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Lessons by the Lake: The Oswego Private Wealth Show
Bob Bedritis
35 episodes
5 months ago
Welcome to Lessons by the Lake: The Oswego Private Wealth Show! Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we'll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day. Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that's bound to leave you with some considerations for your own financial portfolio. Thanks for checking out our show! Be sure to leave a comment and subscribe on your favorite podcasting platform so you never miss another episode! Enjoy!
Show more...
Investing
Business,
Management,
Entrepreneurship
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All content for Lessons by the Lake: The Oswego Private Wealth Show is the property of Bob Bedritis 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.
Welcome to Lessons by the Lake: The Oswego Private Wealth Show! Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we'll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day. Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that's bound to leave you with some considerations for your own financial portfolio. Thanks for checking out our show! Be sure to leave a comment and subscribe on your favorite podcasting platform so you never miss another episode! Enjoy!
Show more...
Investing
Business,
Management,
Entrepreneurship
Episodes (20/35)
Lessons by the Lake: The Oswego Private Wealth Show
Timing the Transition: When and How to Start Exit Planning (Feat: Scott Snider)
5 months ago
36 minutes 32 seconds

Lessons by the Lake: The Oswego Private Wealth Show
Driving Untapped Growth and Resilience for Business Owners (Feat: Rick Campfield)
7 months ago
37 minutes 30 seconds

Lessons by the Lake: The Oswego Private Wealth Show
Navigating Business Sales for Maximum Gain (Feat: Johnathan Choe)
7 months ago
35 minutes 23 seconds

Lessons by the Lake: The Oswego Private Wealth Show
Leverage Accurate Accounting to Drive Efficient Strategy
8 months ago
32 minutes 42 seconds

Lessons by the Lake: The Oswego Private Wealth Show
Avenues of Opportunity: SBA Loan Strategies for Business Owners
10 months ago
22 minutes 4 seconds

Lessons by the Lake: The Oswego Private Wealth Show
What Is Your Game Plan? Featuring Paul Menig
1 year ago
38 minutes 19 seconds

Lessons by the Lake: The Oswego Private Wealth Show
The Founder's Journey with David Howitt
1 year ago
37 minutes 28 seconds

Lessons by the Lake: The Oswego Private Wealth Show
Is Your CPA an Advisor or a Historian? (Feat. Robert Curtis, CPA)
1 year ago
31 minutes 39 seconds

Lessons by the Lake: The Oswego Private Wealth Show
Build a Business With Real Intrinsic Value with Craig Wigginton
1 year ago
29 minutes 7 seconds

Lessons by the Lake: The Oswego Private Wealth Show
The Strategic Pillars of Wealth
1 year ago
31 minutes 9 seconds

Lessons by the Lake: The Oswego Private Wealth Show
Are You Prepared for the Sunsetting of Estate Tax Exemptions?
1 year ago
34 minutes 18 seconds

Lessons by the Lake: The Oswego Private Wealth Show
Making Your Business More Sellable and Getting a Higher Price
1 year ago
27 minutes 32 seconds

Lessons by the Lake: The Oswego Private Wealth Show
The Power of the Right Questions
1 year ago
32 minutes 57 seconds

Lessons by the Lake: The Oswego Private Wealth Show
An Innovative Approach to Taxes and Accounting
1 year ago
37 minutes 15 seconds

Lessons by the Lake: The Oswego Private Wealth Show
Estate Planning: The First Step to Business Succession
1 year ago
49 minutes 53 seconds

Lessons by the Lake: The Oswego Private Wealth Show
Building a Well-Defined Succession Strategy
1 year ago
32 minutes 37 seconds

Lessons by the Lake: The Oswego Private Wealth Show
Planning on Selling Your Business? Think Again.
1 year ago
29 minutes

Lessons by the Lake: The Oswego Private Wealth Show
Succession Planning for Family Businesses
1 year ago
23 minutes 13 seconds

Lessons by the Lake: The Oswego Private Wealth Show
Stress Testing for Successful Business Owners
1 year ago
25 minutes 29 seconds

Lessons by the Lake: The Oswego Private Wealth Show
Getting Started With a Virtual Family Office
1 year ago
34 minutes 40 seconds

Lessons by the Lake: The Oswego Private Wealth Show
Welcome to Lessons by the Lake: The Oswego Private Wealth Show! Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we'll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day. Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that's bound to leave you with some considerations for your own financial portfolio. Thanks for checking out our show! Be sure to leave a comment and subscribe on your favorite podcasting platform so you never miss another episode! Enjoy!