Episode 16

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Published on:

23rd Aug 2022

Optimizing Your Financial World - Episode 16 (Entrepreneurs: Here's Why You Need an Estate Plan)

If you are like many business owners, you’re looking out for more than just the financial health of your company. You also want to take care of your family and loved ones by providing for them and setting them up for rewarding lives of their own.

In the latest installment of Optimizing Your Financial World, we're exploring how proactive estate planning can help you pursue those goals.

Sit back, relax, and enjoy another thought-provoking conversation!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:40 - The role estate planning has within the life of an entrepreneur

3:01 - Are business owners taking the necessary steps to get an estate plan in order?

6:14 - Many business owners allow their estate plans to become outdated

8:44 - What entrepreneurs should be considering if their plan is outdated

10:36 - How implementation of an estate plan works

12:43 - The mistakes to avoid within estate planning measures

14:18 - How you can get in touch with Mark and his team

15:15 - Closing remarks

Connect with Mark Wade:

Website

LinkedIn

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About the Podcast

Optimizing Your Financial World
It's about how much you get to keep!
Welcome to Optimizing Your Financial World, where we tackle an array of financial strategies and wealth management topics to help better position you, your family, or your business for a better future.

Each episode features Mark Wade, President of Echelon Family Office, who brings over four decades worth of experience in wealth management and investment planning to the show. Mark regularly works with affluent families and entrepreneurs to help better position their portfolios given their personal and professional goals.

Listen as Mark explores a new financial topic each episode and offers guidance on navigating these complex circumstances. At the end of the day, it's not about how many assets you have or how much income you create, it's about how much you get to keep!

So sit back, relax, and allow Mark to shed some light on countless financial strategies and his methodologies for helping four decades worth of clients optimize their financial world.