Whether you’re the owner of a new start-up operation or a long-established family business, the eventual successful sale or transition of your company will depend on how well-prepared your exit strategy is. On this edition of “Your Money Manual,” host Vince Annable welcomes Trent Erickson, Founding Partner of Legacy CPA’s, back to the program to begin a discussion of what the early stages of succession planning entail and why it’s never too soon for business owners to begin planning their exit.
Business owners and medical professionals who own their own practices are in a unique position from a wealth management standpoint. While they enjoy the advantages that business ownership affords them, their families and their future heirs, the same privilege comes with tremendous risk to their assets. If you’ve ever wondered just how protected you and your wealth are, listen as we begin an ongoing conversation on wealth strategies for business owners to help you preserve and protect what you’ve worked so hard to earn.
When we think about investing in real estate, we think about vacation homes, businesses or vacant plots of land in desirable locations with huge potential. Chances are, however, you never think of farm acreage. Today, on “Your Money Manual” Show number 9, Vince Annable speaks to one of the nation’s foremost experts—David Gladstone, president of Gladstone Land Corporation—about how a growing number of investors are turning to his company’s farmland REIT to further diversify their portfolios.
Extremely wealthy individuals and families with hundreds of millions of dollars in assets often have the advantage of being able to hire a staff of professionals to establish a “family office” in order to manage all financial matters related to their business and personal wealth. Fortunately, the same services that have been available only to the “super rich” are now available to more “merely affluent” investors. So what does that mean exactly? Vince will answer that question and tell you about the benefits of a “virtual” family office on this edition of Your Money Manual.
About the Show
If you’ve ever wondered how high net worth investors successfully protect and even grow their assets when the markets get rough, then "Your Money Manual with Vince Annable" is the show for you. Give us about 15 minutes--we truly hope you learn something! After all, as we like to say, "When it comes to investing, your money doesn't come with instructions."
Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Wealth Strategies Advisory Group, LLC., CSA and CSS are independent entities. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
Vince Annable holds Series 6, 7, 24, 63, and 65 licenses in Arizona, California, Colorado, Florida, Illinois, Montana, Nevada, New York, North Carolina, Tennessee and Texas. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Vince Annable before proceeding further.