Sept. 20, 2022
W2 to Owner - Get Your Finances in Order with Dave Lowell
Dave Lowell is fantastic. He’s not your parents’ financial planner where there is no fun till you hit 65. Dave is a financial planner that wants you to have fun too.
We dive into...
- W2 to Business Owners' Success
- What HNW earners do
- Building your Financial Foundation
- Conversations with your Spouse
- Capital position - a new term for me but this is awesome
Episode Resources - Let’s Buy a Business: Narrowing Down My Criteria for My Business Acquisition Search
Connect with Dave Lowell