which is really just strategic planning for business owners who are nearing retirement.Learn the essential steps to maximize your business's value and ensure you have the income to support your ideal retirement lifestyle. Scott explains how to quarterback your financial team, coordinate your experts, and why you need to think about taxes now—including how your money will be taxed when it comes out of your investments.What you will learn:
  • Why exit planning should start 5 years or more before you plan to sell.
  • The difference between a typical investment advisor (accumulation) and a true wealth advisor (holistic planning and distribution).
  • The 4 C's of value that drive a business's worth, beyond just the balance sheet.
  • How to structure your income distribution into different 'silos' to manage risk and tax burden in retirement.
  • Strategies for "Tired Ted"—the business owner who is near retirement but hasn't prepared.
Don't wait until the last minute! Start planning for a successful exit and a secure, tax-efficient retirement today.
If you liked this content, let's connect on social media:

Instagram: ⁠⁠  / mysbapro  ⁠⁠
Twitter: ⁠⁠  / mysbapro  ⁠⁠
LinkedIn: ⁠⁠  / ryanpatryck  ⁠⁠

Key Chapters:
⁠00:00⁠ - Introduction
⁠01:45⁠ - Attraction 
⁠03:57⁠ - Ideal Client 
⁠05:43⁠ - Value Gap 
⁠07:12⁠ - Timing 
⁠09:21⁠ - Unprepared 
⁠12:44⁠ - Dream Client 
⁠19:27⁠ - Taxation 
⁠25:27⁠ - Foxes 
⁠32:57⁠ - Four Cs 
⁠3⁠⁠7:58⁠ - Second Opinion 
40:34 - Success Stories

More Subject Matter Experts Playlist⁠⁠  ⁠⁠
⁠⁠ • Subject Matter Experts Face to Face Interv...  ⁠⁠⁠ 

More ThinkSBA Resources
⁠⁠⁠https://calendly.com/thinksba⁠⁠ - Schedule Call
⁠⁠https://g.page/thinksba⁠⁠ - Google Business Page & Reviews
⁠⁠https://thinksba.com/faq⁠⁠ - Frequently Asked Questions
⁠⁠https://mysbaloanpro.com⁠⁠⁠ - My SBA Loan Pro Podcast⁠⁠ ⁠⁠
⁠⁠  / @thinksba  - ⁠⁠YouTube Channel

What is My SBA Loan Pro Podcast?

Applying for an SBA loan can be stressful , grueling and confusing — does this sound familiar? Don’t worry, SBA Pro and Host of the My SBA Loan Pro podcast Ryan Smith, reveals valuable insights and best practices regarding the SBA loan program and application process. Don’t take another step on your SBA journey until your equipped to make sound and informed decisions at every turn. Start listening today!