Episodes

Business continuity planning is more than preparing for disasters. It can strengthen your company and increase its long term value. Learn how planning ahead builds resilience, credibility and confidence for employees, customers and future buyers. EP WEALTH ADVISORS: EP Wealth Advisors, LLC ("EP Wealth") is a leading independent registered investment adviser ("RIA") on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment po...

A financial plan only works if you continue to follow it. Explore how accountability, objective guidance and long term perspective can help business owners stay focused on what matters most and make better decisions over time. EP WEALTH ADVISORS: EP Wealth Advisors, LLC ("EP Wealth") is a leading independent registered investment adviser ("RIA") on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment portfolios, and integr...

As your business grows, your financial strategy should evolve with it. Learn why tax planning, estate planning, insurance, budgeting and long term wealth strategies all need regular attention as your business matures. EP WEALTH ADVISORS: EP Wealth Advisors, LLC ("EP Wealth") is a leading independent registered investment adviser ("RIA") on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment portfolios, and integrated tax ...

Every dollar your business earns requires a decision. Learn how the Three Rs, Reinvest, Reward and Repurpose, provide a simple framework for balancing business growth with personal wealth creation and long term financial independence. EP WEALTH ADVISORS: EP Wealth Advisors, LLC ("EP Wealth") is a leading independent registered investment adviser ("RIA") on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment portfolios, an...

Many business owners unintentionally limit their long term wealth by delaying exit planning, relying too heavily on their business for financial security and overlooking the importance of liquidity. Discover practical ways to build flexibility and resilience before unexpected challenges arise. EP WEALTH ADVISORS: EP Wealth Advisors, LLC ("EP Wealth") is a leading independent registered investment adviser ("RIA") on a mission to provide clients with honest and objective advice through personali...

Your business and personal wealth plan should work together, not compete with each other. Learn how defining a personal "North Star" can help guide business decisions, clarify long term priorities and build toward lasting financial independence. EP WEALTH ADVISORS: EP Wealth Advisors, LLC ("EP Wealth") is a leading independent registered investment adviser ("RIA") on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment por...

Life after divorce can bring uncertainty about how to adjust financially and create a sustainable path forward. This episode explores budgeting for a single household, managing investments and taxes, building a reliable income strategy, updating estate plans and insurance, and staying on top of important financial decisions and post-divorce details.

Gray divorce can bring a distinct set of financial and family considerations for couples approaching or already in retirement. This episode explores retirement income, housing, health insurance, Social Security, taxes and insurance planning, along with ways to navigate divorce while preserving important family relationships.

Divorce laws and financial outcomes can vary significantly depending on where you live and the circumstances of your marriage. This episode explores the basics of property division, spousal and child support, how to build the right professional team and what financial information to gather so you can make informed decisions throughout the process.

Divorce comes with many misconceptions about attorneys, spousal support and what life should look like after a marriage ends. This episode explores common divorce myths, how to choose the right legal support, what to understand about spousal support and why the right team of legal, financial and emotional professionals matters.

Divorce can feel disorienting, especially when financial decisions and family considerations are at stake. This episode explores the financial side of divorce, including evaluating assets and tax implications, understanding cash flow, developing settlement strategies and preparing for the financial steps that follow a divorce.

Couples can approach money differently based on their individual experiences, habits and priorities. This episode explores how to navigate financial differences, prepare for major life transitions and build a shared approach to financial planning that keeps both partners informed and prepared for the future.

Divorce can take several different paths, and the right approach depends on your circumstances. This episode explores mediation, collaborative divorce and litigation, including how each process works, when it may be appropriate and what to consider when choosing the path forward.