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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.
Show more...
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 90: Succession Planning: Defining Your Next Chapter
The Financial Purpose Podcast
39 minutes
4 months ago
EP 90: Succession Planning: Defining Your Next Chapter

In Episode 90 of the Financial Purpose Podcast, Dale Shafer wraps up the B.O.S.S. Method series with the final “S”—Succession. If you’re a business owner thinking about what comes next, this episode is your guide. Dale breaks down the emotional and strategic steps of succession planning, from defining your post-exit purpose to maximizing business value and creating a tax-efficient transition. Whether you’re two years or twenty years away from selling your business, this episode will help you start planning now—before it’s too late.

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