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The Financial Purpose Podcast
Dale Shafer II, CFP®, CBEC®, APMA®
99 episodes
1 month ago
Straight talk about aligning your financial purpose to Business, Money, and Investing.
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Investing
Business
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All content for The Financial Purpose Podcast is the property of Dale Shafer II, CFP®, CBEC®, APMA® 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.
Straight talk about aligning your financial purpose to Business, Money, and Investing.
Show more...
Investing
Business
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EP 89: Secure the Business, Build the Wealth: The “S” in the BOSS Method
The Financial Purpose Podcast
53 minutes
4 months ago
EP 89: Secure the Business, Build the Wealth: The “S” in the BOSS Method

In episode 89 of the Financial Purpose Podcast, Dale breaks down the third stage of the BOSS Method—Secure—and explains why business owners must shift their perspective from operator to investor. From developing strategic plans to scale sustainably, to separating operational and growth capital, Dale dives deep into the systems, structures, and financial forecasts that create long-term business resilience and personal wealth. Learn how to avoid overreliance on your business asset, build recurring revenue, implement contingency plans, and prepare for inevitable transitions—all with real-life stories and candid insight.

The Financial Purpose Podcast
Straight talk about aligning your financial purpose to Business, Money, and Investing.