Exit Coach Radio

Guests: Michel Zelnick and Mikki Williams For a limited time, get our e-Book FREE! "Business Continuity: 5 Steps to Protect your Family", a True Story of a business planning tragedy and steps you can take so your Family does not become the Victim of an Unplanned Business. To Download it FREE  Click Here .  Sponsors: BarthCalderon, LLP Exit Retirement Strategies, Inc.  BEI  HKA Marketing Communications  Jeffrey M Verdon Law Group  Empire Business Solutions  Albert J Rasch Associates  Ghassemian Law Group Listening from an iPhone or iPad? Get our App in the App Store: click here

Michael Eastham is the founding principal of Fellowship Financial Group in Altamonte Springs, Florida. Mr. Eastham has been involved in financial services for over twenty five years. He is an active member of the American Institute of CPA's and has earned their Personal Financial Specialist (PFS) designation. He has a BBA in Accounting from James Madison University, holds a Series 65 63 securities licenses as well as licenses in Insurance and Annuities. Mr. Eastham served as Chairman of the Leadership Seminole Board of Directors and Treasurer of the Seminole County Regional Chamber of Commerce Board of Directors. He teaches Adult Education courses and Continuing Education for CPAs, Financial Planners, Insurance Professionals, Attorneys and the Florida Association of Real-tors. Mr. Eastham is a published author and is a recognized expert in the areas of financial strategies, retirement planning and asset protection. He also hosted the financial radio show, "Your Home, Your Money" for over 8 years. His companies have grown out of a passion for excellence, coupled with a desire to serve families and business owners in accomplishing their financial goals using conservative investment strategies. 5 critical questions before leaving an inheritance Although leaving your wealth to the next generation sounds like a worthy goal, many Americans struggle with how much to leave and how to do it. In a recent survey of high net worth parents, 91% of respondents said they plan to leave most of their wealth to family members, while 46% are concerned about giving too much money, according to the report this year from Merrill Lynch's Private Banking and Investment Group. The findings reveal that most people want to use their wealth to positively influence the lives of relatives. But 66% worry about the negative impact that gifted assets could have on an individual or group. So, how much is too much to leave as an inheritance? The answer, like many issues involving family and money, is not a simple one. "The question of deciding how much to leave as an inheritance is a very personal one," explains Paul Jacobs, chief investment officer at Palisades Hudson Financial Group in Atlanta. Here, experts offer factors to consider when deciding how much to leave in an inheritance, and the best ways to pass along wealth to family. In the U.S., about $30 trillion will be left to family members during the next few decades, according to consulting firm Accenture. However, when determining how much is right for your personal situation, it pays to first know where you stand and what lies ahead. "Before you leave an inheritance, you have to make sure your retirement income needs and retirement goals are met," says Keith Klein, CFP professional with Turning Pointe Wealth Management in Phoenix. This involves more than just glancing at figures. You'll need to evaluate priorities for the next few years, which might include traveling, spending time with family, starting a new venture or donating to a charitable organization. Health care needs also are essential considerations. "We are living much longer these days, and medical costs are going up," Klein says. When designating funds for beneficiaries, "age and health are really important," says David Pessin, an attorney with Pessin Katz Law in Towson, Maryland. If the heir is a minor, you may want to set up a way to distribute wealth over time. Through a trust, you could appoint a trustee to oversee funds and determine how much is needed for education and support. You may need to write in particular provisions if the beneficiary is disabled or has special needs. First and foremost, you'll want to make sure the inheritance is available but won't disqualify the person from receiving public benefits, such as Supplemental Security Income, or SSI, and Medicaid. When leaving an inheritance, consider heirs who have managed their finances wisely for decades; they'll likely do the same with the money you l

Host: Bill Black. Devon Blaine discusses the importance of visibility, business publications, increasing sales, and predictability when planning an exit strategy. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

A 1 minute excerpt from a recent interview with Mark Flenniken. Hear the full interview by entering 'Mark Flenniken' into our search index atwww.ExitCoachRadio.com. We upload new content daily so check back often! Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to  Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition. New! Get our iPhone app at the App Store  - search for Exit Coach Radio Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com

A financial professional since 2002, and a business owner and entrepreneur for the 10 years prior, I have the experience with a vast array of issues, from the simple to the complex. My team and I have credentials including securities licenses, insurance licenses and finance, business and law degrees. Kirk has been in the financial services/ securities industry 13years.   Kirk is a student of the economy and the history and events behind the creation of our current economy. I have studied cycles and the history of how the economy grows and why it crashes. I have done a lot of work and study in the gold and silver markets. His experience and training enables him to provide the services clients need to grow and protect their savings, and establish an income stream for life. His services range from retirement-income and safe money planning to wealth preservation and transfer to Social Security maximization. Kirk's team also includes a dedicated CPA for all tax and business related issues and an attorney for all estate planning needs. I have also added a college planning expert to give you the strategies that will save you thousands of dollars on tuition, if you qualify.  My dedication to helping clients prosper has resulted in a loyal, growing clientele. “My mission is to help American families change the way they save and invest so that they have control of their money, independence and financial freedom.” Away from work, I enjoy being a proud father of eight children and husband to the greatest woman on earth. I love reading about economic, military and world history and being a constant student in this ever changing world we live.  This Why Gold Could KeepCrashing Gold is in a false setting at this point due to more than one reason. It will rise out of the ashes. The first reason is that people believe that the dollar is strong and the economy is improving. I see another recession. And we see people still heading to market even though we are at all time highs. As we have seen 1999, 2006 and 07, the herd usually wants to get in at the most comfortable spot.  I see a major crash coming and Greece was just the beginning. Greece was given a bandaid. And the bandaid was like the cheapest bandaid you could buy and it was wet. So as you know when it is wet it wont stick. So I see the writing on the wall and we should start hedging against the market and start buying gold, have more cash and move to safety. I will go one step further and say have a little extra food in the pantry. Silver on the other hand probably wont rise with gold as much as it did the last time. I see silver pegged to production and growth and quite frankly I don't see growth.  I don't want to be doom and gloom. But all i can say is be prepared for the worst.  The pundits have sold their lies for so long that they believe their own words. We have been sitting at the poker table too long it is time to take your winnings and run. Buy gold, food and put a little cash under the mattress. Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to  Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition. New! Get our iPhone app at the App Store  - search for Exit Coach Radio Grow your business value by up to 71% - take a free assessment atwww.BizGrowth123.com

Guests: Bob Karcher and Ellie Marshall For a limited time, get our e-Book FREE! "Business Continuity: 5 Steps to Protect your Family", a True Story of a business planning tragedy and steps you can take so your Family does not become the Victim of an Unplanned Business. To Download it FREE  Click Here .  Sponsors: BarthCalderon, LLP Exit Retirement Strategies, Inc.  BEI  HKA Marketing Communications  Jeffrey M Verdon Law Group  Empire Business Solutions  Albert J Rasch Associates  Ghassemian Law Group Listening from an iPhone or iPad? Get our App in the App Store: click here

Kate Azar is in the business of philanthropy advising and is going to talk about using strategic philanthropy to build yourbusiness and personal legacy.  Questions Answered:  1) What does the future hold for the philanthropic industry? What's new and exciting?  2) What is your biggest challenge? 3) Why does anyone need a philanthropic advisor?  Contact Info:  Website: www.socialgoodstrategies.com Email: kate@socialgoodstrategies.com Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to  Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition. New! Get our iPhone app at the App Store  - search for Exit Coach Radio Grow your business value by up to 71% - take a free assessment atwww.BizGrowth123.com

Host: Bill Black. Audio library: www.ExitCoachRadio.com.  Aaron Weiner discusses the opportunity involved in crowd funding and the best strategies to be successful at it.  Sign up for our Advisor List is see our archived episodes from hundreds of advisors! Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to  Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition. New! Get our iPhone app at the App Store  - search for Exit Coach Radio Grow your business value by up to 71% - take a free assessment atwww.BizGrowth123.com

A 1 minute excerpt from a recent interview with Mike Weisman. Transcript:  Mike: We measure five values that we believe are at work in every relationship, whether personal or professional, and those five values begin with competency and consistency. Can you deliver on what you say you're going to do, and can you do it on a consistent basis? As we move deeper into a relationship with a brand or with an individual, then the more emotional values of candor, transparency, and honesty and concern, which is the measure of how does this brand demonstrate that you care about me as a consumer? The most important value of all is the value of connection, and that value of connection says, I'm taking time to truly identify with the values of my employees and with the values of my customers, that's the bridge that takes you into the deeper waters of a sustained relationship over time, and so what we're finding, Bill, is you can't distinguish yourself anymore by products and services. We're just too commoditized, too competitive, your values truly are your way to differentiate your organization. Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition. New! Get our iPhone app at the App Store  - search for Exit Coach Radio Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com

Host: Bill Black. Audio library: www.ExitCoachRadio.com.  Wally Hauck discusses the damaging effects that controlling strategies can have on employee engagement. Sign up for our Advisor List is see our archived episodes from hundreds of advisors! Transcript:  Wally: I just made a presentation at a Vistage-like group today, and the guy said, "Well, you know, we pay people bonuses based on their performance behaviors." And I said, "Well, give me an example of a performance behavior." And he said, "Working with a sense of urgency." And I said, "Okay, how do you define urgency?" "Well, I know it when I see it." Oh, okay. See, that's a judgement. When the boss walks by, you can look busy, right? In fact, when the boss isn't there, the other employees are saying, "Hey! Slow down, you're making us look bad. We need some overtime." And so, employees will get around this stuff. You know, when you try to control them, you can't do it. You can't even control your kids at home, how are you going to control your employees? They have to want to put the effort in, which is engagement. So, setting up an environment that's engaging is the key. And, when you're judging them, it's gonna damage engagement, that's one of the things that it does, it damages engagement.  To hear more tips from over 750 Advisors, visit exitcoachradio.com Text "Exitcoach" to 44222 and get a copy of 100 Words from 20 Advisors!  

A 1 minute excerpt from a recent interview with John Ayling. Hear the full interview by entering 'John Ayling' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often! Transcript:  John: I'm into financing businesses, so number one, your finances have to be in pretty good shape, especially if it's something we have to have so we can do SEC audits. Now, we're not necessarily saying they need SEC audits done, but they have to have trackability of their sources, of where they bought, what they sold, what barters they rent, and their financial statements. I think they should have an idea of what the opportunities are, what kind of opportunities they see. Because they're in the industry, and we're not. We have to find people to find people that are in that industry, so they have to know the industry pretty well, which they should. It has to be something that would be appealing to them to buy. If they were looking at a company, what would they need?  To hear more tips from over 750 Advisors, visit exitcoachradio.com Text "Exitcoach" to 44222 and get a copy of 100 Words from 20 Advisors!  

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews! We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . Transcript: Ike: You might have, for instance, a personal liability umbrella over your home and automobile coverage, but what does that have to do with the employment lawsuit that you might face, for instance, which is one of the biggest threats that most people out there face. So, what we're seeing is that people are unprepared to handle these kinds of things by doing the proactive risk management they need to do, which means they need to have things like employment practices liability insurance, and and a professionally drafted employment manual in place, and then have trained everybody to do the right thing in the business.  To hear more tips from over 750 Advisors, visit exitcoachradio.com Text "Exitcoach" to 44222 and get a copy of 100 Words from 20 Advisors!  

Guest: Steven Masley For a limited time, get our e-Book FREE! "Business Continuity: 5 Steps to Protect your Family", a True Story of a business planning tragedy and steps you can take so your Family does not become the Victim of an Unplanned Business. To Download it FREE  Click Here .  Sponsors: BarthCalderon, LLP Exit Retirement Strategies, Inc.  BEI  HKA Marketing Communications  Jeffrey M Verdon Law Group  Empire Business Solutions  Albert J Rasch Associates Listening from an iPhone or iPad? Get our App in the App Store: click here

Guests: Addison Adams and Julie Anderson For a limited time, get our e-Book FREE! "Business Continuity: 5 Steps to Protect your Family", a True Story of a business planning tragedy and steps you can take so your Family does not become the Victim of an Unplanned Business. To Download it FREE  Click Here .  Sponsors: BarthCalderon, LLP Exit Retirement Strategies, Inc.  BEI  HKA Marketing Communications  Jeffrey M Verdon Law Group  Empire Business Solutions  Albert J Rasch Associates Listening from an iPhone or iPad? Get our App in the App Store: click here

Kathy Fettke, CEO and Founder of Real Wealth Network based in Walnut Creek, CA, an organization dedicated to helping members get the most current and cutting edge education and information they need to succeed as real estate investors.  Kathy is a licensed Realtor, former mortgage broker, and an active real estate investor  She was selected as one of America's"100 Most Intriguing Entrepreneurs" by Goldman Sachs at the 1st annual and now 2nd Annual Builders and Innovator's Summit. Kathy Fettke is an active real estate investor, licensed Realtor,certified coach, and former mortgage broker.  She specializes in helping people build multi-million dollar real estate portfolios through through creative finance and planning.  With a passion for researching and sharing the most important facts on real estate and economics,  Kathy received her BA in Broadcast Communications from San Francisco State University and worked in the newsrooms of CNN, FOX, CTV and ABC-7. She's past-president of American Women in Radio Television.  Kathy became a certified personal coach through the Coaches Training Institute in SanRafael, California.  In 2001, she took the coaching process to television and produced a cable show called "DREAM" which followed the process of 6 people going after their dreams over 90 days. Kathy noticed a theme on her Dream coaching show: most people didn't have time for their dreams when they are spending all their time at work to make money to pay the bills. Her show sponsor was a real estate expert and the segments they produced changed her life. After interviewing dozens of real estate millionaires, Kathy discovered their best strategies for creating passive income streams.  She and her husband bought numerous investment properties and since then learned the highs and lows of investing that can only come from hands-on experience.