Key Takeaways:
Chapters:
Timestamp Summary
[0:00:45] Introduction and discussion about planning ahead for businesses
[0:01:41] Importance of having an exit plan for business owners
[0:03:32] Only 34% of business owners have a formal plan for exiting their business
[0:04:51] Regularly reviewing financials and adjusting the plan as needed
[0:06:12] Handling setbacks and failures by iterating and adjusting the plan
[0:07:16] Finding the right team to help achieve business goals
[0:08:49] Overcoming the fear of sharing the plan with others
[0:10:29] Embracing chaos and allowing the team to break apart the plan
[0:11:30] Excitement for the upcoming year and wishing a happy new year
[0:11:56] Conclusion and contact information
[0:11:47] Allison wishes Philip a happy new year
[0:11:56] Philip asks for Allison’s contact information
[0:12:00] Allison provides her website and email address
[0:12:12] Philip thanks Allison and wishes her a great day
[0:12:15] Disclaimer about investment advice and risk
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Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Introduction to Wealth Building: Setting Financial Goals
Wealth Mindset: Freedom from limiting beliefs around making money
Business: ”What are the tax implications of being paid in equity?”
Marriage and Money: Budgeting and Financial Planning in Marriage
Financial Planning: The Ultimate Guide on how to get control of your finances
Innovation: Helping women and minority owned businesses find more money for their businesses
Entrepreneurship: ”Where do I find money to start a business?”
Real Estate: The mindset difference between rich buyer and sellers and the middle class
Financial Planning: ”How do I find a job that pays well that I love?”
Wealth Mindset: Working through the emotions of the wealth journey
Business: Smoothie King Business Study Takeaways
Financial Planning: ”How do we find the money to afford children?”
Real Estate: Housing Affordability in the DFW Metroplex
Financial Planning: ”How do I support my aging parents, pay my bills, and save for the future?”
Innovation: Bitcoin at the Center of the New Financial System
Business: The Franchise Business Model
Financial Planning: ”How am I ever going to save enough money to pay for a wedding?”
Real Estate: Managing short term rental properties ”Airbnbs”
Wealth Mindset: ”How do I get out of living this paycheck to paycheck cycle?”
Investing: We are entering the Age (Era) of Women
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