Waldron Private Wealth: “Wealth Simplified” Podcast Episode 8

Wealth Simplified with Waldron Private Wealth

Our podcast, Wealth Simplified, aims to bring financial literacy and education to anyone who wants to learn. Whether you’re a first-generation wealth creator or a steward to multi-generational wealth, we want to make the complex simple and the vision clear.

On this month’s show, Samantha Spitzer CFP®, CDFA® and Ali Swart CFP®, MBA welcome Ashley Wagner of Tucker Arensberg to the podcast to discuss what business owners can do today to help maximize value when preparing to sell their business, what life may look like post sale, and all the emotions involved.

One thing that we haven’t even commented on yet is the emotion that is involved with seeing your balance sheet go from completely illiquid – all of your assets being tied up in a business to watching it go to liquid and watching it move every single day with the volatility of the markets. That can be really tough to get used to and tough to swallow so it’s something that’s better prepared for ahead of time and a good team will help you prepare for the emotions that are to come. “

To learn more about our podcast and listen to this month’s episode, please visit: https://offer.waldronprivatewealth.com/wealth-simplified

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About the Author

Andrew Feldmann is the Team Lead of Business Development for Waldron, leading the business development and marketing efforts to continue to support the company's growth.

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