About this episode

Robert Gilliland discusses with Chris Davis the challenges business owners face in planning their personal finances.

Robert Gilliland sits down with new Managing Director Chris Davis to talk about one of the biggest challenges business owners face: Most spend years building the business, but very little time planning life outside of it. Discussion points: Why many business owners delay personal financial planning The difference between business revenue and personal wealth How concentration risk quietly grows when 80%+ of net worth is tied to one company Why exit planning is really about...

People in this episode

Host: Robert Gilliland

Guest: Chris Davis

Topics covered

• wealth management
• business planning
• financial planning
• exit planning
• concentration risk

Keywords

• business owners
• personal financial planning
• net worth
• exit planning
• concentration risk

Mentioned in this episode

Organizations: Concenture Wealth Management

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