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Financial Planning For Canadian Business Owners
Jason Pereira
136 episodes
3 months ago

Business owners live complex lives. You have traded the stability of working for someone else, for the uncertainty of controlling our own destiny. Whether you are starting your own business, scaling it, or planning your exit, you face challenges that the average person never has to face. Ensuring that you make the most of your business means not just being the best at what you do, but figuring out all the other complexities that come with it, and that will mean finding people that will help give you the right advice.


The Financial Planning for Business Owners Podcast is here to help guide you regardless of the stage of your business. Each week we interview experts from various fields to help you become aware of what good advice looks like. From setting up your corporate structure to selling your business we tackle both the technical and personal considerations impacting all of your decisions. We can’t make you better at what you do, but we can help you benefit the most from the fruits of your labours.


Hosted on Acast. See acast.com/privacy for more information.

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Entrepreneurship
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All content for Financial Planning For Canadian Business Owners is the property of Jason Pereira and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Business owners live complex lives. You have traded the stability of working for someone else, for the uncertainty of controlling our own destiny. Whether you are starting your own business, scaling it, or planning your exit, you face challenges that the average person never has to face. Ensuring that you make the most of your business means not just being the best at what you do, but figuring out all the other complexities that come with it, and that will mean finding people that will help give you the right advice.


The Financial Planning for Business Owners Podcast is here to help guide you regardless of the stage of your business. Each week we interview experts from various fields to help you become aware of what good advice looks like. From setting up your corporate structure to selling your business we tackle both the technical and personal considerations impacting all of your decisions. We can’t make you better at what you do, but we can help you benefit the most from the fruits of your labours.


Hosted on Acast. See acast.com/privacy for more information.

Show more...
Entrepreneurship
Business
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The Soul of Wealth with Dr. Daniel Crosby | E121
Financial Planning For Canadian Business Owners
49 minutes 16 seconds
8 months ago
The Soul of Wealth with Dr. Daniel Crosby | E121
In this episode, Jason welcomes back listeners to 'Financial Planning for Canadian Business Owners' after a hiatus, and announces a new video format with guest Dr. Daniel Crosby, a New York Times bestselling author and Chief Behavioral Officer at Orion. Dr. Crosby discusses his latest book, 'The Soul of Wealth: 50 Reflections on Money and Meaning,' exploring the intertwining of wealth with meaning and purpose. They delve into the PERMA model of positive psychology, the importance of naming financial goals, and how psychological and behavioural insights can enhance financial well-being. Dr. Crosby shares personal anecdotes, including his health scare that led to the book's inspiration, and the notion that true wealth transcends mere financial achievement, emphasizing meaningful engagement, relationships, and personal growth.

Hosted on Acast. See acast.com/privacy for more information.

Financial Planning For Canadian Business Owners

Business owners live complex lives. You have traded the stability of working for someone else, for the uncertainty of controlling our own destiny. Whether you are starting your own business, scaling it, or planning your exit, you face challenges that the average person never has to face. Ensuring that you make the most of your business means not just being the best at what you do, but figuring out all the other complexities that come with it, and that will mean finding people that will help give you the right advice.


The Financial Planning for Business Owners Podcast is here to help guide you regardless of the stage of your business. Each week we interview experts from various fields to help you become aware of what good advice looks like. From setting up your corporate structure to selling your business we tackle both the technical and personal considerations impacting all of your decisions. We can’t make you better at what you do, but we can help you benefit the most from the fruits of your labours.


Hosted on Acast. See acast.com/privacy for more information.