Latest / Legacy Beyond Wealth with Rob Shelton
Financial Planning Strategies for Business Owners
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Running a business is hard enough. Add in family dynamics, and you’ve got a whole new level of complexity. In this episode, Rob shares the five biggest mistakes business owners make when it comes to passing on the legacy. He dives into what really causes things to fall apart, including lack of communication, outdated plans, and treating your family like spreadsheets instead of people. If you think a big number in the bank equals success, this one’s for you.
Here’s what we discuss…
The skinny
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