Best Certified Exit Planning Advisor Podcasts (2025)

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🎙️ Episode 3: Retirement Is a Dead Word 35:51

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23h ago35:51

35:51

Redefining Freedom, Mobility, and Wealth in a World That Won’t Sit Still “Retirement used to mean escape. Now it means reinvention.” The promise of retirement once meant safety, the reward for a lifetime of work. A pension, a paid-off home, a quiet ending. But in today’s volatile economy, that story no longer holds. In this episode of Elysium: The …

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Stepping Into a Family Business Built on Service, Safety, and Purpose 27:29

1h ago27:29

27:29

In this episode of Poised for Exit, Erika Scherman, Owner and President of MC Tool & Safety Sales, joins the show to share her journey of stepping into leadership and carrying her family’s business forward. Erika reflects on how she transitioned from a career in the beer industry to running a company centered on service, safety, and strong customer…

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Who Deserves a Seat at Your Table? 55:30

1d ago55:30

55:30

The Data and Humanity Behind Great People Decisions with Brandon Kinsey, Co-Founder of Kinsey Management When financial pressure rises, even the best leaders can fall into the “layoff trap”—cutting too quickly, hiring too emotionally, or keeping the wrong person in the right seat. In this powerful conversation, Kristyn Drennen and Brandon Kinsey ch…

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🎙️ Episode 2: Silent Contracts 41:50

8d ago41:50

41:50

Silent Contracts: The Unwritten Rules That Shape Our Lives and Wealth “What did you agree to, consciously or not, just to survive the system?” We inherit more than money. We inherit instructions, silent contracts about success, love, image, and belonging. Rules we never signed, but still obey. In this episode of Elysium: The Journey of Wealth and L…

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Rethinking HR and Virtual Assistance for the Modern Workplace 24:35

7d ago24:35

24:35

In this episode of Poised for Exit, we sit down with Ailee Nelson, Founder and Owner of Approach HR and The VA Solution. Ailee shares how she built two distinct businesses that address different, yet equally important, needs in today’s workplace. Through Approach HR, she helps companies strengthen compliance, retention, and organizational developme…

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Is Your Business a Wealth Engine for Retirement? 51:49

8d ago51:49

51:49

Entrepreneurs pour everything into their business — but when it comes to their personal wealth, even the most successful leaders often find themselves disorganized or exposed. In this episode of Unlocked, host Kristyn Drennen sits down with Tiffany Charles, Chief Growth Officer at Destiny Capital, to explore why every entrepreneur needs a Personal …

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EP 12: Reducing Dependency Risk to Maximize Business Value and Attract Buyers 7:51

9d ago7:51

7:51

What happens to your business if your top customer walks away, your main supplier raises prices, or your key employee quits? In this episode, Joseph Curry explains how dependency risk — relying too much on one customer, supplier, or person — can quietly destroy your business value and limit your ability to sell. You’ll learn about the Switzerland S…

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🎙️ Episode 1: The Life You Outgrew 34:39

14d ago34:39

34:39

When the life you built no longer fits, it’s not failure. It’s a frequency shift. In this Season 2 opener of Elysium: The Journey of Wealth and Legacy, we explore how identity, value, and wealth itself are being redefined. Season 2 of Elysium opens at a threshold, the space between versions. If Season 1 unearthed the silence beneath success, this c…

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Why Clean Financials Build Trust and Drive Better Business Transitions 29:31

15d ago29:31

29:31

In this episode of Poised for Exit, we are excited to be joined again by Heide Olson, Founder & CEO All In One Accounting for Part 2 of the conversation on preparing a company’s books and operations for a successful transition. Heide explains why clean financials, accurate month-end closes, reconciled balance sheets, and meaningful budget reviews a…

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Unlocking Your Zone of Genius with Delegate & Elevate 15:28

17d ago15:28

15:28

Are you spending your best energy on the right things—or are you buried in tasks that drain you? In this solo episode, Kristyn Drennen breaks down the Delegate & Elevate strategy, a simple yet transformative exercise that helps leaders reclaim their time, focus on their zone of genius, and unlock capacity for what truly matters. Kristyn walks throu…

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Building Stronger Teams and Business Value Through EQ and AI 28:24

21d ago28:24

28:24

In this episode of Poised for Exit, we sit down with Heather Polivka, Founder and CEO of Awesome People Leaders, to explore how leadership, culture, and emotional intelligence drive real business value. Heather shares how her firm helps organizations close leadership gaps, reduce disengagement, and elevate team performance. At the center of our con…

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What If Better Rest Is the Key to Greater Results? with David Shrum 42:49

26d ago42:49

42:49

High performers love to push, grind, and go — but what if the missing link to greater results isn’t more effort, but better rest? In this episode of Unlocked, host Kristyn Drennen sits down with David Shrum, a Meta Performance™ Executive Coach and former EMS Director, to unpack why rest is not a luxury, but a critical discipline for leaders. Togeth…

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297: A Short Pause for Love, your Money® 4:48

23d ago4:48

4:48

In this brief update, Hilary Hendershott shares that Love, your Money® is taking a short hiatus. Think of it as a quick intermission—not the end of the story. Hilary explains why this pause matters, what’s happening behind the scenes, and what you can look forward to when the show returns later this year. The heart of the podcast remains the same: …

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EP 11: Boosting Your Company’s Valuation: Strategies for Highlighting Growth Potential 10:40

24d ago10:40

10:40

Do buyers pay more for past profits…or future growth? In this episode, Joe explains the second driver of company value which is growth potential. Many business owners think they just need good profits to sell, but buyers want to know how much bigger the business can get after they buy it. You’ll learn why showing growth opportunities like new marke…

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What to Expect at the EPI Regional Summit 2025 19:57

28d ago19:57

19:57

The Twin Cities business community is preparing for one of the year’s most anticipated gatherings: the EPI Regional Summit. In this week’s episode of Poised for Exit, we’re joined by Todd Krough, President of the EPI Twin Cities Chapter and Wealth Advisor with UMB Bank, for an inside look at what attendees can expect on October 9 at Union Depot in …

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“I Can’t Fire Them” – Evolving Leadership Teams with Tina Caul 44:49

1M ago44:49

44:49

Summary: What happens when loyalty clashes with leadership? In this episode of Unlocked, host Kristyn Drennen sits down with powerhouse real estate leader Tina Caul to explore the messy middle of growing a business: wrong seats, tough calls, team misalignment, and the freedom that comes from making the hard decisions faster. Listeners will hear: ● …

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296: Understanding Leverage, Short Selling, and Active Trading in Tax-Aware Long-Short Strategies (Part 2 of 2) 23:05

1M ago23:05

23:05

In our last episode, Hilary pulled back the curtain on tools many investors are taught to fear—like leverage, short selling, and active trading—and how, when used wisely, they can produce tax alpha: higher net returns that come from smart tax planning, not investment performance alone. If you left part one wondering, “Doesn’t this mean lots of trad…

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How to Pass Down Real Estate Wealth Without the Tax Burden 23:18

1M ago23:18

23:18

In this episode of Poised for Exit, we sit down with Nolan Gaffney, and Yan Arsenault, of Trust Point Inc., to explore real estate strategies that can transform how business owners and families protect their wealth. With trillions of dollars in real estate expected to pass from one generation to the next, the conversation couldn’t be more timely. N…

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295: Understanding Leverage, Short Selling, and Active Trading in Tax-Aware Long-Short Strategies (Part 1 of 2) 32:35

1M ago32:35

32:35

What if the financial tools you’ve been taught to fear—like leverage, short selling, and active trading—aren’t inherently dangerous? What if the real risk isn’t the tool itself, but how it’s applied and who is using it? The truth is these tactics can create unnecessary risk if misused. But when they’re applied for a specific, evidence-based purpose…

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EP 10: How Clean Financials Boost Business Value and Improve Exit Terms 7:14

1M ago7:14

7:14

Would you trust your gut when selling your business or the real numbers that buyers look for? In this episode of Business and Exit Planning Simplified Joe Curry starts a new series on the eight drivers of business value. The first one is financial performance. Joe explains why buyers care more about clean and consistent financial records than a big…

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Introducing Unlocked: Finding Joy, Growth, and Clarity in Business with Kristyn Drennen 44:43

1M ago44:43

44:43

Welcome to the debut of Unlocked with Kristyn Drennen—a podcast for visionary leaders ready to discover what’s next. In this opening conversation, producer Jon Ekstrom interviews Kristyn to set the stage for the episodes ahead. Kristyn shares her story of building TransformCXO, where she and her team of fractional executives help business owners pr…

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“I don’t have time for that!” Finding Your Highest Sustainable Pace with Andrew Hartman of Time Boss 51:28

1M ago51:28

51:28

High performers often pride themselves on their ability to grind—but at what cost? Andrew Hartman knows this story firsthand. As a scaling COO, he pushed himself to the breaking point, sacrificing his health, relationships, and sense of presence until burnout forced a change. That journey led Andrew and his wife, Kelly, to create Time Boss, a syste…

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Exit Planning in the Age of AI: Building Smarter Strategies 28:00

1M ago28:00

28:00

In this episode of Poised for Exit, we are joined by Erik Gabrielson, co-founder of ProjectWe. Erik returns to the show to share how his firm is helping business owners and professional services leaders navigate one of the most disruptive forces of our time: artificial intelligence. The conversation begins with Erik’s own journey of adopting AI in …

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294: Ask Hilary: What One Near-Mistake Taught Me About Doing Money Work with Integrity 12:14

2M ago12:14

12:14

Welcome to another episode of Ask Hilary, where we tackle money questions people are asking our advisors and the internet. Today, Hilary is exploring one big question: What did you have to unlearn to do this work with integrity? Her answer comes from the story of an experience early in her career–shortly after picking herself up from financial rock…

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Next Chapter Partners: Preparing Owners for Life After Exit 29:59

2M ago29:59

29:59

In this episode of Poised for Exit, we sit down with Marianne Oehser, and Susan Latremoille, of Next Chapter Lifestyle Advisors, for a conversation about the often-overlooked emotional side of exiting a business. With combined backgrounds in financial advising, corporate leadership, and retirement coaching, Marianne and Susan bring a unique perspec…

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293: The Hidden Costs of People Pleasing (and How to Stop Paying Them) with Michelle Gauthier 46:19

2M ago46:19

46:19

What happens when the life you dreamed of finally arrives… but it doesn’t feel good? On paper, Michelle Gauthier had the life she would’ve put on a vision board when she was young: a thriving 20-year corporate career (with a strong salary, to boot), a husband, two kids she had longed for, and the house to match. Yet underneath the surface, she was …

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EP 9: How Closing the Profit Gap Can Boost Your Business Exit Value 15:14

2M ago15:14

15:14

What if you could add a million dollars to your business without selling a single extra unit or finding new clients? In this episode of Business and Exit Planning Simplified, Joe talks about the profit gap, the silent drain that lowers your business value. He explains what the profit gap is, how to measure it, and simple steps you can take to close…

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Laying the Foundation for a Legacy 24:35

2M ago24:35

24:35

In this episode of Poised for Exit, we sit down with Kathleen Wickstorm, CEO of Spec 7 Group, a construction company specializing in waterproofing and protecting commercial buildings. Kathy shares her unusual journey from a career in healthcare to running a successful construction business, and how she has grown Spec 7 Group into a trusted partner …

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292: Ask Hilary: Is Paying an Advisory Fee For Ongoing Financial Support Really Worth It? 22:17

2M ago22:17

22:17

Welcome to another episode of Ask Hilary, where we tackle money questions people are asking our advisors and the internet. Today, Hilary is digging into a question that our team gets asked regularly–and with good reason!–when we’re getting to know potential clients: Is paying an advisory fee really worth it—especially when I could manage things mys…

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Frameworks For Success 26:49

2M ago26:49

26:49

In this episode of Poised for Exit, we sit down with Liz Ennenga, CEO and Founder of Quad E Companies, Inc. to explore her inspiring transition from the corporate world to becoming a 100% shareholder of her own contracting firm. Liz shares how she left a successful corporate career at Target to launch Quad E, an excavation company focused on small …

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291: Exit on Your Terms: The Wealth Strategy Behind Smart Scaling with Jessica Marx 41:02

2M ago41:02

41:02

Building a successful business shouldn’t mean sacrificing your sanity, your health, or your relationships. It should be set up to support the life you actually want to live–which is what today’s guest, Jessica Marx, helps her clients do. In this episode, Jessica joins Hilary to talk about shifting from burnout to balance, the mindset shifts and met…

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EP 8: Exit-Ready: Structuring Your Business for a Profitable Sale, with Bob Gauvreau 29:08

2M ago29:08

29:08

Are you sure your business is set up to fund the retirement you want and leave the legacy you’ve worked so hard to build? In this episode of Retirement Planning Simplified, Joe Curry and Lindsay talk with Bob Gauvreau, a successful entrepreneur who built an eight-figure professional services firm. You’ll hear practical advice on tax strategies, max…

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Behind the Scenes of Starting and Scaling a Business 26:22

2M ago26:22

26:22

In this episode of Poised for Exit, we sit down with Erica Haataja, owner of Nordic Shine LLC to uncover how she and her husband built a refined construction-site cleaning business that thrives on purposeful systems and real connection. Erica breaks down Nordic Shine’s standout services - whether it’s post-construction clean-ups for commercial site…

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290: Ask Hilary: How to Approach Investing During Economic Uncertainty and Volatile Markets 12:13

2M ago12:13

12:13

Welcome to another episode of Ask Hilary, where we tackle money questions people are asking our advisors, on the internet, and in group chats. Today, we’re exploring a question that has been top of mind for many people for the last few months: How do you invest during times of economic uncertainty or volatile markets? Listen in to hear what Hilary …

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EP 7: The Truth About the Value Gap and Growing Your Business 11:41

3M ago11:41

11:41

In this episode, Joe Curry starts with a tough question: Could your business be worth far less than you expect? Most business owners believe boosting sales and profits is the only way to grow business value. But that’s only one piece of the puzzle. What You’ll Learn: What the value gap really is and why it matters Why increasing revenue and profit …

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🎙️ Episode 10: The Archive & Offering 31:50

3M ago31:50

31:50

What do we preserve? What do we pass on? After a season of silence, unraveling, and revelation — we arrive at the threshold. Not an ending. But a reckoning. This is the Archive. Where we return to what was inherited, emotionally, financially, ancestrally. To the unspoken contracts. The unexamined codes. The invisible fingerprints on our worth. But …

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How the M&A Summit Helps Business Owners Plan Their Next Move 19:21

3M ago19:21

19:21

In this episode of Poised for Exit, we sit down with Matt Silasiri, Vice President of Business Development at True North M&A, to talk all about the upcoming 3rd Annual M&A Summit, happening September 17th at the JW Marriott at Mall of America in Bloomington, MN. This exclusive event is designed for business owners, advisors, and industry profession…

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289: FSAs vs. HSAs: Hidden Opportunities for Wealth, Health, and Smarter Spending 20:58

3M ago20:58

20:58

Today on Love, Your Money®, HWM’s lead financial advisor, Hollina Wadsworth takes the mic to talk about two often-overlooked tools that can have a surprisingly big impact on your tax planning and long-term wealth building: FSAs and HSAs. The truth is that HSAs/FSAs aren’t just expense accounts. When used well, they can be powerful tools to reduce y…

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EP 6: Salary vs Dividends: Optimizing Business Owner Payouts with Braden Warwick 24:34

3M ago24:34

24:34

How Should You Pay Yourself as a Business Owner? Salary, Dividends, or an IPP? In this episode, Joe chats with Braden Warwick from PWL Capital about how business owners can pay themselves in the smartest way. They break down the pros and cons of taking a salary, dividends, or using an Individual Pension Plan (IPP), a lesser-known but powerful optio…

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🎙️ Episode 9: The Sovereign Code 29:38

3M ago29:38

29:38

What do you truly own in a world where your access, identity, or future can vanish with a single update? This isn’t just a tech shift. It’s a legacy shift. This episode decodes a deeper kind of sovereignty, one that cannot be erased. In an era where platforms shape identity, banks limit access, and even estate plans become outdated overnight, legac…

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Smart Risk Management for Growth and Exit 27:10

3M ago27:10

27:10

In this episode of Poised for Exit, we sit down with Shalin Johnson, Vice President of Business Insurance at Marsh McLennan Agency, to talk about how risk management can increase company value and support smoother business transitions. With 25 years of experience and a focus on manufacturing clients, Shalin shares why risk management is more than j…

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288: Ask Hilary: Late Starts, Establishing Financial Space, and Responsibly Supporting Others 22:58

3M ago22:58

22:58

Welcome back to Ask Hilary, where we tackle real-life money questions from women navigating change. Because if there’s one constant in our financial lives, it’s change. We grow. We move. We change careers, enter new relationships, end others, care for family, and—somewhere in the middle of all that—we try to build a financial life that actually sup…

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EP 5: Is Your Business Exit Plan Enough To Afford Your Retirement? Mind the Wealth Gap 10:31

3M ago10:31

10:31

How to Calculate Your Wealth Gap and Retire on Your Terms If you sold your business tomorrow, would it fund your retirement? In this episode of Retirement Planning Simplified, Joe Curry breaks down how to calculate your “wealth gap”, the difference between what you need for financial independence and what you already have saved outside your busines…

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🎙 EPISODE 8: The Weight of Protection 30:05

3M ago30:05

30:05

In a world quietly restructuring, politically, digitally, and generationally, what does true protection really mean? This episode explores the difference between security and stagnation—between building walls around what you’ve created, and building the capacity to move when the terrain begins to shift. We no longer live in a world where “protectio…

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The Role Financial Planning Plays in a Successful Exit 28:05

3M ago28:05

28:05

In this episode of Poised for Exit, we sat down with John Schwalbach, partner and financial advisor at Freedom Financial Partners, to talk about how financial planning plays a critical role in the success of any business exit. John brings a unique perspective as both a financial expert and entrepreneur. He shared stories from his work with business…

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287: Self-Worth, Solo Aging, and Smart Money Moves with Jean Chatzky 20:46

3M ago20:46

20:46

It’s time to take off your judgy pants, Money Lover, because today we’re sitting down with Jean Chatzky, CEO and co-founder of HerMoney, to talk about the real-world challenges women face when it comes to building wealth—and we’re doing it without shame, guilt, or financial jargon. Jean’s decades of experience as a financial journalist taught her t…

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EP 4: The Overlooked CPP Strategy That Saves Business Owners Thousands with Aravind Sithamparapillai 32:21

3M ago32:21

32:21

How Should Business Owners Pay Themselves? Salary vs. Dividends In this episode of Retirement Planning Simplified, Joe Curry sits down with financial expert Aravind Sithamparapillai to talk about how business owners should structure their compensation. They break down the pros and cons of salary versus dividends, how CPP (Canada Pension Plan) fits …

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🎙 EPISODE 7: Redemption Money 26:24

3M ago26:24

26:24

What if wealth isn’t what you leave behind — but what you free? In this episode, we explore money as memory, medicine, and a medium for healing the past through the future. 🎧 Full Show Description: What if the most powerful asset you pass on… isn’t a portfolio — but forgiveness? Not just numbers, but names. Not just estate plans, but emotional echo…

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What Makes a Business Sellable 26:39

3M ago26:39

26:39

In this week’s episode of Poised for Exit, we sit down with Jacob Petersen, a board-certified M&A intermediary who breaks down what really makes a business attractive to buyers. Jacob shares his journey from accounting to business brokerage and explains how he helps privately held business owners understand and increase the value of their companies…

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286: Ask Hilary: Purpose, Pivots, and Permission to Stop Hustling So Hard 26:38

3M ago26:38

26:38

Welcome to the first Ask Hilary episode, where we dive into real-world questions about money and mindset from listeners like you! Today, we’re leaning into the conversation we started last week with Jeff Willmore about living true to your calling. We’re going to talk about what happens when you hit your financial goals, but something still feels… o…