Best Certified Exit Planning Advisor Podcasts (2025)

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Laying the Foundation for a Legacy 24:35

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22h 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

2d 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

7d 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

9d 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

9d 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

14d 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

16d 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

20d 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

21d 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

22d 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

24d 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

27d 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

28d 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

29d 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

2M 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

2M 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…

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EP 3: SDE VS EBITDA What's Business Worth? 6:45

2M ago6:45

6:45

In this quick but powerful episode of Retirement Planning Simplified, Joe Curry explains what every small business owner needs to know before selling a business, especially if retirement is getting close. Joe breaks down two important terms you always hear: EBITDA — used for bigger companies with management teams. SDE (Seller’s Discretionary Earnin…

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🎙 EPISODE 6: New Alchemy 26:28

2M ago26:28

26:28

What is wealth… when the old systems begin to fracture? As BRICS rise, trust erodes, and money gets rewritten, the future belongs not to the fortified — but the adaptable. What is wealth… when the old systems begin to fracture? When the dollar no longer dominates? When trust — not gold, not GDP — becomes the rarest asset of all? In this expansive a…

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Leading With Grit and Growth 25:51

2M ago25:51

25:51

Some of the most successful businesses start with a simple idea and a whole lot of determination. In this week’s episode of Poised For Exit, we sit down with Esme Miranda, founder of a fast-growing cleaning company, Squeaky Services. Esme shares how a small effort to support her family during the pandemic turned into a full-scale operation offering…

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285: Living Your Calling in Business: A Conversation with Jeff Willmore 51:53

2M ago51:53

51:53

If you’ve ever felt like the business you built is running you—or that your professional success doesn’t quite match the personal fulfillment you imagined—you’re not alone. In this episode, Hilary sits down with Jeff Willmore, founder of The Autonomy Course, to explore how ambitious business owners and professionals can align their work with their …

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EP 2: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 With Matt Holmes, CPA 33:34

2M ago33:34

33:34

Are you a business owner approaching retirement or just starting to think about a future sale? In this episode of Retirement Planning Simplified, Joe sits down with Matt Holmes, partner at Homes Riseleys CPA, to uncover the biggest mistakes business owners make when it comes to succession planning and selling their business and how to avoid them. H…

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🎙️ EPISODE 5: Echo Chambers of Advice 30:53

2M ago30:53

30:53

What if the advice shaping your financial future… was built on assumptions that no longer apply? In this episode, we challenge the myths behind modern money guidance—and ask what’s really worth trusting in a world on the edge of change. We’re drowning in advice—portfolios, podcasts, pundits, and plans. But what happens when that advice becomes nois…

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Bonus Episode: Introducing “Ask Hilary”: Your Questions, Answered on Love, your Money® 5:49

2M ago5:49

5:49

We’re excited to introduce a new episode format on Love, your Money® called “Ask Hilary”—short, relaxed, unscripted episodes where Hilary answers real questions from listeners like you. These episodes are conversational, honest, and focused on connection, because that’s one of the superpowers of our team here at Hendershott Wealth. We don’t just ma…

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Fit For Transition 27:54

2M ago27:54

27:54

As co-owner of Hi Tempo Sports and founder of the Foot Lab, Brad Nelson brings over four decades of entrepreneurial experience rooted in grit, persistence, and a deep commitment to customer well-being. From starting out in ski boot fitting to becoming a certified pedorthist, Brad has built a business legacy grounded in service and innovation. In th…

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284: Saving for College, Reframing the FAFSA, and Securing Scholarships with Heidi King 38:10

2M ago38:10

38:10

Heading off to college is a milestone event for students and parents, but navigating the admissions process and financing a degree is not a simple undertaking. Post-secondary education is one of the largest investments people make in life, and today’s guest on Love, your Money® is here to explain how getting a little help through the process can le…

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EP 1: The 4 Types of Buyers 18:06

2M ago18:06

18:06

Thinking about selling your business? In this pilot episode, Joe Curry explains why many Canadian business owners struggle to sell—and how understanding the four main types of buyers can help you plan a smoother, more successful exit. Joe breaks down the key differences between individual buyers, strategic buyers, financial buyers, and internal buy…

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Business Exit Mastery Part 2: Avoid Pitfalls and Maximize Value with David Barnett 22:49

2M ago22:49

22:49

Thinking of selling your business as part of your retirement plan? Don’t list it like a house and hope for the best. In this episode, David Barnett is back on the show. He's a business consultant, author, and former business broker. He breaks down exactly what it takes to prepare, structure, and sell a business successfully. David shares the full p…

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Business Exit Mastery Part 1: Avoid Pitfalls and Maximize Value with David Barnett 22:21

2M ago22:21

22:21

In this episode, Joe is joined by David Barnett, a seasoned expert in buying and selling small businesses. If you’re thinking about selling your business—now or in the future—this one’s for you. David shares the biggest slip-ups owners make when trying to sell, like overpricing based on emotion instead of cash flow, and not realizing what buyers ac…

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🎙️ EPISODE 4: Invisible Hands 31:03

2M ago31:03

31:03

When markets move faster than thought, what are you really reacting to? In this episode, we pull back the curtain on liquidity, AI trading, and the invisible forces shaping modern finance — and ask: what if the dance ends before you realize you’re in it? What if the markets weren’t just moving… they were listening? In this episode of Elysium: The J…

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Advisors, Agendas, and the Fear of Letting Go 25:16

2M ago25:16

25:16

As Managing Broker at VR Business Brokers of the Twin Cities and a Certified Business Appraiser, Young Bebus brings a rare mix of financial expertise, strategic insight, and deep empathy to her work with founders. After immigrating from South Korea and reinventing her career more than once, she now helps business owners make confident, well-informe…

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283: What If Your Money Bought You More Freedom? The Real Life Impact of Smart Tax Planning 49:39

2M ago49:39

49:39

Over the past few episodes of Love, your Money®, we’ve taken you deep into the weeds of capital gains tax, alternative investments, and Ultra Tax Efficient Wealth Management℠ (UTEWM℠). If you’ve been following along, you’ve heard terms like step-up in basis, long-short overlay, market-neutral strategy, and incremental returns. And if your eyes glaz…

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🎙️ EPISODE 3: The Strings We Can’t See 30:16

2M ago30:16

30:16

“What looks like love… might feel like a leash.” A Porsche at 16. A dream closet. A perfect transcript. Sometimes, what glitters isn’t gold— It’s a transaction masked as love. We return to The Vault—the emotional architecture beneath wealth— to explore a silence that doesn’t sound like silence at all. It sounds like generosity. But feels like an ob…

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What Works in Family Business Succession 28:55

2M ago28:55

28:55

Succession in a family business isn’t just about passing the torch. It’s about building the right foundation to support the next generation and protect the legacy for years to come. In this episode, Dr. Jeremy Lurey, Founder and CEO of Family Legacy 1st, returns to the show to share what actually works when it comes to family business transitions. …

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🎙️ EPISODE 2: The Inheritance We Don't Speak Of 27:42

3M ago27:42

27:42

What happens when money becomes the language for what was never said out loud? We explore true stories of unequal inheritances, the emotional fallout of financial “fairness,” and the hidden costs of keeping things quiet in the name of love, tradition, or fear. Through the lens of clients like Claire and Serena, we witness how even well-intentioned …

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Sales Tax and What Sellers Overlook 23:44

3M ago23:44

23:44

In this episode of Poised for Exit, we’re joined by Muthu Periakaruppan, CPA and President of MP Sales Tax, to dive into a topic that’s often overlooked but critical when preparing to sell a business: sales and use tax. Muthu explains how many business owners, especially in industries like manufacturing, life sciences, and trucking, unknowingly ove…

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282: Do You Really Need Alternative Investments As Your Net Worth Grows? 32:05

3M ago32:05

32:05

Today we’re diving into the world of alternative investments (a.k.a. alts)–opportunities that are often marketed with the promise of high returns and diversification, but frequently come with hidden risks and complexities. In this episode, Hilary shares the professional insights and experiences she’s gleaned about alts in her 25+ years as a fee-on…

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🎙️ EPISODE 1: The Silence That Cost $5 Million 27:03

3M ago27:03

27:03

A winning lottery ticket. A shoebox. A $5 million silence. What happens when the story that could’ve changed everything is never told? What if the most valuable asset in your family wasn’t money… But the silence surrounding it? In this cinematic opening to Elysium: The Journey of Legacy and Wealth, Cassie Kang unearths the haunting true story of a …

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The Business and Exit Planning Simplified 1:59

3M ago1:59

1:59

The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strateg…

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You’re Doing LinkedIn Wrong: A Proven Sales Strategy 28:30

3M ago28:30

28:30

In this episode of Poised for Exit, we're joined by Colin Hirdman, entrepreneur, strategist, and co-founder of Rainmaker, to explore the untapped potential of LinkedIn as a true growth engine for business. Colin shares his entrepreneurial journey, from launching his first company just weeks after college to co-founding Monkey Island Ventures and he…

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The Silence Breaks 4:59

3M ago4:59

4:59

Welcome to Elysium: The Journey of Legacy & Wealth. This isn’t just a podcast. It’s a transmission—an invitation to explore the emotional architecture of wealth, identity, and power. In this opening trailer, we set the tone for what’s to come: a cinematic unraveling of the hidden forces that shape our financial lives and personal legacies. From the…

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Why Transparency and Trust Are Your Best Exit Strategies 29:19

3M ago29:19

29:19

In this episode of Poised for Exit, we’re joined by Cindy Leines, founder of CEL Marketing, a firm dedicated to helping mission-driven organizations communicate with purpose and build lasting trust. With decades of experience in strategic communications, branding, and reputation management, Cindy brings a unique perspective to the exit planning con…

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281: Don’t Risk Bad Investments for Good Tax Breaks: Introducing Ultra Tax Efficient Wealth Management℠, Part Two 33:09

3M ago33:09

33:09

In this episode, we’re continuing our conversation about Ultra Tax Efficient Wealth Management℠—a new-to-market investment strategy designed to help high net worth investors defer capital gains taxes while keeping their portfolios liquid and growth-oriented. If you haven’t listened to Episode 280 yet, go back and do that because it lays the foundat…

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Estate and Tax Planning for Business Exits 28:38

3M ago28:38

28:38

In this episode of Poised for Exit, we’re joined by Cindy Mclagan and Jonathon Lansink from John A. Knutson & Co., PLLP. We sit down for an insightful conversation on estate and tax planning for business owners preparing to exit! Jonathon and Cindy address why proactive estate and tax strategies are critical for protecting generational wealth and e…