Family Business Radio Archives - Page 2 of 12

Navigating Family Business Dynamics with EOS, with Jacqueline Jensen

April 28, 2025 by John Ray

Family Business Radio

Navigating Family Business Dynamics with EOS, with Jacqueline Jensen

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Navigating Family Business Dynamics with EOS, with Jacqueline Jensen (Family Business Radio, Episode 63)

In this episode of Family Business Radio, host Anthony Chen interviews Jacqueline Jensen from EOS Worldwide. Jacqueline shares her unique experiences growing up in an entrepreneurial family led by a Marine and her eventual involvement in the family business. She discusses her journey through education, working in sports tourism, and finally returning to the family business out of a sense of obligation. Jacqueline speaks about the challenges she faced, including burnout and the lack of a clear roadmap, which ultimately led her to EOS. The discussion explores her transition to working with EOS Worldwide, helping other family businesses implement structured operating systems. Touching on themes like clarity in roles, succession planning, and work-life balance, this episode offers valuable insights for anyone involved in a family business or contemplating joining one.

Anthony concludes the show with thoughts on prioritizing family over financial gains.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Jacqueline Jensen

Jacqueline Jensen grew up in an entrepreneurial family, where conversations around the dinner table often centered on business goals and growth ideas. After college, she joined the family business and was quickly placed in leadership roles—often learning by doing. At just 28, she became General Manager of a private country club, where she experienced firsthand the pressure, complexity, and emotional dynamics that come with leading in a family-run organization.

In 2019, after years of long hours and chasing results, Jacqueline discovered a business framework that brought clarity, alignment, and accountability to her team—and transformed the business. She now dedicates her work to helping other family business owners simplify operations, strengthen communication, and build healthy, scalable companies. As a Professional EOS Implementer®, she believes that with the right structure, family businesses can thrive for generations.

Website | LinkedIn

EOS Worldwide

EOS Worldwide helps entrepreneurial businesses—especially family-owned companies—get what they want from their business. Through a simple, practical, proven system, EOS provides the tools and structure to help leadership teams gain clarity, improve communication, and strengthen accountability. For family businesses navigating the complexity of shared roles, generational transitions, and personal relationships, EOS brings the clarity and alignment needed to grow a healthy, scalable company. With over 28,000 companies running on EOS, it’s a powerful system for families who want to preserve their legacy, empower their team, and lead with confidence.

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:41 Jacqueline Jensen’s Entrepreneurial Background
02:11 Challenges and Lessons in Family Business
05:36 Discovering EOS and Its Impact
11:05 Implementing EOS in Family Businesses
18:01 Navigating Family Dynamics and Succession Planning
23:46 Discussing Family Business Succession
24:50 Generational Shifts in Family Business
27:15 Vision Traction Organizer: A Key Tool
30:29 Personal Reflections on Family Business
34:33 Understanding EOS and Ideal Clients
39:10 Client Success Stories and Organizational Clarity
41:40 Future Plans and Advice for Young Entrepreneurs

Anthony Chen, Host of Family Business Radio

Family Business Radio is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. The main office address is 575 Broadhollow Rd., Melville, NY 11747. You can reach Anthony at 631-465-9090, ext. 5075, or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY, in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA, home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance, Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found by following this link.

Finding Financial Happiness as a Couple, with Anthony Chen, Host of Family Business Radio

April 21, 2025 by John Ray

Family Business Radio

Finding Financial Happiness as a Couple, with Anthony Chen, Host of Family Business Radio

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Finding Financial Happiness as a Couple, with Anthony Chen, Host of Family Business Radio

In this commentary from a recent Family Business Radio episode, host Anthony Chen underscores that beyond monetary concerns, understanding what constitutes happiness for couples is crucial.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Transcript

Now it was closing out the show as a kind of our regular listeners, a segment called Anthony’s Financial Take, as you all hear of setting boundaries, having communication in a family business being the key hallmark of being able to have a successful or a little contentious working relationship.

Not so much different in the financial world, especially as I’m working with families. The conversation or attention sometimes comes around, especially when money subject matters coming to mind. The biggest question isn’t so much what is the dollar amount? What is not just only the monthly budget or what is the retirement number look like?

But more so, what is happiness for us as a couple? And for our listeners my question revolves around a lot of purpose and kind of drawing back to the origin of the story. What got us together? And let’s not forget that. So that when we do chart a course, whether it’s for retirement planning or succession planning for the family business, we can always go back to that North Star, and that’s a little bit closing out from Anthony here.

Thank you for listening in to Family Business Radio.

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Together in Business as a Married Couple, with Brenda and Geoff Smith, Assurance Financial

March 18, 2025 by John Ray

Family Business Radio

Together in Business as a Married Couple, with Brenda and Geoff Smith, Assurance Financial

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Together in Business as a Married Couple, with Brenda and Geoff Smith, Assurance Financial (Family Business Radio, Episode 62)

In this episode of Family Business Radio, host Anthony Chen interviews Geoff and Brenda Smith from Assurance Financial. The couple shares their journey of building and managing their family business while navigating personal and professional challenges. They discuss their beginnings in construction, the transition to the mortgage industry, and the importance of setting boundaries, clear communication, and defined roles to maintain a successful business and healthy marriage. Highlighting notable milestones, empowering stories, and practical advice for other family businesses, this episode sheds light on the dynamics of working together as spouses and balancing family life.

Anthony concludes the show with thoughts on finding harmony as a couple, in and out of the family business.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Geoff and Brenda Smith

Geoff and Brenda Smith are the husband-and-wife team behind the Assurance Financial branch in downtown Roswell, where they help individuals and families navigate the mortgage process with clarity and care.

Geoff began his career in business journalism before moving into construction and later mortgages, becoming a full-time loan officer in 2011 and opening his own branch in 2021. Brenda, with a background in advertising and education, ensures every loan runs smoothly behind the scenes, making their client experience seamless.

Committed to their community, Geoff serves on the boards of STAR House, the Alpharetta Business Association, and Wellstar North Fulton Regional Hospital while also coaching youth football. Brenda brings creativity and organization to both their business and home life.

Married since their college days at the University of Georgia, they’ve raised two sons: Samuel, a freshman at Auburn, and Charlie, a sophomore at Blessed Trinity. When they’re not helping clients secure their dream homes, you’ll find them enjoying an espresso at the office or unwinding at North End Tavern.

LinkedIn | Facebook

Assurance Financial

Assurance Financial is a mortgage lender and refinance company that has been serving homeowners since 2001. The company is known for its customer-centric approach, offering a wide range of loan options tailored to meet the individual needs of homebuyers. They provide various loan types, including VA, FHA, construction, non-qualified, modular home, jumbo, first-time home buyer, conventional, and USDA RD loans.

Assurance Financial emphasizes a seamless and efficient loan application process, utilizing the latest technology to simplify steps such as prequalification, full application, processing, and funding. They pride themselves on outstanding customer satisfaction, with an average rating of 4.98 out of 5 stars based on numerous reviews.

The company is recognized as a Fannie Mae/Freddie Mac seller/servicer-approved and Ginnie Mae issuer-approved lender. Assurance Financial operates across 28 states in the U.S., providing personalized support through their team of experienced loan officers. Their services are designed to assist clients at various stages of life, whether buying a first home, a vacation property, or an investment property.

Website | LinkedIn | Facebook | Instagram

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:51 Meet Geoff and Brenda Smith
01:21 Geoff’s Journey from Journalism to Construction
02:51 The Early Days of Construction
03:52 Building Their First Home Together
05:42 The Taco Stand Connection
09:31 Transitioning to the Mortgage Business
09:51 Navigating the 2008 Financial Crisis
11:32 Starting a Mortgage Branch
16:27 The Mortgage Process Demystified
23:29 Balancing Work and Family Life
27:18 Navigating Communication in Family Business
28:37 Top Tips for Couples Starting a Family Business
31:30 Balancing Family Life and Business
35:17 Memorable Projects and Milestones
41:38 Future Goals and Hiring Plans
46:56 Final Thoughts and Advice

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

One Essential Question for Your Advisor, with Anthony Chen, Host of Family Business Radio

March 10, 2025 by John Ray

Family Business Radio

One Essential Question for Your Advisor, with Anthony Chen, Host of Family Business Radio

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One Essential Question for Your Advisor, with Anthony Chen, Host of Family Business Radio

In this commentary from a recent Family Business Radio episode, host Anthony Chen shares one essential question you need to ask of any advisor you’re considering working with.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Transcript

Now, as we are closing out the show, we have what’s called Anthony’s financial take. And taking some perspective and insights from our recent guest here, Bob, with the question of how to best find the right advisor, what’s the question to ask for me? My go-to question or recommendation is ask them what would need to happen at the five- and ten-year mark for you to be able to look back and say, this was a good decision for us to decide to work with you.

If they don’t ask a similar question, well, what does the endpoint look like? What does success look like? It is almost impossible for any advisor, doesn’t matter if it’s financial planning, CPA or whoever, to create any plans. It’s almost like going to an architect and saying, hey, design me a house.

expecting the architect to come with a blueprint and not even know what a square footage is or how many bedrooms or bathrooms there are. So if that’s the case and there’s, Oh yeah, I’m going to design a plan. And, and they even asked the most basic questions; second to what Bob said, you probably should run. That being said, thank you for listening in to Family Business Radio.

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Secrets to a Successful Business Sale, with Bob Tankesley, Exit Teams

January 16, 2025 by John Ray

Family Business Radio

Secrets to a Successful Business Sale, with Bob Tankesley, Exit Teams

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Secrets to a Successful Business Sale, with Bob Tankesley, Exit Teams (Family Business Radio, Episode 61)

In this episode, Family Business Radio kicks off 2025 with Anthony Chen hosting m&a advisor and author Bob Tankesley. They discuss the intricacies of exit planning for family businesses, including common misconceptions, the importance of thinking like a buyer, and the value of building a strong advisory team. Bob shares insights from his book Exit Teams and highlights the critical factors that can either discount or drive a premium for a business during a sale. They explore the necessity of early strategic planning, the impact of family dynamics, and the rising relevance of human capital in business valuation.

Anthony concludes the show with thoughts on how to find the best advisor.

This episode is essential for any business owner contemplating an exit strategy or seeking to maximize their business value.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Bob Tankesley, Exit Teams

Bob Tankesley is a fourth-generation entrepreneur, an MBA, and a CPA with a keen insight into and understanding of the business owner mindset. As an M&A advisor, he uses his 27 years of experience to sell companies grossing up to $75,000,000 in revenue throughout the southeast U.S., as well as the commercial real estate associated with such holdings. When a company is not ready to sell, Bob regularly partners with advisors of all types to optimize it throughout the ownership lifecycle and is a frequent speaker/educator to owners and their various advisors.

‍Bob’s experience ranges from a division of a Fortune 500 corporation to a Big Four accounting firm to multiple micro-cap and lower mid-market closely held businesses. He also ran his own tax and financial advisory firm for over a decade. For the past 22 years, he has advised over 150 business owners and executives on valuation, market readiness, and proven methods to engage in proper financial management.

Bob’s formal education includes both a BS degree in Accounting (cum laude) from UNC Asheville and an MBA in Finance from Appalachian State University, as well as multiple industry certifications. He is also a co-founder and board member of the Exit Planning Exchange (XPX) Atlanta Chapter.

Exit Teams: Build a Team of Advisors for Your Business Sale to Get a Higher Price

You’ve got one shot to sell your business right!

The American Dream fulfilled! You are a business owner, and it’s time to cash in on the sale of your business. Except the buyers on the other side of the table are prepared with a team of experts ready to lower your price.

Enter Exit Teams. This book won’t give you tactics that don’t pertain to your situation, and it won’t promise you beach chairs and Caribbean sunsets. This book will tell you the truth, letting you know the psychological dangers that play into a business sale, and how buyers can use that psychology to acquire your business for far less than you, the owner, could have made.

Follow along with Dave, the owner of FineLine Manufacturing, who received notice of a health scare, forcing him to think about selling before he’s ready. Dave makes many of the typical business seller moves, getting advice from seemingly logical but misaligned resources. Pressures mount from his employees, his customers, his friends, and his family as he juggles a business sale while maintaining secrecy.

When Dave finally gets an offer, it’s for far less than he had hoped. This sends Dave on a whirlwind of choices that pull him in many directions. Will Dave learn the lessons required to give him the best chance at business sale success before he loses his largest customer?

Exit Teams will:

Alert you to the emotional roller coaster that arises during a business sale.
Educate you to the common pitfalls business owners fall into, often of their own making.
Explain what an Exit Team is, and why they are necessary for the ultimate business sale success.
Warn you of some of the strategies buyers employ to pressure business sellers to lower their price.
Caution you about lifting expectations according to a colleague’s experience (hint: it may not be all he says it is).
Counsel you on how to handle family dynamics during a business sale.
Present you with common decisions made by inexperienced business sellers so you won’t make the same choices.
Display the challenge of secrecy among employees and customers.
Address health challenges and how they often impact the business owner while trying to sell.
Stress the need to understand your company’s value on an ongoing basis.
Provide you with a business selling experience without your having to learn the hard way from real life at the cost of millions of dollars

To order the book, follow this link.

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

The Best Advice I Ever Received, with Anthony Chen, Host of Family Business Radio

January 13, 2025 by John Ray

Family Business Radio

The Best Advice I Ever Received, with Anthony Chen, Host of Family Business Radio

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The Best Advice I Ever Received, with Anthony Chen, Host of Family Business Radio

In this commentary from a recent Family Business Radio episode, host Anthony Chen shares the best advice he ever received.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Transcript

The most thankful advice I ever received from my mentor was “Anthony, people don’t make rational decisions. They make emotional decisions and then rationalize it.” And for those who know me, I know I’ve run my life in a very “Spock-like” manner where, Oh, what do you mean?

Everybody makes rational decisions. Yeah. Okay. That that, that took two to three years of him beating that into my head for it to finally sink through in terms of really advice to pass forward to piggyback off of our two guests and especially what just happened in the pre-recording is there is a calendar and spreadsheet of a life.

And then there’s life and for those who know me being the anal retentive control freak now that I have an almost seven-month-old that the idea of control is just fantasy. So for those of you listening in this I’ll end the show with this, if you think you can control life of on just a calendar and spreadsheet this is again, hearkening back to my mentor, Daryl, spoken like a true bachelor who doesn’t have a family yet.

And I did not realize that until I have my own family. Thank you for listening in to Family Business Radio.

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Dr. Jamie Austin, Austin Dental of Roswell

December 10, 2024 by John Ray

Family Business Radio

Dr. Jamie Austin, Austin Dental of Roswell

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Dr. Jamie Austin, Austin Dental of Roswell (Family Business Radio, Episode 60)

In this episode of Family Business Radio, host Anthony Chen interviews Dr. Jamie Austin of Austin Dental of Roswell. Dr. Austin shares her journey from working in a craft store and pediatric dental office during college to discovering her passion for dentistry. She discusses the decision to buy her own practice, her experiences with patient care, and how she manages the challenges of owning a business alongside being a mother. Dr. Austin emphasizes the importance of personalized care in a private practice as compared to larger corporate-owned dental practices. She also highlights the evolution of dental services, including the use of Botox for treating teeth grinding and the role of technology like 3D imaging in modern dentistry. Dr. Austin concludes with advice on continuous learning and pushing oneself to provide the best patient care.

Anthony concludes the show with thoughts on digging beyond the surface of things.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Dr. Jamie Austin

Dr. Jamie Austin is a general and cosmetic dentist at Austin Dental of Roswell. She is passionate about how the art of dentistry can change a person’s outlook on life, confidence, and overall dental health.

She started her dental career as a dental assistant and continues to strive to be the best clinician for her patients. Dr. Austin specializes in Invisalign, Botox, implant placement, crowns, KOR Whitening, and more.

Dr. Austin is an active member of the American Dental Association, the American Academy of Facial Esthetics, the Academy of General Dentistry, the Georgia Dental Association, the Peachtree Summit Study Club, and the Northern District Dental Society.

In her spare time, Dr. Austin and her husband enjoy spending time outdoors with their children, going to area sporting events, exercising and traveling.

Austin Dental of Roswell

Austin Dental of Roswell is a privately owned dental practice for the whole family.

Led by Dr. Jamie Austin, Austin Dental of Roswell focuses on a conservative approach to help patients achieve their dental health goals. They provide the latest dental technologies with the iTero Lumina scanner and Cone Beam Computed Tomography for implant planning, Invisalign and more. They help patients maintain dental health and cosmetic satisfaction through routine cleanings, teeth whitening, fillings, Invisalign, Botox, and dental checkups.

When the need for other treatment exists, such as dental crowns, root canal therapy, dental implants, dentures, or partials, they share all the potential advantages and disadvantages of each option.

Austin Dental of Roswell is privately owned and is always accepting new patients.

Website | Instagram | Facebook

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:30 Meet Dr. Jamie Austin
00:40 Journey into Dentistry
01:55 Choosing a Path in Dentistry
04:55 The Private Practice Difference
07:53 Navigating Major Life Changes
12:52 Innovations in Dentistry
19:33 Advice and Reflections

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Jill Heineck, Heineck & Company, and Brandi Rhodes, Naked Mind Yoga + Pilates

December 3, 2024 by John Ray

Family Business Radio

Jill Heineck, Heineck & Company, and Brandi Rhodes, Naked Mind Yoga + Pilates

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Jill Heineck, Heineck & Company, and Brandi Rhodes, Naked Mind Yoga + Pilates (Family Business Radio, Episode 59)

In this episode of Family Business Radio, host Anthony Chen explores the journeys and insights of two dynamic guests. First, Jill Heineck from Heineck & Company shares her extensive experience in the real estate industry, focusing on relocation services for high-profile clients and adaptations post-COVID. Jill highlights the importance of understanding and leveraging relocation benefits for both employees and employers. She also underscores the value of setting boundaries in business. Then, Brandi Rhodes, owner of Naked Mind Yoga + Pilates, discusses her transition from professional figure skating and professional wrestling to running her own wellness studio. She shares anecdotes about the physical and mental benefits of yoga and Pilates and offers advice on navigating entrepreneurship and maintaining balance.

Anthony concludes the show with a thoughtful reflection on meaningful advice received from mentors, underscoring the value of emotional intelligence and flexibility in personal and professional life.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Jill Heineck, Heineck & Company

With 25 years in Atlanta real estate, Ms. Heineck is a Certified Divorce Real Estate Expert (CDRE™) specializing in the sale of real property in family law cases. Ms. Heineck received her certification as a Divorce Real Estate Expert from the Ilumni Institute. Ms. Heineck offers her objective and neutral expert opinion in low- and high-conflict divorce matters involving real property.

Her extensive experience works seamlessly across all of her disciplines, including corporate relocation, sports and entertainment, and divorce listings. Working with Atlanta area sellers, Ms. Heineck is known for her in-depth discovery with each client in order to deliver at a high level, whether it be selling a condo, bungalow or multimillion-dollar estate. Working with Atlanta area buyers, Ms. Heineck seeks first to understand lifestyle requirements in order to craft strategic and winning offers.

Her relationship-based philosophy, deep understanding of the local market, and comprehensive knowledge of real estate and its nuances combined with her steadfast dedication to providing the necessary tools to make educated and informed decisions has created a strong and lasting network of loyal clients and trusted advisors.

Website | LinkedIn | Instagram | Facebook

Brandi Rhodes

Brandi Rhodes is an RYT 200-hour yoga teacher and a certified mat and reformer pilates instructor. Most people know her from her time as a professional wrestler and announcer in WWE and AEW. A lifelong athlete, Brandi began figure skating at the age of 4 and enjoyed a successful 17-year competitive career.

She then moved on to a demanding 10-year career in the professional wrestling industry. She’s the wife of The American Nightmare Cody Rhodes and the daughter-in-law of the late WWE Hall of Famer Dusty Rhodes.

Brandi has taken everything she’s learned from a lifetime of sports, fitness and performance to create a place that caters to people in all stages of their fitness journeys. From beginners to seasoned athletes, she looks to work with anyone with a slight curiosity to a burning passion for yoga and/or pilates and aims to help them meet and surpass their personal wellness goals.

Instagram | X (Twitter)

Naked Mind Yoga + Pilates

Naked Mind Yoga + Pilates is a studio in Roswell offering all types of yoga, both heated and non-heated, and reformer Pilates under one roof and one membership. Naked Mind also offers childcare, something that no other studio in the area offers. Naked Mind has won 3 awards since its opening less than a year ago and continues to climb in popularity.

Website | Instagram | X (Twitter)

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:37 Jill Heineck’s Journey in Real Estate
02:54 Challenges and Trends in Relocation
03:58 Advice for Business Owners and Employees
08:59 Memorable Relocation Cases
14:25 Brandi Rhodes’ Yoga and Pilates Journey
21:33 Unexpected Membership Delight
22:17 Challenges of Figure Skating and Wrestling
24:04 Building a Yoga and Pilates Studio
25:35 Debunking Yoga Stereotypes
28:41 The Benefits of Yoga and Pilates
31:27 From Figure Skating to Wrestling
35:13 Advice for the Younger Generation
40:15 Closing Remarks and Anthony’s Commentary

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Meaning Behind the Dollars, with Anthony Chen, Host of Family Business Radio

November 4, 2024 by John Ray

Family Business Radio

Meaning Behind the Dollars, with Anthony Chen, Host of Family Business Radio

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Meaning Behind the Dollars, with Anthony Chen, Host of Family Business Radio

In this commentary from a recent Family Business Radio episode, host Anthony Chen discusses the meaning behind the dollars.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Transcript

Anthony Chen: So to close out for a little section called the Anthony’s Financial Take, as you’re all listening in to our three amazing guests of leaning into family and relationships. Starting out early and leaning into what gives your hands blisters, whether that’s a hobby or whatever it is that you’re willing to pour your life and soul into, I don’t think, at least on the financial side of things, I can really top any of that other than as you’re going through your own financial plan and journey. Keep those three things in mind because, at the end of the day, something I might sound like a preacher for some of my clients that know me already is that you can’t take it with you. You just can’t.

You’ve got to make sure that there is meaning behind those dollars. And at the end of the day, if you can spend every penny, but you have an amazing memory and experience that you can get to share with your friends and family, it’s hard to top that. That should be the number one goal.

And that being said, for listening in to Family Business Radio.