About this episode

Todd Marquardt discusses exit planning, legal insights, and new Texas laws with guests Jacob Warren and Shannon Roberta Salmon.

In this episode of Talk Law Radio , host Todd Marquardt brings together trusted voices in finance, law, and public service to help listeners uncover hidden legal and financial blind spots —and start the new year with clarity and confidence. 🔹 Segment 1: Financial Focus — Exit Planning for Business Owners Todd is joined by Jacob Warren of Financial Planning HQ to discuss why exit planning isn’t about quitting—it’s about future-proofing your business . Key insights include: Why every business owner (even young ones) needs an exit strategy Preparing for unexpected events like health issues, burnout, or AI disruption Clean books, real profits, and separating personal vs. business finances Informal business valuations and succession planning options How a strong advisory team increases business value and flexibility Jacob explains Financial Planning HQ’s “financial road map” process and offers a complimentary consultation for Talk Law Radio listeners. 🔹 Segment 2: Law, Life & New Year Reflections Todd welcomes Shannon Roberta Salmon for a wide-ranging conversation on how laws—past and present—shape daily life in…

People in this episode

Host: Todd Marquardt

Guests: Jacob Warren, Shannon Roberta Salmon

Topics covered

• exit planning
• business ownership
• estate planning
• Texas laws
• financial strategy
• new year reflections

Keywords

• exit strategy
• business value
• financial planning
• estate planning
• Texas laws
• new year resolutions
• business finances

Mentioned in this episode

Organizations: Financial Planning HQ, Texas

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