Passing Down Values in the Family Business, with Anthony Chen, Host of Family Business Radio Family Business Radio host Anthony Chen references a poignant scene from the movie Inception to underscore the significance of sustaining and passing down family values in the business. Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten […]

Thinking Beyond the Leisure of Retirement, with Anthony Chen, Host of Family Business Radio Family Business Radio host Anthony Chen urges us to think beyond the leisure of retirement and make a broad, well-conceived plan. Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network. Transcript As we’re winding […]

Family or Finance?, with Anthony Chen, Host of Family Business Radio When you have a choice between family or finance, there’s not really a choice, says host Anthony Chen. Family always comes first. Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network. Transcript As we’re closing out with […]

Finding Financial Happiness as a Couple, with Anthony Chen, Host of Family Business Radio In this commentary from a recent Family Business Radio episode, host Anthony Chen underscores that beyond monetary concerns, understanding what constitutes happiness for couples is crucial. Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial […]

One Essential Question for Your Advisor, with Anthony Chen, Host of Family Business Radio In this commentary from a recent Family Business Radio episode, host Anthony Chen shares one essential question you need to ask of any advisor you’re considering working with. Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony […]

The Best Advice I Ever Received, with Anthony Chen, Host of Family Business Radio In this commentary from a recent Family Business Radio episode, host Anthony Chen shares the best advice he ever received. Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network. Transcript The most thankful advice […]

Being Charitable and Profitable at the Same Time, with Jason Etheridge, Logic Speak (One Minute Interview, Episode 129) Jason Etheridge: I do think it’s possible to be both charitable and profitable. But you have to decide that first. You can’t be profitable first and then decide to be charitable. Because we all know the more we [...]

The Fundamental Breakdown Between Sales and Marketing, with Sean Shannon, Strategic Growth Design (One Minute Interview, Episode 128) Sean Shannon: The fundamental breakdown between sales and marketing, as I have seen it in my time, is an understanding of the ideal customer profile. In other words, marketing oftentimes is providing leads to the sales team that [...]

Meaning Behind the Dollars, with Anthony Chen, Host of Family Business Radio In this commentary from a recent Family Business Radio episode, host Anthony Chen discusses the meaning behind the dollars. Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network. Transcript Anthony Chen: So to close out for a […]

What Do After Loss Professionals Do?, with Rachel Donnelly, AfterLight Rachel Donnelly: One of the things that people have to do when they become an executor is put together the process of how they’re going to attack it. And we come in and help them to really get organized, do an audit and inventory of [...]

The Current State of the M&A Market, with Don Bravaldo, Bravaldo Capital Advisors Don Bravaldo: When it costs more to buy a business, the M&A activity will slow, especially for larger transactions, which involve a lot more debt and banks being more cautious or less willing to lend into those markets. Thankfully, our marketplace of a [...]

Smart Risk Taking, with Anthony Chen, Host of Family Business Radio In a commentary from a recent Family Business Radio episode, host Anthony Chen discusses smart risk taking for major financial decisions. Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network. Transcript Anthony Chen: Now, for closing out the show, […]

The Quickest Way An Employer Can Build Trust, with Wendy Patel, HR Solutions Atlanta Wendy Patel: One of the quickest ways that a business owner can show trust is to admit their mistake, admit that they don’t have all the answers. They, simply can say, Hey guys, I messed up yesterday when we did this [...]

Strategic Planning for a Successful Business Exit, with Andrew Henry, Childs Company Andrew Henry: You obviously have the time between now and exit and then the time post-exit. Asset diversification is one of the things we talk about. Tax strategies. Again, not a practicing CPA, but I still hold on to it. So no, it’s [...]

Challenges in Exiting a Business, with Peter Faser, The Profitability Coach Peter Faser: I think, the first challenge you always run into is valuation expectations. Having a good understanding of what recent trades are in a specific industry is vital to understanding what your company is worth. I think a tendency of business owners, because [...]

What is a Life Fully Lived?, with Anthony Chen, Host of Family Business Radio In a commentary from a recent Family Business Radio episode, host Anthony Chen discusses a question you should ask yourself as you ponder your financial future: What is a life fully lived? Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is […]

Don’t Be Afraid to Ask for Help, with Anthony Chen, Host of Family Business Radio In a commentary from a recent Family Business Radio episode, host Anthony Chen discusses why it’s vital to not be afraid to ask for help as you plan your financial journey. Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is […]

Finding Advocates in Your Financial Journey, with Anthony Chen, Host of Family Business Radio In a commentary from a recent Family Business Radio episode, host Anthony Chen discusses the importance of not being afraid to take risks and finding advocates in the financial journey. Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony […]

Tax Planning vs. “Tax Telling,” with Seth Peabody, iTxRe Seth Peabody: Let’s step into the business owner’s mind and go through their experience and what I’ve garnered from them, also being an entrepreneur. Most CPAs do tax telling. They take your numbers, and they tell you what you owe, and you write the checks, and then [...]

Knowing Where You’re Going in Retirement, with Toby Anderson, SGL Wealth Management Toby Anderson: The old saying, if you don’t know where you’re going to get there, and everyone’s got goals. Those goals, as with anything–you need to write them down. And you need to know how you’re going to get there. Everybody has a goal [...]