How Business Owners Lose Money Without Knowing It | Dan's 20 Years in Financial Planning
How Business Owners Lose Money Without Knowing It | Dan's 20 Years in Financial Planning
Building a successful business is one thing. Knowing how to protect the money you make is another.
In this episode of FoundersOutlook, I sit down with Dan, founder of Cathcart Financial, to unpack the financial decisions that can make or break a business.
After transitioning from computer engineering into financial planning in 2003, Dan built his own brokerage and navigated some of the most challenging economic periods, including the 2008 financial crisis, Alberta's oil downturn and COVID.
We discuss:
The…
The skinny
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