Best Typesofexitstrategy Podcasts (2026)

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3 TSP Withdrawal Mistakes That Trigger Surprise Taxes |Ep 125 7:15

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6h ago7:15

7:15

If you're a federal employee within 5–10 years of retirement, how you take money out of your TSP can quietly add thousands of dollars in extra taxes over your lifetime. It's not just about growing the balance, it's about coordinating your pension, Social Security, and TSP withdrawals so you actually keep more of what you've saved. In this episode o…

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TSP 2026: New Roth Rules Federal Employees Must Know |Ep 124 9:45

15h ago9:45

9:45

Big changes are coming to your Thrift Savings Plan in 2026, especially if you're a federal employee in your 50s or 60s who's using catch‑up contributions. A single line on your 2025 W‑2 will determine whether your extra TSP savings in 2026 are forced into the Roth side of the plan. That can quietly shrink your paycheck, change your tax picture, and…

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New Tax Law: 4 Years To Lower Your Retirement Taxes |Ep 123 14:56

7d ago14:56

14:56

If you've built up real money in your TSP, IRAs, or 401(k)s, a new tax law just quietly handed you a four‑year window to lock in lower taxes for the rest of your retirement. Starting with the 2025 tax year, retirees 65 and older get an extra "senior deduction" of up to $6,000 per person, on top of the regular standard deduction and the normal over‑…

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FEHB In Retirement: Do You Lose Your Health Insurance? |Ep 122 8:23

3d ago8:23

8:23

Federal employees ask this all the time: "When I retire, do I lose my health insurance?" In this episode of Confident Federal Retirement, I walk you through step by step through what really happens to your FEHB when you leave federal service. You'll learn how the five‑year rule works, what "immediate annuity" actually means, and how coverage under …

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Medicare Part B vs FEHB: Simple Rules for Feds |Ep 121 10:32

11d ago10:32

10:32

Deciding whether to add Medicare Part B on top of your FEHB in retirement can feel like a guessing game. In this episode of Confident Federal Retirement, Tom Poltersdorf, CFP®, walks you through a simple, practical framework to decide what makes sense for your situation as a federal employee. You'll learn how Medicare and FEHB coordinate, when Part…

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TSP RMDs & Medicare IRMAA: 3 Smart Moves for 2025 |Ep 120 9:19

7d ago9:19

9:19

If you're a federal employee, Required Minimum Distributions (RMDs) can stack on top of your other income, push you into higher tax brackets, and trigger Medicare IRMAA surcharges two years later. The result: surprise tax bills and higher Part B and Part D premiums just when you thought you were "done" working. In this episode of Confident Federal …

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Big Update: Welcome to Confident Federal Retirement |Ep 119 3:30

7d ago3:30

3:30

After a short break from publishing, I'm back with a big update. My business and my planning work have become increasingly focused on helping federal employees make confident retirement decisions, and it's time for the podcast to reflect that. In this short episode, I share why I'm narrowing the focus, what's changing, and what you can expect from …

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Ep #118: 401(k) for Business Owners Explained: Traditional vs Safe Harbor, Contribution Limits, and Common Myths 14:55

8M ago14:55

14:55

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos Are you a business owner looking to build wealth and lower your tax bill? In this episode, we break down everything you need to know about setting up a 401(k) retirement plan f…

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Ep #117: Selling Your HVAC Business? Buyers Want These 4 Things to Pay Top Dollar 10:54

9M ago10:54

10:54

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos Thinking about selling your HVAC business? Here are the 4 things buyers are looking for before they'll pay top dollar. Most owners leave hundreds of thousands of dollars on the…

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Ep #116: Five Changes Business Owners Wish They Made At Age 60 10:26

9M ago10:26

10:26

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos If you're a business owner in your 50s or 60s thinking about selling your company, this is for you. After working with tons of business owners as a Certified Financial Planner …

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Ep #115: Sell Your Business and Retire if You Answer YES to These 7 Questions 11:25

9M ago11:25

11:25

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos ---------------- A lot of business owners dream about selling their business and retiring, but not everyone is truly ready. In this video, I'll walk you through 7 critical ques…

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Ep #114: Business Owner Retired at 60 with $850k and Regretted It. Here's Why. 12:10

9M ago12:10

12:10

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos Mark sold his business at 60 and walked away with $850,000. A year later, he was filled with regret. Why? Because like many business owners, he didn't plan beyond the sale. In …

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Ep #113: Why Business Owners Go Broke After Selling (5 Exit Planning Mistakes) 11:20

11M ago11:20

11:20

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos Many business owners go broke after selling because they underestimate taxes, overspend without a plan, and fail to invest wisely leading to financial regret and instability. I…

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Ep #112: Exit Planning Masterclass: How to Unlock the Wealth In Your Business (Strategic Planning for Business Owners) 28:16

11M ago28:16

28:16

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos Selling your business is one of the most significant decisions you'll make as a business owner, whether you're retiring, transitioning to new leadership, or planning to sell yo…

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Ep #111: Unlocking The Freedom Point: How to Exit Your Business and Achieve Financial Independence 6:51

11M ago6:51

6:51

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos

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Ep #110: 6 Reasons To Retire As Soon As Possible 9:30

1y ago9:30

9:30

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos The Value of Time: Why time is our most precious resource and why delaying retirement could cost you. Health Benefits: How retiring can significantly reduce stress and improve …

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Ep #109: 401K Loans: The Pros, Cons, And Major Risks To Avoid 7:14

1y ago7:14

7:14

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos Listen in as I break down the critical details of 401k loans—the pros, cons, and major risks you need to be aware of before borrowing from your retirement savings. We discuss h…

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Ep #108: "I Have Nothing Saved For Retirement" - Top 10 Recommendations 9:51

1+ y ago9:51

9:51

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos Here are my top 10 actionable recommendations to help you get your retirement savings on track, even if starting from zero in your 40s or beyond. Whether you're 40, 45, or even…

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Ep #107: The Hidden Dangers of Borrowing from Your 401k: What You Need To Know 6:19

1+ y ago6:19

6:19

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, we dive into the critical topic of borrowing from your 401k and why it could be a major setback for your financial future. Many business owners see 401k loans …

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Ep #106: Maximizing Your 401k to Build Wealth and Offset Retirement Risk 8:20

1+ y ago8:20

8:20

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, we dive into strategies to help business owners maximize their 401k to build wealth and reduce the need to rely solely on selling their business for retirement…

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Ep #105: 5 Strategies To Thrive When The Market Is Soaring 8:06

1+ y ago8:06

8:06

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos Investing during market highs can be intimidating, but it's also a great opportunity if you have the right strategies. I'll guide you step-by-step on how to take advantage of s…

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Ep #104: Never Retire: Redefining What's Next After Exiting Your Business 6:18

1+ y ago6:18

6:18

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode of Business Exit Success, we dive into the concept of redefining retirement for high-achieving entrepreneurs who have successfully exited their businesses. Rath…

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Ep #103: Should I Retire Now? 5 Questions For Business Owners To Decide 6:53

1+ y ago6:53

6:53

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, I address the crucial question many business owners face: "Should I Retire Now?" I walk you through five critical questions to help determine if it's the right…

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Ep #102: 6 Strategies to Thrive When the Market Crashes 5:45

1+ y ago5:45

5:45

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, I share six key strategies to help you thrive when the market crashes. Drawing from my experience guiding clients through market downturns, I explain how to na…

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Ep #101: The Critical Number Everyone Gets Wrong When Selling Their Business 5:34

1+ y ago5:34

5:34

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, I discuss the critical number every business owner gets wrong when selling their business: the net amount that goes into their pocket after the sale. I explain…

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Ep #100: A Proven Investment Strategy for 99% of People 8:23

1+ y ago8:23

8:23

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode of Business Exit Success, we dive into a vital topic for anyone looking to secure their financial future: the importance of asset allocation. Learn why asset al…

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Ep #099: Top 3 Investing Mistakes I Avoid To Make More Money 8:15

1+ y ago8:15

8:15

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, I dive into the top three investment mistakes that can derail your financial future and how to avoid them. Learn why timing the market is nearly impossible, th…

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Ep #098: 6 Money Lessons I Wish I Knew Earlier For Lasting Wealth 13:28

1+ y ago13:28

13:28

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, I share six essential money lessons that can transform your financial future. I discuss common financial mistakes and offer practical advice to help you avoid …

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Ep #097: Avoid These 9 Bad Money Habits to Build Wealth 8:37

1+ y ago8:37

8:37

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, I dive into the importance of understanding and breaking free from bad money habits that can hold you back from financial success. Drawing on over 15 years of …

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Ep #096: Balancing ROI and ROL: Ensuring a Fulfilling Life After Business Exit 5:10

1+ y ago5:10

5:10

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, I dive into investing in life beyond financial gains emphasizing the importance of Return on Life (ROL) versus Return on Investment (ROI), sharing personal exp…

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Ep #095: Navigating CEO Transitions: Strategies for New CEOs and Exiting Founders with Matt Sharrers 38:26

1+ y ago38:26

38:26

In this episode, we delve into the world of leadership transitions with Matt Sharrers, an expert in CEO succession and advisor to private equity firms. Learn about the critical strategies for new CEOs, the importance of a shared exit plan among business partners, and how to navigate the emotional and practical challenges of stepping down. Whether y…

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Ep #094: Exit Planning For Business Partners: Why Business Partners Need to Plan for Exit and How to Get Started 6:29

1+ y ago6:29

6:29

In this episode, we tackle the crucial topic of exit planning for business partners. With more than half of privately held companies having multiple owners, the process of transitioning out of a business can be complex and challenging. Join us as we dive into why it's essential for business partners to have a shared exit plan and how to navigate th…

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Ep #093: 7 Essential Questions to Answer Before Exiting Your Business 6:38

1+ y ago6:38

6:38

In this episode, we dive into the crucial considerations every business owner must address before exiting their business. Join us as we explore 7 essential questions that will help you strategically plan your transition and achieve a successful exit. Whether you're looking to retire within the next five years or just starting to think about your fu…

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Ep #092: How to Sell Your Business Tax-Free with a Charitable Remainder Trust 8:06

1+ y ago8:06

8:06

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, we dive into the benefits of using a Charitable Remainder Trust (CRT) to maximize the proceeds from selling your business. Learn how CRTs can help you avoid ca…

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Ep #091: A Business Owner's Guide to Retirement and Exit Strategy Using Employee Stock Ownership Plans (ESOPs) with Kelly Finnell, J.D., CLU, AIF® 37:56

1+ y ago37:56

37:56

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, we delve deep into Employee Stock Ownership Plans (ESOPs) with one of the nation's leading experts, Kelly Finnell. With over 40 years of experience, Kelly brin…

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Ep #090: 10 Critical Areas Impacted By Your Business Exit 8:52

1+ y ago8:52

8:52

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, we explore why establishing an exit strategy is not just wise but necessary for the wellbeing of both the business and the business owner. Despite the exciteme…

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Ep #089: Overcoming the Top 5 Barriers to a Successful Business Exit 11:51

1+ y ago11:51

11:51

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, we explore the top five barriers that entrepreneurs face when exiting their businesses and provide actionable strategies to overcome them. Discover how to addr…

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Ep #088: Mastering the Deal of a Business Exit: Insights from M&A Attorney Alex Prasad 45:37

1+ y ago45:37

45:37

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, I interview Alex Prasad, a seasoned M&A attorney and entrepreneur and we dive into the crucial aspects of business exits and M&A law, exploring the profound im…

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Ep #087: 7 Tax-Saving Strategies for Business Owners Selling Their Company 11:09

1+ y ago11:09

11:09

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, learn about seven critical strategies to eliminate, reduce, or defer taxes when selling your business. We'll explore various tax-efficient methods, from levera…

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Ep #086: Safeguarding Your Wealth: The Role of Prenups for Business Owners 8:27

1+ y ago8:27

8:27

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos Discover how a prenuptial agreement can safeguard your assets and ensure a smooth process in the event of unforeseen circumstances. I discuss why prenups are crucial for busine…

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Ep #085: 10 Key Strategies to Increase Your Business Value Before Exiting 6:48

1+ y ago6:48

6:48

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, we dive into effective strategies for business owners looking to maximize the value of their businesses in preparation for a successful exit. Discover 10 essen…

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Ep #084: How Asset Protection Can Save Your Business: Essential Strategies 6:37

1+ y ago6:37

6:37

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos Uncover essential asset protection strategies to safeguard your personal and business assets. Learn about choosing the right business entity, banking best practices, insurance,…

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Ep #083: Early Exit Planning: Why It's Crucial for Business Owners Without an Immediate Plan to Transition 5:42

1+ y ago5:42

5:42

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos Regardless of whether you're in the growth cycle of your business with no plans to leave your business anytime soon, preparing for an eventual transition will be essential. We …

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Ep #082: Planning With the End in Mind: How I Explain It To Business Owners 4:28

2y ago4:28

4:28

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode I explain the critical concept of planning with the end in mind, especially tailored for successful business owners contemplating succession, selling their busi…

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Ep #081: 4 Essential Questions Every Entrepreneur Must Ask Before Selling Their Business 5:05

2y ago5:05

5:05

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, we dig into four essential questions every entrepreneur must ask themselves before business succession planning and selling their business. We address common r…

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Ep #080: Scaling and Exiting a Family-Owned Business for 8-Figures with Ivan and Mariana Polic 1:01:14

2y ago1:01:14

1:01:14

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this inspiring episode, we dive deep into the remarkable journey of Ivan and Mariana who navigated the complex path from burnout to achieving an 8-figure business exit. With…

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Ep #079: Five Key Strategies to Improve Your Financial Health 5:54

2y ago5:54

5:54

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode, I discuss five key financial strategies for entrepreneurs, focusing on building personal and business emergency funds, effective debt repayment, and smart inve…

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Ep #078: When Should Retiring Owners Sell Their Business? 6:53

2y ago6:53

6:53

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this episode of the podcast, we dive into critical questions that many retiring business owners face: "When is the right time to sell my business?" "Will selling my business…

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Ep #077: Maximizing Philanthropy and Taxes: A Strategic Guide to Donor Advised Funds 5:31

2y ago5:31

5:31

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos Discover the power of a Donor Advised Fund (DAF) in this episode. We dive into the strategic benefits of using DAFs for impactful donations and significant tax reductions. Lear…

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Ep #076: Exit Planning Strategies to Avoid Regret After a Business Sale 7:35

2y ago7:35

7:35

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos In this podcast episode, I discuss the critical aspects of exit planning, financial planning, and life after business for entrepreneurs and business owners. It outlines a compr…