Month: September 2023
Coaching and Seamlessly Evolving With Your Practice with Michael Brinkley, CFP®, CEPA (Ep. 12)

Coaching and Seamlessly Evolving With Your Practice with Michael Brinkley, CFP®, CEPA (Ep. 12)

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Are you looking to exit your business in the most seamless way possible, allowing for the new leaders to integrate into your business without a huge shift? 

In this episode, Charlie Massimo and Peter Anastasian are joined by Michael Brinkley, CFP®, CEPA. Michael explains the process of becoming a certified exit planning advisor and emphasizes the need to consider both financial and personal aspects when planning for an exit. 

Michael discusses: 

  • Common obstacles in business deals regarding exit strategies
  • The importance of having the right team of advisors by your side 
  • The emotional side of exiting a business and how that can affect the way in which you go about strategizing 
  • And more

Resources:

Connect with Charlie Massimo: 

Connect with Peter Anastasian: 

Connect with Michael:

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable or you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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Umbrella Insurance: The Extra Layer of Protection Your Wealth Deserves with Ron Rugolo (Ep. 11)

Umbrella Insurance: The Extra Layer of Protection Your Wealth Deserves with Ron Rugolo (Ep. 11)

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Curious about how to safeguard your assets and navigate the intricate world of insurance? 

Take advantage of this chance to equip yourself with valuable insights that could transform how you approach insurance and risk management.

In this episode, Charlie Massimo and Peter Anastasian are back to discuss the importance of property and casualty insurance for asset protection and risk mitigation. Joining them is Ron Rugolo, Vice President of Bradley & Parker, who shares insights on reviewing policies, working with A-rated carriers, and the changing landscape of the insurance industry.

With over 20 years of experience in the insurance industry, Ron’s expertise lies in understanding the nuances of insurance policies, the differences between carriers, and the evolving landscape of the industry. 

Ron discusses: 

  • The ins and outs of deductibles 
  • How you can schedule various items on insurance policies 
  • Working with A-rated carriers and superior claims service
  • The need for umbrella insurance for excess liability coverage
  • And more

Resources:

Connect with Charlie Massimo: 

Connect with Peter Anastasian: 

Connect with Ron Rugolo: 

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable or you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk, including loss of principal. No strategy ensures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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