The Real Business Podcast
Business owners and entrepreneurs: This is YOUR podcast, focused on the challenges you face growing, sustaining, and ultimately exiting your business on YOUR terms. In each episode, host Brian Trzcinski welcomes experts who offer practical insights and guidance on how to coordinate your business goals with your personal financial needs.
The Real Business Podcast
Let's Meet at the Intersection of Business and Personal Planning
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MassMutual
In this epidode, Brian Trzcinski is joined by fellow CEPA and financial planning consultant Jarrod DeSantis of MassMutual to discuss the role the business plays in an owner's personal planning picture. They discuss the three "gaps" all business owners should know--their profit, value and wealth gaps--as well as how planning for the business today can impact an owner's financial outlook in the future.