The Cash Rich Exit podcast

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تمت الإضافة منذ قبل seven عام

المحتوى المقدم من Colleen O'Connell-Campbell, Colleen O’Connell-Campbell, and Wealth Advisor at RBC Dominion Securities. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Colleen O'Connell-Campbell, Colleen O’Connell-Campbell, and Wealth Advisor at RBC Dominion Securities أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/all-about-change">All About Change</a></span>

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All About Change

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منذ 5 أياممنذ 5d ago

إلغاء الاشتراك

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How do we build an inclusive world? Hear intimate and in-depth conversations with changemakers on disability rights, youth mental health advocacy, prison reform, grassroots activism, and more. First-hand stories about activism, change, and courage from people who are changing the world: from how a teen mom became the Planned Parenthood CEO, to NBA player Kevin Love on mental health in professional sports, to Beetlejuice actress Geena Davis on Hollywood’s role in women’s rights. All About Change is hosted by Jay Ruderman, whose life’s work is seeking social justice and inclusion for people with disabilities worldwide. Join Jay as he interviews iconic guests who have gone through adversity and harnessed their experiences to better the world. This show ultimately offers the message of hope that we need to keep going. All About Change is a production of the Ruderman Family Foundation. Listen and subscribe to All About Change wherever you get podcasts. https://allaboutchangepodcast.com/

The Cash Rich Exit Podcast

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Colleen O'Connell-Campbell hosts The Cash Rich Exit Podcast dedicated to business owners planning for a crucial financial step - exiting your business. Featuring a diverse array of guests from various industries and ideologies, each episode dives into strategies for building not just an exit, but a cash-rich one. Topped off with 'fun, frank advice,' this podcast is your roadmap to a successful business exit.

100 حلقات

#Business #Estate Planning #Podcast Colleen OConnellCampbell #Now What Colleen OConnellCampbell #Wealth Advisor At RBC Dominion Securities

The Cash Rich Exit Podcast

updated منذ 11 يومًا

منزل السلاسل•Feed

100 حلقات

#Business #Estate Planning #Podcast Colleen OConnellCampbell #Now What Colleen OConnellCampbell #Wealth Advisor At RBC Dominion Securities

كل الحلقات

The Cash Rich Exit Podcast

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EP315 Building Strong Private Boards - Jennifer Mondoux on Governance Excellence 35:00

منذ 11 يومًا35:00

التشغيل لاحقا

قوائم

إعجاب

احب

35:00

Welcome back to The Cash Rich Exit Podcast with me, your host, Colleen O’Connell-Campbell . Today, we're spending time in the world of governance and leadership with Jennifer Mondoux , Managing Partner, CEO, and Founder of MondouxRollins Partners Inc. and the visionary behind Canada's Best Private Boards (also known as The Boardies). Jennifer has a rich background – she started in journalism and then moved into helping companies find the right leaders. She really understands how important good governance is for private companies that want to grow and succeed. Because of her experience in executive search, placing leaders, and even coming up with new governance models, she has a lot of valuable advice for business owners, especially those who are thinking about selling their company - and making a cash-rich exit. In this episode, we discuss The Evolution of Leadership Talent Solutions: Jennifer's journey from media and PR to becoming a trusted advisor for mid-market private enterprises. The Importance of Governance in Private Companies: Why private companies need to embrace governance for sustainable growth and value creation. The Birth of The Boardies: How Jennifer identified a gap in recognizing governance excellence in private companies and launched Canada’s Best Private Boards. Building Effective Advisory and Fiduciary Boards: Tips on selecting the right board members and leveraging external perspectives for business growth. Creating a Playbook for Governance: The importance of sharing best practices and developing playbooks to guide other leaders in setting up effective governance structures. Fun, Frank Advice from Jennifer: "What do you have to lose by thinking about people who can help you in a different capacity? It’s an opportunity to build relationships, learn, and grow – maybe even have some fun along the way." Listen, Learn, and Apply If you’re a founder, CEO, or part of the Self Made Nation planning your cash-rich exit, this episode is packed with actionable insights to learn how to transform governance into a growth engine for your business! Ready to leverage governance for growth? Nominate yourself or your company for Canada’s Best Private Boards at boardies.ca and learn more about how governance can impact your exit strategy. Thinking about your own cash-rich exit? I’m offering a complimentary 1:1 Wealth Gap Analysis to help you bridge the gap between your business success and personal financial freedom. Let’s map out a strategic plan that maximizes your wealth while keeping your legacy safe. Connect with me, Colleen O’Connell-Campbell, on LinkedIn or reach out via email to schedule your session. Let’s get you ready for your next big move! Enjoyed this episode? Please leave a 5-star rating to support the podcast and help us continue bringing valuable insights to the Self Made Nation. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP314 Protecting your Business through Life’s Unexpected Challenges 33:46

منذ 25 يومًا33:46

33:46

Welcome back to The Cash Rich Exit Podcast! I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. In today’s episode, I’m joined by Katherine Cooligan, a distinguished family law specialist and founding partner at Cooligan Yehia, LLP. With over 30 years of experience in family law, Katherine shares critical insights on how business owners can safeguard their assets and plan for potential family law challenges - including separation, divorce, and intergenerational wealth transfers. 💡 What you’ll Learn in this Episode: ⚖️ How Family Law Intersects with Business Ownership – The legal complexities when spouses work together, own shares, or have financial ties to a business. 📑 The Role of Marriage Contracts and Cohabitation Agreements – Why every entrepreneur should consider these contracts as a form of business protection. 🏦 Protecting Intergenerational Wealth Transfers – How to ensure that business assets and family wealth remain secure across generations. 🚨 What Happens When a Business Owner Separates? Key challenges, from share divisions to employment law implications, and how to prepare in advance. 🔍 High-Level Strategies for Business Owners – The importance of structuring your company with family law in mind, and why early legal advice can save you from costly disputes later. 🎯 Fun, Frank Advice from Katherine "Spend the money at the front end instead of spending it at the back end. Getting the right legal and financial advice early is a fraction of the cost of fixing things later through litigation." Are you a business owner planning for a cash-rich exit but haven’t considered the legal side of things? Don’t wait until it’s too late. Book a 1:1 Wealth Gap Analysis with me, where we’ll look at how to secure your business, wealth, and future. If you found this episode insightful, leave a five-star rating ⭐⭐⭐⭐⭐ and share it with fellow business owners who need to hear this 🎧 *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP313 Purposeful Philanthropy 38:54

منذ 6 weeks38:54

38:54

Welcome to The Cash Rich Exit Podcast! I’m your host, Colleen O’Connell-Campbell , Wealth Advisor. In this episode, I’m joined by Lois Graveline, founder and CEO of Harmonia Philanthropy, to explore the true value of charitable giving beyond tax savings. Lois brings over 30 years of experience in the charitable sector and is passionate about driving meaningful impact for both individuals and businesses. 🎙️ What you’ll learn in this episode: 🌟 Beyond Tax Benefits: How purposeful philanthropy can drive social change and create lasting impacts within communities while offering benefits for business owners and corporations. 🤝 The Philanthropic Matchmaker: Learn how Lois helps individuals and businesses find charitable causes that align with their values and goals to foster sustainable, long-term relationships with nonprofits. 💡 Building a Culture of Giving: We talk about the steps businesses can take to make philanthropy part of their ethos, from engaging employees to creating a budget for giving. 📊 Misconceptions in Charitable Giving: Lois debunks myths like "donations just go to salaries" and explains how nonprofit organizations operate efficiently within their limited budgets. 🏆 Inspiring Examples: Hear about impactful partnerships between businesses and charities that showcase the power of long-term commitment in making a difference. ✨ Fun, Frank Advice: Lois reminds us that giving isn’t just about writing a check, it’s about creating relationships and making philanthropy a meaningful part of your business and personal legacy. Tune into this episode to learn how to align your charitable giving with your goals and values. And if you’re planning your cash-rich exit, I invite you to book a 1:1 Wealth Gap Analysis with me. Together, we’ll ensure your financial plans include room for meaningful impact through philanthropy. Connect with me on LinkedIn or via email to schedule your session. Enjoyed this episode? Please leave us a five-star rating and share the podcast with your network. **** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP312 Building Businesses and Bridging Gaps in Productivity 40:12

منذ 8 weeks40:12

40:12

Welcome to The Cash Rich Exit Podcast! I’m Colleen O’Connell-Campbell, Wealth Advisor and your host. Today, we’re joined by a seasoned entrepreneur, Marc Gingras, whose impressive journey spans startups, venture capital, and productivity innovation. Marc is the co-founder of Bloks and, in his own words, “student of entrepreneurship”, continually evolving and applying lessons from each stage of his career. 🎙️ What You’ll Learn in This Episode: 🛠️ The Evolution of Entrepreneurship: Marc shares candid reflections on his early days as a founder, from the highs of innovation to the challenges of navigating downturns, including the emotional and practical lessons he learned during the dot-com bubble burst. 📊 Building Productivity Solutions: You’ll hear about Marc’s journey with Tungle, Foko Retail, and his latest venture, Bloks. Learn how he designed these tools to simplify and streamline operations, saving entrepreneurs and investors valuable time. 🤝 The Power of Mentorship: Marc emphasizes the importance of surrounding yourself with experienced mentors, sharing how this has been instrumental in his own professional growth and success. 📈 AI-Powered Productivity: Discover how Marc’s current venture, Bloks, uses AI to create innovative solutions for venture capitalists and private equity professionals, automating tasks like data aggregation, CRM updates, and relationship insights. 🎯 Fun, Frank Advice: Marc reminds us to view entrepreneurship as a continuous learning journey, emphasizing the importance of humility, curiosity, and collaboration in achieving long-term success. Are you preparing for your cash-rich exit? Take the first step by understanding your financial goals and gaps. I’m offering a complimentary Wealth Gap Analysis to help you align your business success with your personal financial freedom. Connect with me on LinkedIn or email to schedule your one-on-one session. If you enjoyed this episode, please leave us a five-star rating and share it with fellow entrepreneurs. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP311 Fun, Frank Advice for a Cash Rich Exit in 2025 22:55

منذ 10 weeks22:55

22:55

Join us on The Cash Rich Exit Podcast for a special roundup of the best "Fun, Frank Advice" shared by our incredible guests this year. I’m Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities and your host, guiding you - visionary leaders of the Self-Made Nation - through strategies for building, scaling, and planning your intentional cash-rich exit. In this celebratory episode, we reflect on the wisdom, inspiration, and actionable insights offered by our guests throughout the year. From lessons on resilience and vulnerability to practical advice on preparing for an exit, this episode is packed with candid, transformative moments that will empower you to head into 2025 with confidence and clarity. 🎙️ What you’ll Hear in this Episode: Navigating Challenges: How to stay motivated through tough times and believe in your vision. Mindset Shifts: Why embracing vulnerability and authenticity is a leadership superpower. Exit Strategies: The importance of early preparation, understanding your numbers, and aligning with the right advisors. Lessons from Niche Markets: How focusing on smaller, underserved markets can lead to life-changing outcomes. Frank Perspectives on Perseverance: Why the journey matters just as much as the destination. ✨ Special Thanks to all the Self-Made Nation members and professionals who joined us on the podcast this year - your insights inspire us to dream big and act boldly. Enjoyed this episode? Leave us a five-star rating and share the podcast with your network! Your support fuels our mission to guide entrepreneurs like you toward cash-rich exits and lasting legacies. Stay tuned for even more transformative conversations in 2025. Happy New Year! TTFN - ta-ta for now! **** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP310 Building M&A Potential for Traditional and Service Businesses 31:43

منذ 11 weeks31:43

31:43

Welcome back to ‘The Cash Rich Exit Podcast’! I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. My guest today is Brad Ezard, a seasoned M&A expert and corporate lawyer with extensive experience in private equity, business restructuring, and transaction management. As a partner at Confederation M&A in Ottawa, Brad specializes in helping traditional and service-based businesses navigate the complexities of mergers and acquisitions. 🎙️ In this insightful episode, we discuss the unique challenges and opportunities these businesses face when planning for a cash-rich exit. 📊 The Dynamics of Traditional Businesses in M&A: Brad shares how these businesses differ from SaaS and tech-driven enterprises, discussing valuation trends, market positioning, and strategies to overcome challenges. 🛠️ Preparing for a Successful Transaction: Learn why early preparation is crucial. Brad explains the importance of organizing financials, cleaning up corporate structures, and aligning your goals with the market’s expectations. 💼 Finding the Right Buyer: We highlight the process of matching businesses with buyers, emphasizing the need for strategic alignment and clear communication of goals for post-sale integration. 🎯 Integration Planning: Why a seamless integration plan is critical to post-transaction success, focusing on systems, culture, and employee engagement. ✨ Fun, Frank Advice: Brad reminds us that selling a business is a journey, not a race. He stresses the importance of preparation, patience, and aligning expectations to achieve the best outcome. Are you preparing for your cash-rich exit? Start planning early to maximize your results. I’m offering a complimentary wealth gap analysis to help you align your financial strategy with your exit goals. Reach out to me on LinkedIn or via email to schedule your one-on-one session. Let’s ensure your business transition is as successful as the legacy you’ve built. Enjoyed this episode? Please subscribe, leave a five-star rating, and share with your fellow business owners. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP309 Navigating Tech M&A for Exit Success 23:15

منذ 14 weeks23:15

23:15

Welcome back to The Cash Rich Exit Podcast! I’m your host Colleen O’Connell-Campbell, here to guide you, the Self-Made Nation, through the strategies and stories that lead to successful business exits. In this episode, I’m joined by Boris Petkovic, Director at Sampford Advisors Inc., a leading M&A advisory firm specializing in technology companies. We chat about the dynamic world of mergers and acquisitions (M&A) in the tech sector, with insights tailored to entrepreneurs and founders aiming for a cash-rich exit. 🎙️ What you’ll Learn in this Episode: 🌐 The State of Tech M&A: Boris shares key trends shaping the post-pandemic M&A landscape, including a significant dip in deal volumes from 2021 peaks and how quality companies are navigating the market today. 📊 Ottawa’s Thriving Tech Ecosystem: Why Ottawa remains a hub for innovation, with its rich history in telecom and the enduring impact of Nortel's legacy. Boris highlights how local resources like Wesley Clover have supported the growth of new startups in the region. 🤝 Private Equity’s Role in M&A: Learn about the key players in tech M&A, from private equity firms to strategic buyers, and how these groups approach acquisitions to expand markets or add product capabilities. 🛠️ When to Start Planning your Exit: Thoughts on the ideal time for tech founders to begin consulting M&A professionals, emphasizing how early planning helps entrepreneurs align their growth trajectory with valuation goals. 🎯 Fun, Frank Advice for Entrepreneurs: Don’t overlook niche markets! Boris explains how focusing on smaller, less competitive “micro markets” can lead to life-changing exits, even without chasing billion-dollar industries. Are you thinking about your exit strategy? Let’s ensure you’re on the right path to a cash-rich exit. I’m offering a complimentary wealth gap analysis to help you align your financial plans with your business goals. Connect with me on LinkedIn or email to schedule your one-on-one session. Enjoyed this episode? Please take a moment to leave a five-star rating - it helps us reach more entrepreneurs like you who are building towards their successful exit. **** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP308 Beyond the Exit - Redefining Identity and Purpose 26:26

منذ 16 weeks26:26

26:26

Welcome back to The Cash Rich Exit Podcast! I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. In this episode, we wrap up our enlightening three-part series with leadership coach Eric Deschamps. We talk about one of the most personal aspects of an entrepreneurial exit: redefining identity and purpose beyond the business. 🌟 Rediscovering yourself After the Exit: We discuss the psychological impact of leaving behind the role of business owner and the challenge of finding a new sense of self. Many entrepreneurs define their identity by their work, and the prospect of stepping away can feel like stepping into a void. 🧠 The Role of Vision, Mission, and Values: We explore how understanding your core values and crafting a personal vision can give you clarity and direction for the next chapter of your life. Eric introduces a framework for uncovering or redefining these elements to align with your current stage of life. 🏆 Practical Tools for Transitioning: From redeeming your past story to taking on reflective exercises like the 15-Day Life Vision Challenge, Eric provides actionable strategies for reconnecting with your purpose and discovering joy outside of your business. 🎯 Key Takeaways for the Self-Made Nation: Your Purpose Is More Than your Business: Start exploring what life beyond work looks like now, not when the sale is imminent. Reflect on your Core Values: Use your values as a compass to navigate the next chapter of your life. Take the First Step: Stop waiting for change to come to you - start creating the life you want today. Are you ready to start planning for your cash-rich exit while preparing for a meaningful next chapter? Let’s connect . I’m offering a complimentary one-on-one wealth gap analysis to help you align your financial plans with your personal vision. Reach out to me on LinkedIn or email to schedule a conversation. Together, we’ll create a roadmap for your future. Thank you for listening to this series with Eric Deschamps. Don’t forget to subscribe and leave a five-star rating - it helps us continue bringing you actionable insights for your business journey. Until next time, TTFN - ta-ta for now! **** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP 307 Leadership and Loneliness – Finding Connection at the Top 35:56

منذ 18 weeks35:56

35:56

Welcome back to ‘The Cash Rich Exit Podcast’! I’m your host, Colleen O'Connell-Campbell, Wealth Advisor. Today, we continue our conversation with Eric Deschamps, a leadership and business coach who talks about the often-overlooked issue of loneliness in leadership. Eric brings insights on how to navigate isolation, especially for those at the top who may feel the weight of leading, without a peer group to lean on. 🌟 Redefining Leadership Loneliness: Eric opens up about the reality of isolation many leaders experience, describing it as a "silent pandemic," especially for men who may lack a support system outside of work. He emphasizes that leadership is about making hard decisions AND about finding the courage to seek connection and support. 🧠 Navigating the "Lone Wolf" Mindset: We explore the common “lone wolf” mindset often encouraged in leadership, where self-reliance becomes a double-edged sword. Eric explains the difference between standing strong in solitude when necessary and living in prolonged isolation, which can negatively impact both personal and professional growth. 💪 Strategies for Overcoming Isolation: Eric shares actionable advice on creating a network of support, finding mentors, and establishing an inner circle for meaningful connection. He stresses the importance of reaching out, sharing vulnerabilities, and moving from self-imposed isolation to a mindset of connection and openness. 💼 Key Takeaways for the Self-Made Nation: Loneliness Isn’t Permanent: Recognize that isolation can be a temporary phase and that you have the power to change it. Embrace Vulnerability: True connection begins when you’re willing to show your authentic self. Find your People: Seek a community or mentor group to share both your challenges and triumphs. Thank you for listening to this valuable discussion, and stay tuned for the final part of our series with Eric. As you hit play on this episode, please drop me a 5-star rating. Your support helps more entrepreneurs find this valuable content. Starting to think about your exit from your business? Join me for a one-on-one wealth gap analysis and let’s craft a strategy that supports both your financial goals and your journey toward a balanced, fulfilling exit. Reach out to me on LinkedIn or email to schedule a time for us to connect. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP306 Finding your Rhythm: Balancing Business Growth and Personal Well-Being 33:49

منذ 20 weeks33:49

33:49

Welcome back to The Cash Rich Exit Podcast! I’m your host, Colleen O'Connell-Campbell, Wealth Advisor to business owners working towards a cash rich exit. In today’s episode, we kick off part one of a three-part conversation with business and leadership coach, Eric Deschamps. Eric brings a wealth of knowledge, sharing insights into maintaining work-life balance - though, as you'll hear, he prefers the term "work-life rhythm". 🎙 The Ebb and Flow of Life and Business: Eric talks to me about the importance of understanding that life and business are not meant to be perfectly balanced, but rather harmonized in an ebb and flow. He emphasizes the importance of recognizing different seasons in life and business and how to adjust to them, rather than striving for unrealistic balance. 🛠 Tackling Burnout: Eric shares his personal experiences with burnout and highlights the common signs entrepreneurs face, including fatigue, irritability, and lack of motivation. He discusses how taking time off is only part of the solution. To truly overcome burnout, systemic changes and mindset shifts are necessary. 🧠 The Power of Leadership and Self-Care: As a coach, Eric has worked with thousands of leaders. He explains that effective leadership is about more than business strategies - it’s about personal growth, mindset shifts, and prioritizing self-care. By focusing on yourself and investing in your own well-being, you bring the best version of yourself to every role, both personally and professionally. 📈 Key Takeaways for Entrepreneurs: Watch for Burnout: If you’re asking yourself, “Am I burnt out?” you likely are. It’s time to seek help and make changes before burnout derails you. Delegate Wisely: Leaders must delegate tasks effectively to focus on the highest and best use of their time, rather than getting bogged down in minor tasks. Recognize your Season: Understand that life and work come in seasons - sometimes your business needs more attention, and sometimes your personal life does. Adjust your priorities accordingly. Are you feeling the weight of balancing business and life? It might be time to evaluate your current situation and your future exit strategy so you can focus on securing your financial future. Reach out to me for a complimentary one-on-one wealth gap analysis, and let's start crafting a plan that gives you the freedom to live your best life while building toward a cash-rich exit. Thank you for tuning in, and stay with us for the next two parts of this enlightening conversation with Eric Deschamps. Until next time, TTFN (ta-ta for now)! *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP305 Bold Beginnings and Business Lessons 27:34

منذ 22 weeks27:34

27:34

Welcome back to The Cash Rich Exit Podcast! I'm your host, Colleen O'Connell-Campbell, Wealth Advisor. In today’s episode, I sit down with Lily Bond, the inspiring young entrepreneur behind Spyce Girlz, who launched her business as a teenager and turned it into a thriving brand. As an entrepreneur in her 20’s, Lily has already faced immense challenges and learned how to navigate the entrepreneurial landscape, offering valuable insights for seasoned business owners and aspiring entrepreneurs alike. 🧑‍🍳 Building a Business from Scratch: Lily shares her entrepreneurial journey, starting Spyce Girlz in high school to solve a problem she noticed in the spice industry - too much salt and too many unhealthy ingredients. Her story is a perfect example of how passion and necessity can lead to innovation and success. 🌱 The Power of Mentorship: Lily discusses the role of mentorship and the support she received, from her mother to business accelerators like Invest Ottawa and YSpace. She explains how this guidance has helped shape her entrepreneurial education, proving that even "self-made" entrepreneurs need a strong support system. 💪 Overcoming Challenges as a Young Entrepreneur: One of the biggest hurdles Lily has faced is being underestimated as a young woman in business. She talks of her experiences with suppliers and contractors who didn’t take her seriously and how she learned to advocate for herself and demand the quality her business deserves. 🏆 Fun, Frank Advice: Lily’s key piece of advice? “Don’t be afraid to be weird.” She encourages entrepreneurs to be bold, be different, and embrace their authentic selves. It’s these traits that set successful businesses apart. 🎯 Key Takeaways: Trust your instincts and follow your passion. Advocate for yourself, especially when others don’t give you the respect you deserve. Surround yourself with a support system, but also learn to navigate the tough decisions alone. Being bold and different is a competitive advantage in business. If you’re looking for inspiration from a fearless young leader who’s already making waves in the business world, this episode is a must-listen! Want to shape your business journey in preparation for a cash-rich exit? Let’s connect! I’m offering a complimentary 1:1 wealth gap analysis to help you navigate your next steps. Reach out to me on LinkedIn or via email to schedule your one-on-one session. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP304 Blending Passion and Purpose 43:28

منذ 24 weeks43:28

43:28

Welcome to The Cash Rich Exit Podcast, where we discuss the entrepreneurial journey from inception through to a successful exit. I’m Colleen O’Connell-Campbell, your host and Wealth Advisor at RBC Dominion Securities. Today, we're joined by Sheena Brady, the dynamic founder of tease , a company that’s redefining wellness with its unique tea and botanical-infused essentials. 🌿 From Hospitality to Health: Sheena shares her body of work from a decade-long career in hospitality to discovering the potent world of tea and functional botanicals. This pivot was a career change and a personal health revelation that inspired the foundations of tease. Sheena discusses how early challenges and a serendipitous introduction to tea sommelier training sparked her entrepreneurial spirit. 💪 Empowering Women Entrepreneurs: A passionate advocate for women in business, Sheena talks about founding the Founders Fund , an initiative that supports underrepresented women entrepreneurs through funding, education, and mentorship. This effort reflects her commitment to creating opportunities for women, mirroring her own journey of overcoming the obstacles to success. 🌱 Sustainability and Impact: Tease isn’t just about tea; it’s about creating a sustainable and impactful business. Sheena delves into how Tease has integrated sustainability into every aspect of its operations, from product development to community engagement. Her approach not only enhances the brand's market appeal but also sets a new standard for ethical business practices. 🔗 Key Takeaways for Entrepreneurs: Understand Your Wealth Gap: Sheena emphasizes the importance of knowing what resources you need to maintain your lifestyle without your daily business operations. Invest in Protection: She encourages considering safeguards to protect against unforeseen health issues that could impact personal finances and business operations. Plan for Non-Sale Exits: Sheena’s story highlights the need for alternative exit strategies that ensure both financial security and legacy preservation. 📢 If you’re contemplating your exit strategy, or how to infuse more purpose into your entrepreneurial ventures, let’s connect. I offer a complimentary one-on-one wealth gap analysis to help you navigate your options and plan effectively. Reach out on LinkedIn or email to book your session. Thank you for tuning in to today’s episode. If Sheena’s story has inspired you or sparked ideas for your own business journey, I’d love to hear from you. And remember, building a business is about crafting a legacy - not just for financial gain but for community impact. Until next time, keep striving towards your own cash-rich exit. TTFN, ta-ta for now!…

The Cash Rich Exit Podcast

1
EP303 Planning for the Unpredictable- a Guide for Canadian CEOs and Founders 12:32

منذ 26 weeks12:32

12:32

Welcome (back) to The Cash Rich Exit Podcast! I'm Colleen O'Connell-Campbell, your host and Wealth Advisor, dedicated to guiding you, the Self Made Nation, through the pivotal transitions of your entrepreneurial journey. Today, I’m calling your attention to a topic that is perhaps not as talked about as it should be by Canadian CEOs, founders, and business owners: preparing for a future where selling your business might not be an option. It’s a reality that 91% of business owners over 55 are facing without a formal succession plan. In this episode I’ll give you the primer you need to start planning. 🔍 Understanding the Importance of Early Planning: Tax Minimization: Strategies to reduce your tax liability as you transition your business. Strategic Business Transition: How to plan effectively for handing over your business reins. Planning for Retirement and Financial Freedom: Ensuring your post-business life is secure and fulfilling. Wealth Transfer: How best to pass on your wealth to the next generation. We'll explore these areas through the story of "Sally", a CEO-Founder of a consultancy firm whose business model relied heavily on her daily involvement. When a health crisis struck, the lack of a protective business framework led her business to falter, highlighting the critical need for robust planning. 🛡️ Key Takeaways you’ll Gain from this Episode: Understand your Wealth Gap: Identify what resources you need to maintain your lifestyle without the business’s daily operations. Consider Protection: The importance of critical illness insurance* or similar safeguards to protect against unforeseen health issues that could impact your business and personal finances. Plan for Non-Sale Exits: Develop strategies for exiting your business that don't rely on finding an external buyer but secure your legacy and financial future. 🌟 Sally's Story as a Learning Tool: Sally's experience underscores the necessity of a wealth gap analysis and having a plan that encompasses the ideal exit and prepares for unexpected challenges. 📈 An Invitation to Action: If Sally’s situation resonates with you, or if you're starting to think about your exit strategy, whether it’s looming in the near future or further down the line, I'm here to help. I offer a complimentary one-on-one wealth gap analysis that can help you put in place a strategy to bridge financial gaps and prepare comprehensively for the future. Reach out to me via LinkedIn or email. Disclaimer: Please note that this podcast episode references insurance. The strategies, advice and technical content presented are provided for the general guidance and benefit of our listeners, based on information that we believe to be accurate and complete, but we cannot guarantee its accuracy or completeness. This published content is not intended as nor does it constitute legal or tax advice. Listeners should consult their own lawyer, accountant or other professional advisor when planning to implement a strategy. This will ensure that their own circumstances have been considered properly and that action is taken on the latest available information. Interest rates, market conditions, tax rules, and other investment factors are subject to change. Insurance products are offered through RBC Wealth Management Financial Services Inc.(“RBC WMFS”), a subsidiary of RBC Dominion Securities Inc.(“RBC DS”)* *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

1
EP302 Navigating the Seas of Investment - A Summer Book Club Wrap-Up 6:06

منذ 28 weeks6:06

6:06

Hello, Self-Made Nation! I’m your host Colleen O’Connell-Campbell, Wealth Advisor. As we wind up the summer, we’re rounding out our powerful book club series, where we’ve sailed through the investment strategies of some of the great financial minds. 📘 Retrospective Insights: In this series, we set out on a literary journey with Benjamin Graham's "The Intelligent Investor," then we travelled the unpredictable paths of Burton Malkiel's "A Random Walk Down Wall Street," and finally explored the innovative ideas of Robin Wigglesworth's "Trillions". Each book offered unique insights into building a robust financial foundation, emphasizing market pricing, the futility of timing the market, and the undeniable power of diversification. 🔍 Key Strategies In EP 298 we covered The Intelligent Investor: We revisited Graham's time-honoured principles of value investing which taught us the virtues of discipline and patience, and the importance of focussing on long-term growth rather than short-term speculation. In EP 300 we A Random Walk Down Wall Street: Malkiel's work reinforced that market movements are unpredictable in the short term, advocating for the efficiency of broad-market index funds over the risks of individual stock picking. In EP 301 we covered Trillions: We delved into the transformative impact of index funds and ETFs as detailed by Wigglesworth, illustrating how a systematic investment approach based on market indices can significantly enhance post-business exit wealth creation. If you haven’t listened to those episodes yet, I recommend you start there. 🌊 Charting Future Courses: As we anchor this series, the combined wisdom of these pivotal works steers us toward one clear horizon - the power of a diversified, evidence-based investment strategy. This philosophy not only aligns with our mission at The Cash Rich Exit Podcast but also paves the way for you, the visionary entrepreneur, toward sustainable financial independence and wealth preservation. 🧭 Setting Sail for New Adventures: As we chart new territories in upcoming episodes, I invite you to reflect on these teachings and integrate them into your investment strategy. Prepare to navigate the next phase of our journey together with the solid foundation of a well-crafted investment philosophy. Subscribe to our podcast and never miss an episode that could make a crucial difference in your financial and entrepreneurial journey. Thank you, Self-Made Nation, for joining me on this summer of discovery. Until next time, may your investments be wise, your vision clear, and your resolve unwavering on your journey to a cash-rich exit. I am your host - Colleen O’Connell-Campbell: Connect with me on LinkedIn 📞 Book a 1:1 Wealth Gap Analysis with Colleen Planning to exit your business in 5-10 years? Evaluate and close your wealth gap. Book a 1:1 Wealth Gap Analysis session with me via LinkedIn today and start your journey towards a cash-rich exit! As you hit play, please leave us a five-star rating 🌟🌟🌟🌟🌟 **** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

1
EP301 From Wall Street to Main Street - Exploring 'Trillions' and the Index Fund Revolution 28:24

منذ 30 weeks28:24

28:24

Welcome to The Cash Rich Exit Podcast, I'm Colleen O’Connell-Campbell, your host and Wealth Advisor. On this podcast, we talk about the entrepreneurial journey, from the inception of a business idea through to a wealth-focused exit. Today marks our third and final episode in a ‘book club’ series focused on transformative investment philosophies, joined by Alicia Castellino, Senior Relationship Manager at Dimensional Fund Advisors. We read "Trillions" by Robin Wigglesworth, a book that chronicles the revolutionary rise of index funds and ETFs, instruments that have reshaped the investment landscape. This narrative is a tale of financial innovation and a testament to the power of disruption and simplicity - themes resonant with every entrepreneur. Key Insights from 'Trillions': 🚀 Innovation and Disruption: We explore the creation of index funds as a disruptive force in finance, paralleling the innovative spirit that drives your businesses. Understanding these principles can provide strategic insights into managing wealth post-exit. 🛠️ Simplifying Investment: Just as index funds have democratized investing by making it accessible and easier to manage, we discuss how entrepreneurs can simplify their wealth management strategies to ensure a smooth transition from active involvement to passive income generation. 🌟 Lessons from Wall Street Mavericks: The foresight shown by the pioneers of index funds offers valuable lessons on anticipating market needs and executing ideas that can lead to widespread impact. We draw parallels to how you can position your business and personal finances for long-term success. 🏆 Warren Buffett’s Endorsement: Reflecting on Warren Buffett's famous wager that highlighted the effectiveness of index funds over active management, we discuss the importance of choosing investment strategies that are proven to yield long-term benefits. 🔍 Evidence-Based Investment Philosophy: The episode underscores the necessity of adopting an evidence-based approach to investing, which aligns with the principles of index funds - minimizing risk while embracing the market’s overall upward trajectory. As we wrap up our insightful book club trilogy, I hope these discussions inspire you to look at your investment strategies through a new lens - appreciating the value of simplicity, evidence, and strategic foresight in your journey toward a cash-rich exit. Stay tuned and keep in touch with me on social as I continue to bring you more episodes filled with expert insights and practical advice tailored for entrepreneurs like you. Subscribe to our podcast and never miss an episode that could make a crucial difference in your financial and entrepreneurial journey. And if you’ve enjoyed this series, please take a moment to leave us a 5-star rating. Your feedback not only supports our work but also helps us reach and help more entrepreneurs achieve their goals. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

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