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المحتوى المقدم من Bob Bedritis. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Bob Bedritis 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.
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Squid Game is back—and this time, the knives are out. In the thrilling Season 3 premiere, Player 456 is spiraling and a brutal round of hide-and-seek forces players to kill or be killed. Hosts Phil Yu and Kiera Please break down Gi-hun’s descent into vengeance, Guard 011’s daring betrayal of the Game, and the shocking moment players are forced to choose between murdering their friends… or dying. Then, Carlos Juico and Gavin Ruta from the Jumpers Jump podcast join us to unpack their wild theories for the season. Plus, Phil and Kiera face off in a high-stakes round of “Hot Sweet Potato.” SPOILER ALERT! Make sure you watch Squid Game Season 3 Episode 1 before listening on. Play one last time. IG - @SquidGameNetflix X (f.k.a. Twitter) - @SquidGame Check out more from Phil Yu @angryasianman , Kiera Please @kieraplease and the Jumpers Jump podcast Listen to more from Netflix Podcasts . Squid Game: The Official Podcast is produced by Netflix and The Mash-Up Americans.…
المحتوى المقدم من Bob Bedritis. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Bob Bedritis 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.
Welcome to Lessons by the Lake: The Oswego Private Wealth Show! Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we'll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day. Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that's bound to leave you with some considerations for your own financial portfolio. Thanks for checking out our show! Be sure to leave a comment and subscribe on your favorite podcasting platform so you never miss another episode! Enjoy!
المحتوى المقدم من Bob Bedritis. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Bob Bedritis 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.
Welcome to Lessons by the Lake: The Oswego Private Wealth Show! Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we'll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day. Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that's bound to leave you with some considerations for your own financial portfolio. Thanks for checking out our show! Be sure to leave a comment and subscribe on your favorite podcasting platform so you never miss another episode! Enjoy!
In this episode of Lessons by the Lake , we sit down with Scott Snider, President of the Exit Planning Institute, to explore one of the most critical—and often overlooked—phases in a business owner’s journey: knowing when and how to begin planning your exit. Scott shares expert insights on the strategic importance of timing, how early preparation creates more attractive, valuable businesses, and what missteps to avoid along the way. Whether you're a business owner considering a sale in the next few years or a trusted advisor to one, this conversation offers practical frameworks and real-world examples to help guide successful transitions. Chapters: 0:00 - Introduction 3:23 - The exit planning process 8:01 - The owner readiness survey findings 19:14 - When to begin the exit planning process 28:39 - Finding your meaning and purpose 33:32 - How to get in touch with Bob and his team 34:44 - Closing remarks…
In this episode of Lessons by the Lake , we sit down with Rick Campfield, a seasoned business executive turned consultant and coach, to uncover the hidden drivers of growth and resilience for today’s business owners. With decades of leadership experience under his belt, Rick shares how he now guides entrepreneurs through their most pressing personal and professional challenges. From navigating uncertainty to fostering sustainable growth, Rick's insights offer a powerful blend of strategic thinking and personal development. Whether you’re a startup founder, small business owner, or executive leader, this conversation will leave you with tangible tools and a renewed mindset to tackle what’s next. Chapters: 0:00 - Introduction 3:26 - Rick's background and early career path 13:39 - Vision, mission, purpose and objectives 20:43 - The importance of leveraging great counsel 31:09 - An important realization business owners arrive to 34:45 - How to get in touch with Rick and Bob's respective teams 35:28 - Closing remarks…
In the latest installment of Lessons by the Lake , we dive into the complex world of business sales with expert guest Johnathan Choe, President and Lead Advisor at Transworld Business Advisors of Oregon Central. Whether you're planning an exit strategy, preparing to sell, or just exploring future possibilities, this episode is packed with actionable insights to help business owners maximize value and navigate the sales process with confidence. Join us as we explore key considerations, common pitfalls, and winning strategies for selling a business in today’s market. Don’t miss this essential conversation for entrepreneurs, investors, and anyone looking to make the most of their business transition. Chapters: 0:00 - Introduction 3:52 - Who Johnathan and Transworld typically work with 12:20 - Helping business owners prepare for sale 22:49 - Common misconceptions among business owners 31:02 - Working with a team of professionals 33:30 - Closing remarks…
In the latest installment of Lessons by the Lake: The Oswego Private Wealth Show , we sit down with Carl J. Cox, Founder of 40 Strategy and 40 Accounting, for an insightful conversation on the power of accurate financial data in driving business success. Carl shares his expertise on how leveraging precise accounting information can lead to more efficient decision-making, better strategic planning, and ultimately, stronger financial outcomes. Whether you're a business owner, executive, or entrepreneur, this episode offers valuable takeaways on aligning your numbers with your vision to achieve sustainable growth. Tune in for practical strategies and expert insights that can help you navigate financial complexities with confidence. Chapters: 0:00 - Introduction 3:20 - Carl's background in strategy and accounting 10:09 - The marriage of 40 Strategy and 40 Accounting 18:34 - The exit planning reality check 30:02 - How to get in touch with Carl and Bob…
In this episode of Lessons by the Lake: The Oswego Private Wealth Show , we’re joined by Jani Beatty, Vice President and SBA Relationship Manager at Northwest Bank. Jani shares her expertise on loan strategies tailored for entrepreneurs navigating businesses of all sizes. From securing funding for growth to leveraging Small Business Administration (SBA) loans effectively, this conversation is packed with actionable insights to help business owners optimize their financial strategies. Whether you’re launching a startup or scaling an established enterprise, Jani’s guidance will empower you to make informed borrowing decisions. Chapters: 0:00 - Introduction 4:02 - Leveraging SBA loans to grow your business 11:31 - Taking a deeper look into your business 17:09 - SBA loans vs. commercial bank loans 19:23 - Connect with Bob and his team 20:10 - Closing remarks Connect with Bob Bedritis: Website: oswegoprivatewealth.com Facebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/…
In this insightful episode of Lessons by The Lake , Bob Bedritis is joined by Paul Menig, a seasoned business strategist and succession planning expert. Together, they dive into the critical steps business owners need to take to maximize the value of their companies while planning for a smooth and successful transition. Paul shares his wealth of knowledge on aligning leadership, preparing for unforeseen events, and ensuring that businesses are set up for long-term success. Whether you’re a business owner looking to transition out or just curious about what it takes to future-proof your business, this episode is packed with valuable advice and actionable insights. Tune in for a deep conversation about planning for the future, keeping stakeholders aligned, and ensuring that you leave a lasting legacy. Chapters: 0:00 - Introduction and overview on the topic of the show 2:20 - Welcoming Paul Menig 3:00 - The Game Plan 5:50 - Executing as a Team and as Individuals 08:20 - The Forces That Impact Businesses 11:40 - People Power 16:10 - Why 'Why' Comes First 21:50 - Where to Improve First 25:30 - Visual Instruction vs. Verbal 32:00 - Trucking and Tracking 35:00 - Closing Remarks and How to Get in Touch with Paul Menig 35:30 - How to get in touch with Bob's team Connect with Paul: Website: Businessaccelerants.com Connect with Bob Bedritis: Website: oswegoprivatewealth.com Facebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/…
In this episode of Lessons by the Lake, Bob Bedritis sits down with David Howitt, founder and CEO of the Merriweather Group, to explore "The Founder's Journey." David, a visionary entrepreneur and author, has dedicated his career to helping businesses merge purpose with profit. Through the Merriweather Group, he supports passionate founders and leaders in creating companies that balance commerce and creativity. In this inspiring conversation, David shares his own entrepreneurial journey—the challenges, triumphs, and invaluable lessons he's learned along the way. Whether you’re an aspiring entrepreneur or a seasoned business leader, David's insights on building a purpose-driven business and embracing authenticity are sure to resonate. Tune in for a deep dive into what it really takes to build a successful company while staying true to your values. Chapters: 0:00 - Introduction and overview on the topic of the show 2:20 - Welcoming David Howitt 4:00 - The Journey 5:50 - Dave's Bread 11:10 - The Abyss 15:15 - Scaling Despite Difficulty 18:50 - Human Connection 22:00 - Macro and Micro Journeys 26:40 - Higher Purpose and Community 29:40 - The Space Between 31:15 - Mentorship and Vision 34:50 - How to get in touch with Bob's team Connect with Bob Bedritis: Website: oswegoprivatewealth.com Facebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/…
On the latest episode of Lessons by the Lake, we're discussing the intersection of wealth management and accounting with Robert Curtis, CPA. As the founding member of Neumann Curtis CPA's, Robert speaks intimately on the true role of a great advisor. This episode is packed with some helpful takeaways for your own financial world, so get your notepad ready! Chapters: 0:00 - Introduction and overview on the topic of the show 3:20 - Welcoming Robert Curtis, CPA 9:00 - The Neumann Curtis Niche 14:10 - One Size Does Not Fit All 17:10 - Asking the Right Questions 19:40 - Communication at The Client Perspective 23:10 - Exit and Succession Planning 25:40 - Proactive Advisor vs. Historian 28:50 - How to Get in Contact with Rob 29:35 - How to get in touch with Bob's team Connect with Bob Bedritis: Website: oswegoprivatewealth.com Facebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/…
On the latest episode of Lessons by the Lake, we're examining a widely discussed but little understood topic among entrepreneurs and business leaders. We we fortunate to welcome Craig Wigginton, professional EOS implementer. Craig helps entrepreneurial leadership teams get what they want out of their businesses through the implementation of the Entrepreneurial Operating System. Through education, coaching, and facilitation, he has helped dozens if not hundreds of business make the etherial word vision, a reality. This episode is packed with some helpful takeaways for your own financial world, so get your notepad ready! Chapters: 0:00 - Introduction and overview on the topic of the show 2:00 - Welcoming Craig Wigginton 6:00 - Habits 10:30 - The Magic's in The Details 13:00 - The Glass Ceiling of Individual Performance 15:30 - Communication is What You Hear 18:00 - The Tools of Successful Delegation 20:40 - The Most Common Bad Habits 23:20 - Systemized Kind Communication 25:00 - Closing Remarks 26:35 - How to get in touch with Bob's team Connect with Bob Bedritis: Website Facebook YouTube…
On the latest episode of Lessons by the Lake, we're diving deep into the core concepts surrounding wealth management, as well as the most prevalent concerns facing business owners and their financial world. We we fortunate to welcome Joe Jraitiny, Managing Director at City National Rochdale, to discuss these five pillars of wealth and how his team plays a crucial role in upholding these pillars for clients nationwide. This episode is packed with some helpful takeaways for your own financial world, so get your notepad ready! Chapters: 0:00 - Introduction and overview on the topic of the show 2:07 - Bob's relationship with Joe Jraitiny 6:37 - The Five Strategic Pillars of Wealth 9:57 - Leveraging the expertise from a team of advisors 12:06 - An area of your financial world that is often overlooked 17:32 - The ideal timeframe for thinking about selling your business 22:21 - Longevity planning and where this fits in your financial world 26:08 - How you can get in touch with Joe and his team at City National Rochdale 28:35 - How to get in touch with Bob's team 29:07 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube…
In the latest episode of Lessons by the Lake, we're joined by Kristin Gaston, Estate Planning Attorney at Generations Estate Law, to delve into the impending changes to estate tax exemptions. As the sun sets on current estate tax regulations, Kristin Gaston sheds light on what this means for individuals and families planning their estates. With her wealth of knowledge and experience, she navigates the complexities of estate planning, offering invaluable insights into strategies for adapting to the evolving tax landscape. Chapters: 0:00 - Introduction and overview on the topic of the day 2:27 - Background information on Kristin Gaston 8:51 - What business owners and their families should be thinking about for their estate plans 11:07 - States have their own estate and inheritance taxes 14:33 - How you can reduce the taxes through proper planning 16:36 - Planning ahead for family businesses 19:40 - Leveraging charitable intent to curb taxes 23:31 - Who should be on your team of professionals to assist with estate planning 24:45 - Control vs. ownership 27:35 - How to get an estate plan review with Kristin and Generations Estate Law 29:39 - The five most important concerns of business owners and affluent families 30:54 - How to get in touch with Bob and his team 32:17 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube…
On the latest episode of Lessons by the Lake, we dive into the crucial topic of making your business more sellable and ultimately securing a higher price when it comes time to sell. Whether you're a seasoned entrepreneur or just starting out, understanding what makes a business attractive to potential buyers is essential for long-term success. We sat down with Adi Klevit, Founder & CEO of Business Success Consulting Group, to uncover the strategies and tactics that can significantly increase the value of your business. From optimizing your financials to enhancing operational efficiency, Adi shares invaluable insights gleaned from years of experience in the field. Chapters: 0:00 - Introduction and overview on the topic 2:10 - Background on Adi Klevit and her work with improving business efficiencies 3:54 - Why process is so important 7:14 - Many businesses are far too dependent on their owner 10:03 - Common mistakes that can be easily addressed within organizations 11:46 - The importance of systematizing your organization 15:45 - Strategies to retain your best employees 19:47 - How Adi works with company and ultimately helps increase their value 23:27 - How to get in touch with Adi and her team 25:00 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube…
What he does, he's been doing since he was a 7-year-old dyslexic kid. At first, he believed the lie that he was stupid and would never be able to achieve anything. But then, he discovered that he had a super power of encouragement. Now, he utilizes that superpower to help create insight and breakthroughs for people looking to take their life and business to the next level! On the latest episode of Lessons by the Lake, we welcome Scott Ballard, Owner & CEO of Confidence Coach, LLC, to explore his unique relationship with business owners and the many challenges they face. Scott understands the struggles facing entrepreneurs in today's day and age, which allows him to provide a straightforward and warm approach to openly communicate about successes and obstacles. We've got a great conversation on tap for you, which is bound to leave you with some takeaways for yourself and your business! Enjoy! Chapters: 0:00 - Introduction and overview on the topic of the day 1:13 - How Bob and Scott work with entrepreneurs at pivotal times in their lives 3:18 - Scott's superpower and how he channels this 9:00 - "What do you really want?" 11:49 - Navigating 'what comes next' and the lies we're telling ourselves 17:09 - Maximizing the value of your life's work 19:58 - How Scott typically works with business owners 24:32 - "I've sold my business. Now what?" 28:50 - How to get in touch with Scott and his team to learn more 30:30 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube…
On the latest episode of Lessons by the Lake, we're thrilled to be welcoming Scott Bargaehr, CPA at Lewis Group, to discuss a very unique model of taxes and accounting that business owners, as well as individuals, could be leveraging in today's day and age. We'll discuss why this innovative approach is effective, how it works, and whether or not this makes sense for you and/or your business! Chapters: 0:00 - Introduction and overview on the topic of the day 1:45 - Bob's relationship with Scott and getting to know his work at the Lewis Group 7:03 - Scott's background and life leading into the life of a CPA 7:51 - Why Scott does what he does 10:23 - The pricing and subscription model of the Lewis Group's services 16:00 - The various services packed into Scott's subscription model 19:03 - How Scott conducts his discovery with new clients 22:26 - Leveraging bright minds to focus on things that aren't your unique strength 29:05 - The importance of being prepared for the inevitable moments in life 34:40 - How to get in touch with Bob and Scott's teams 36:20 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube…
On the latest episode of Lessons by the Lake, we're diving into the first step in the business succession process, Estate Planning. Joined by Justin Martin, President, Shareholder and Attorney at Myatt & Bell, P.C., we'll examine the countless considerations residing within estate planning for business owners in today's day and age, as well as some best practices utilized. This episode is packed with helpful information for business owners and you don't want to miss it! Enjoy! Chapters: 0:00 - Introduction and overview on the topic of the day 3:22 - Welcoming Justin Martin to the show 4:58 - Justin's background and road to estate planning services 8:19 - You can still have a role in your business when you're helping your successor 10:55 - Goals of succession planning 13:07 - The process of the business transaction 16:14 - Who is buying your business? 21:58 - The more complex your business, the bigger the need for a systematized approach 25:36 - What happens when the surviving spouse dies? 32:16 - An overview on the taxes associated with estate planning 39:26 - Strategically positioning your estate to maximize the value 44:30 - How to get in touch with Justin and his team for more information 47:30 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube…
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Lessons by the Lake: The Oswego Private Wealth Show
Oftentimes on this show, we discuss the overall importance of utilizing a team of trusted professionals to help you navigate your financial circumstances. And in today's episode of Lessons by the Lake, we welcome on a member of the Oswego Private Wealth team of professionals that help service Bob's clients. Don Bielen, Principal at Perkins & Co Succession, joins Bob and Ryan to discuss the inner-workings of a well-defined succession strategy. Don and his team are focused on advising successful business owners and their families on how to realize value form their ownership, prepare for their exit and preserve and protect the family's assets. We've got a great conversation on tap for you today! Enjoy! Chapters: 0:00 - Introduction and overview on the topic of the day 1:48 - How Bob Bedritis works with his business owner clients 4:22 - Don's background working with family businesses 5:41 - Transferring a family business from the first generation to the second generation 7:24 - The main challenges business owners face when planning their succession 13:25 - The different acts in the life of a business owner 17:35 - Advanced strategies to transfer a family business and reduce taxes along the way 22:50 - When should a business owner start the succession planning process? 28:50 - How to get in touch with Bob and Don for more information 30:20 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube…
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Lessons by the Lake: The Oswego Private Wealth Show
Welcome back to another installment of Lessons by the Lake! In this episode, we're diving deep into a very important topic for business owners surrounding the sale of their business. Joined by Michael Beck, President of Eliciting Excellence, who works as an executive strategist and specializes in helping business owners maximize the value of their various strategic decisions. Together, Michael and Bob assess the timing considerations when a business owner is leaning towards the sale of their business, as well as a few key variables at play during this process. Chapters: 0:00 - Introduction and overview on the topic of the day 1:55 - How Bob and Michael began their professional relationship 5:01 - Insights on Boomer-owned businesses 7:10 - Why Michael is alarmed by some of the statistics he's seeing 9:57 - Bob's father needed someone like Michael to help him navigate these challenges 11:50 - Preparing your business for sale and maximizing the value you'll receive 17:45 - How the human element comes into play during the sale of a business 21:38 - Transparency and clear communication is paramount during these negotiations 24:18 - Michael's key takeaways for selling your business in today's climate 26:17 - How to get in touch with Michael and Bob's respective teams 27:20 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube…
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Lessons by the Lake: The Oswego Private Wealth Show
Family conflicts can wreak havoc on a family-run business, especially when it comes time to transfer ownership of the company from one generation to the next. On the latest episode of Lessons by the Lake, we’re taking a look at how a well-designed succession plan can reduce that risk and help facilitate a transfer that leaves everyone in the family satisfied. Chapters: 0:00 - Introduction and overview on the topic of the day 1:50 - Helping business owners become financially independent of their business 3:38 - How a family business can assess the need for succession planning 5:15 - Where to begin in crafting a well-designed succession plan 9:45 - How a succession plan addresses family harmony 13:29 - The common mistakes families make when designing their succession plan 17:31 - Flexibility is the key to a well-crafted succession plan 18:46 - How to get in touch with Bob and his team 20:45 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube…
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Lessons by the Lake: The Oswego Private Wealth Show
There is an important question that business owners should be asking themselves: How confident are you that your business planning efforts are on track to get you the results you want and need? Unfortunately, many business and wealth plans aren’t fully aligned with their owners’ goals. On the latest episode of Lessons by the Lake, we're examining how a business stress test can help entrepreneurs determine where they stand and what changes may need to be made to keep their companies on track. Chapters: 0:00 - Introduction and overview on the topic 1:52 - Why a business owner should be considering a stress test in the first place 3:48 - What a stress test is meant to uncover within your wealth plan 7:49 - Most of us don't have $500 million in our portfolio 10:30 - The family is the business. The business is the family. 15:12 - The reactions from those who go through a stress testing process 17:05 - An example of a stress test that Bob and his team conducted 20:30 - How you can get in touch with Bob and his team 22:54 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
Welcome back to Lessons by the Lake! This time, we delve into the dynamic world of Virtual Family Offices (VFOs) – a game-changing approach to wealth management that is revolutionizing the way high-net-worth individuals and families handle their financial affairs. Join us as we explore the intricacies of this innovative model and provide insights on how you can get started leveraging its benefits. Joining us on today's episode is Allison Tirado, Elite Advisor Coach at CEG Worldwide, to discuss the tailored services offered, ranging from investment strategies and estate planning to tax optimization and risk management. Allison will also share why the VFO model has been becoming a more popular wealth management model for business owners in today's day and age. Chapters: 0:00 - Introduction and overview on the topic and guest for today's show 1:35 - Allison's unique perspective into Virtual Family Offices 2:45 - What is a Virtual Family Office? 7:03 - It all begins with a deep discovery 9:42 - Putting together a comprehensive blueprint that examines all financial components of someone's life 15:45 - How a stress test is conducted and the value it provides to people 18:45 - The biggest concerns of business owners and high-net-worth individuals 22:26 - Your wealth manager should be looking out for your best interests 25:41 - Wealth personalities can factor into the stress testing process 28:45 - You want your wealth manager to align with your own wealth personality 31:43 - Where to learn more and how to get in touch with Allison and her team 32:30 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
Navigating the sale of your business can be a tricky subject, one with countless considerations and variables at play. One, extremely important, item is the timing of the sale. On the latest episode of Lessons by the Lake, Bob sits down with Nick Stanley, Managing Partner at Crown Point Partners, to provide his insights on this pivotal time for business owners through the lens of an investment banker. Nick sheds some light on key questions business owners should be asking themselves, as well as some action items that should be addressed prior to the sale of a business. Join us for another thought-provoking conversation that's bound to leave you with some takeaways for the sale of your own business. Chapters: 0:00 - Introduction and overview on the topic of the day 1:56 - Background on Nick Stanley 3:34 - Nick's career path that led him to Crown Point Partners 6:43 - Nick's work with the Knight Cancer Institute 9:31 - The types of clients Nick serves and how investment bankers add value to selling a business 12:01 - The timing considerations when a business owner is considering their succession 15:23 - Increasing inflation and interest rates influencing the buyer's perspective 20:55 - Engineering a competitive environment for the sale of a business 24:35 - Examining the good, the bad, and the ugly of a given company 31:22 - Leveraging a systematic process when selling your business 35:28 - Navigating life and family circumstances during the sale of your business 40:26 - Why you should use an investment banker when selling your business 42:20 - How to get in touch with Crown Point Partners 43:30 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
On the latest episode of Lessons by the Lake, we delve into the transformative world of Virtual Family Offices (VFOs) and explore the myriad benefits they bring to individuals and families navigating the complexities of wealth management. Joined by Allison Tirado, Elite Advisor Coach at CEG Worldwide, we're analyzing the strategy behind this innovative approach to financial stewardship. Discover the efficiency and convenience that a Virtual Family Office can offer, allowing for seamless collaboration and coordination among various financial professionals. We explore how VFOs leverage cutting-edge technology to streamline processes, enhance communication, and provide a comprehensive view of one's financial landscape. Timecodes: 0:06 - Introduction and overview on the topic of the day 1:30 - How Bob and Allison became acquainted through CEG Worldwide 3:29 - Background on Allison Tirado and becoming a consultant for wealth managers 7:22 - Allison's past career in acting 9:09 - The difference between a Family Office and a Virtual Family Office 11:23 - Why a business owner should consider a Virtual Family Office 15:30 - The wealth management hierarchy 19:20 - A business owner should know who they can call to deal with significant issues 26:12 - The third act of your life can be the most exciting act of your life! 32:20 - The wealth management formula 37:28 - Leverage a stress test to see if there are gaps in your financial plan 40:27 - How to get in touch with Bob and his team to discuss a VFO model 43:10 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
Running a successful family business takes a tremendous amount of both working hard and working smart, as well as and navigating family dynamics along the way. On the latest episode of Lessons by the Lake, we’re going to examine some of the key mistakes that too many successful family businesses make and how to best avoid them. Timecodes: 0:06 - Introduction and overview on the topic of the day 2:12 - The need for wealth planning when a family business is on the table 4:06 - How a family can tell if a given wealth manager would be right for them 6:15 - Overanalyzing tax reduction or tax mitigation strategies 8:31 - Maintaining family harmony is pivotal to a family's success 14:13 - Being secretive about your wealth 15:32 - Failing to keep accurate and up-to-date financial planning efforts 17:42 - What families should do if they have an outdated wealth plan 21:40 - Selling your family business does not mean failure 24:40 - How to get in touch with Bob and his team 27:11 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
As a business owner contemplates selling their business, oftentimes their life's work, a big misconception can occur. The overall value of their business is misconstrued based on numerous factors and considerations, which leaves the business owner confused. On the latest installment of Lessons by the Lake, we're diving deep into the process of developing a true valuation of a given business. There are countless details incorporated into this process, all of which aimed at providing the business owner with a hard number on what their business is ultimately worth. These conversations are routine for Bob Bedritis and his business owner clients, so let's get right into the details and answer the question: How much is my business really worth? Timecodes: 0:06 - Introduction and overview on the topic of the day 1:45 - The valuation process is crucially important 5:33 - Why a business owner should be prioritizing the valuation process today 7:40 - The latest trends and statistics surrounding the sale of businesses 10:45 - What the valuation process entails and provides to business owners overall 15:32 - Information is power and it allows you to make smart decisions for your future 18:55 - How you can get in touch with Bob and his team to discuss your business 20:40 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
"Living a life of significance" is a phrase that's often discussed on our show among a variety of successful business owners and everyone has a different definition. On the latest episode of Lessons by the Lake, we welcome Barry Garapedian, President & CEO of Mag 7 Consulting, to discuss the impact he's making on today's youth. Mag 7 is a boutique coaching, mentoring, and advisory firm that caters to high-school and college-aged students. The MAG 7 program has distilled and codified key principles of achievement and paths to success which propel young people to meet their highest potentials in all aspects of life. We're thrilled to have Barry on today's show to discuss his work and how he's leading young adults towards amazing lives of significance! Timecodes: 0:06 - Introduction and overview on the topic of the day 2:02 - How Bob met Barry and the professional overlap they experience 3:49 - Barry's background and how he developed Mag 7 Consulting 6:30 - Barry's report card he holds his clients accountable on 11:02 - Life is about so much more than money 13:25 - Laying a foundation for living an amazing life of significance 20:44 - Good habits vs bad habits 24:54 - How long Barry typically works with his students 29:15 - How Bob approaches financial conversations with his client's children 33:03 - You're the median of the 5 people you surround yourself with 36:50 - How to get in touch with Bob and his team 38:59 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
Building a successful business requires an immense level of dedication, hard work and ingenuity along the way. And throughout that journey, a business owner needs to successfully navigate one of the most difficult challenges of all: scaling. On the latest episode of Lessons by the Lake, Bob sits down with Carl J. Cox, Founder of 40 Strategy, to discuss the challenges, as well as the intricacies, of scaling a business in today's day and age. At 40 Strategy, Carl works with CEO's to create strategic plans that sustainably grew organizations anywhere from 2x to 7x. This episode is packed with information and takeaways, which is bound to leave you with some considerations for your own business! Timecodes: 0:06 - Introduction and overview on the topic of the day 1:50 - How Bob Bedritis met Carl Cox and how their worlds collide 4:20 - Carl's professional background and what led him to create 40 Strategy 8:38 - Where the name "40 Strategy" came from and why 90% of strategic plans fail 12:20 - Carl's book "Lost at CEO" and C.A.P.T.A.I.N. strategy 24:03 - People, Process, and Systems 28:10 - The personal issues that impact business owners 34:30 - How Carl defines success 37:54 - How to get in touch with Bob and Carl to discuss these topics 40:02 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
As business owners approach the end of their careers, they often consider a variety of exit strategies. Well, on the latest episode of Lessons by the Lake, we're exploring a strategy that doesn't receive as much attention as a traditional sale of the business. We're joined by Bob Mumford, Area Director at the National Christian Foundation Northwest, to discuss Bob's experience within charitable giving and how business owners have been leaning towards donating their business more and more. This strategy has numerous benefits and we'll be exploring these throughout today's episode! Timecodes: 0:06 - Introduction and overview on the topic of the day 2:14 - Welcoming Bob Mumford to the show 2:30 - How Bob got involved with charitable giving efforts 4:05 - The benefits that a business owner should be considering around donating their business 5:51 - Stories of Bob's clients that have donated elements of their business 8:16 - When should the planning efforts for this strategy begin? 14:05 - Start your business donation efforts earlier than you think 15:50 - The team of professionals you should have involved in this process 18:30 - The different strategies available to business owners within this realm 22:11 - You can gift shares of your S-Corp to charity as well 24:38 - How you can get in touch with Bob and his team 26:05 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
There are countless items that business owners should be evaluating when they are approaching the sale, or even a transition of any kind, of their business! However, there is a key, initial question they should be asking themselves: Is my business transition ready? On the latest episode of Lessons by the Lake, we welcome Chris Smith, Founder of Campfire Effect, for a deep dive into this very question. Oftentimes, in order for your business to truly be ready for a transition, your business needs to have a culture of leadership that flows throughout it. We explore what this culture of leadership looks like and how it can be attained! Timecodes: 0:06 - Introduction and overview on the topic of the day 1:50 - Introducing Chris Smith to the show 4:21 - What is leadership? 10:03 - Chris' backstory and the adversity he faced in his life 15:00 - Growing up in a rodeo family 15:56 - Businesses that are dependent on charismatic leaders 21:51 - What can happen if your transition plan isn't ready to go 25:06 - The four freedoms 29:06 - The regrets associated with selling your business 32:20 - Bob's parents immigrating to America and starting a business 36:12 - How you can get in touch with Chris and Campfire Effect 39:20 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
When the time comes to exit your business and look forward to retirement, there are some vital concerns you should be considering! On the latest installment of Lessons by the Lake, we're pleased to welcome Bonnie Treichel, Founder of Endeavor Retirement, for a great conversation surrounding the retirement planning mistakes you should be avoiding when exiting your business. Bonnie's unique experience as an ERISA attorney and ad advisor helps her bring governance solutions for the day-to-day issues that are an inevitable part of running a successful retirement plan. We're so excited to be joined by her on this episode, which is bound to leave you with some key takeaways for your own business exit strategy! Timecodes: 0:06 - Introduction and overview on the topic of the day 1:25 - What Oswego Private Wealth is all about and how Bonnie aligns with us 3:15 - Retirement planning isn't typically at the forefront of concern when selling a business 5:46 - What due diligence looks like during the sale of a business 8:41 - How many professionals a business owner should have working on their plan? 11:39 - The "set it and forget it" attitude towards a business owner's retirement plan 16:28 - The fiduciary responsibility and how it appears within a benchmarking study 19:36 - Tips for business owners to ensure their employees are on the right track for retirement 21:20 - Secure 2.0 and its impact on retirement plans at large 24:11 - What does it cost to have a retirement plan for a business owner 26:52 - Start your planning with the end in mind 28:33 - How Bonnie has helped business owner clients succeed in their retirement planning 30:28 - How you can get in touch with Bob and Bonnie 30:50 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
We're back with an all-new episode, specifically catered towards our business owner audience! Join us for the latest installment of Lessons by the Lake, where we welcome Julie Markee, an EOS Implementer, Speaker and Executive Coach, for a great conversation on leveraging the Entrepreneurial Operating System (EOS) for Advanced Planning purposes. Julie will shed some light on EOS overall, as well as provide an outline on why so many business owners are utilizing this framework to build successful plans around their business and their personal financial well-being. There's a lot of fantastic dialogue packed into this episode that business owners won't want to miss! Timecodes: 0:06 - Introduction and overview on the topic of the day 1:24 - The big issues facing business owners in today's day and age 4:10 - Who is Julie Markee? 7:33 - The before and after for business owners contemplating the use of EOS 10:30 - How business owners can maximize the value of their company 13:24 - How company culture plays such a vital role these days 17:50 - One tool a business owner could implement right now to help 21:14 - An example of a client that's used EOS to prepare their succession plan 24:33 - What does legacy mean to Julie? 27:18 - What it means to live "The EOS Life" 29:58 - How you can get in touch with Julie and her team at EOS 31:57 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
We all have various personality traits. For example, some of us are introverts while others are extroverts. However, did you know that you also have a wealth personality and it has a big impact as you pursue your financial goals? On the latest installment of Lessons by the Lake, we're examining the topic of high-net-worth personalities. We'll be exploring how you can identify your own and how you can put it to work as you seek to make smart decisions about your wealth! Sit back, relax, and enjoy another enlightening conversation that's sure to leave you with considerations for your own financial well-being. Timecodes: 0:06 - Introduction and overview on the topic of the day 1:20 - What do we mean by a high-net-worth personality type 2:29 - An investors attitude and characteristics needs to be similar to their wealth manager 4:30 - The independent wealth personality 7:50 - Those interested in keeping their wealth private overall 9:43 - The VIPs and moguls 12:10 - The gamblers and innovators 13:57 - The importance of working with a wealth manager that recognizes these HNW types 21:55 - How you can get in touch with Bob's team 25:46 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
In the latest installment of Lessons by the Lake, Bob explores the complex nature surrounding inheritances. The big question surrounding this topic is: Are your heirs ready to deal with the wealth you may be planning to pass on to them someday? It's an unfortunate fact that inheritors often struggle with their windfalls in a way that can be hazardous to the overall wealth. It takes proper planning and clear communication to alleviate any potential problems that could occur with the inheritance itself, as well as the beneficiaries' spending habits afterwards. We all understand the general process behind inheritances, but this episode unveils the intangible elements that come into play, especially when a significant level of wealth is being transferred. So sit back, relax, and enjoy another enlightening conversation that sheds light on a topic we all thought we knew. Timecodes: 0:06 - Introduction and overview on the topic of the day 1:40 - Why inheritances can be a double-edged sword 3:49 - The internal and external conflicts that heirs face 8:15 - Where to start fostering a level of financial education with your heirs 12:48 - The time is now to start discussing your family's wealth with your heirs 15:08 - Start by evaluating your heirs' current views and habits with wealth 18:53 - These discussions are meant for all families, regardless of their level of wealth 21:05 - Your family's wealth manager can assist with this process 24:54 - How to connect with Bob and his team for further discussions 26:30 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
One of the biggest concerns facing affluent families today is how to manage their wealth so that it achieves many goals. From continuing to grow their wealth as it's transferred to younger generations, to aligning the use of that wealth with the values and ideals the family holds dear, to protecting that wealth from creditors and others who might seek to take it unjustly. Often the best place to start is to ensure that your family members are aligned and “on the same page” when it comes to key issues. In the latest installment of Lessons by the Lake, Bob highlights the benefits of utilizing a family constitution and how this can be a great way to establish continuity among family members when it comes to their views on the family's wealth. Enjoy yet another beneficial conversation that's sure to leave you with some takeaways or considerations for your own family's circumstances! Timecodes: 0:06 - Introduction and overview on the topic of the day 1:51 - The challenges that arise when families with significant assets work together to manage them 4:28 - An overview on the Family Constitution and how it works 7:10 - How a family should go about drafting a family constitution for their situation 10:57 - Who from a given family should be involved in these discussions? 14:12 - These are not legally binding documents 15:17 - Who families can turn to with help in maintaining the family constitution over time 18:19 - How to get in touch with Bob and his team at Oswego Private Wealth Management 20:15 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
Affluent families and individuals want to make smart decisions about their wealth, which is exactly why so many of them seek out top financial professionals for advice and guidance. But, it turns out that superior technical expertise in investments and other areas of finance isn’t enough. Those advisors who are truly elite and who can best help their clients, possess an additional quality that’s just as important as their financial acumen. In the latest installment of Lessons by the Lake, Bob and Ryan explore the "human element" and the importance it brings to the wealth management process. Listen as Bob defines the human element as the personal and emotional components of wealth management. Only by understanding everyone and everything that is personally important to the client, can you develop a customized wealth management strategy suited for them. This episode is packed with some great information that's bound to leave you with some considerations for your own wealth manager! Timecodes: 0:06 - Introduction and overview of the topic of the day 1:56 - Why families need to be demanding more from their wealth manager 3:57 - The missing link that many wealth managers are dealing with 5:18 - What is the human element and it's role in wealth management 7:38 - Where the human element comes into play within a stress test 11:56 - Instances where stress tests reveal no issues 13:12 - What Bob would want to see in a wealth manager he would consider working with 16:11 - How Bob conducts his discovery process at Oswego Private Wealth Management 19:39 - How you can get in touch with Bob and his team for a stress test 22:03 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
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Lessons by the Lake: The Oswego Private Wealth Show
Welcome to Lessons by the Lake: The Oswego Private Wealth Show! This is the show where we break down complex wealth management strategies into understandable terms to help you on your path to living an amazing life of significance. In our inaugural episode, we introduce you to Bob Bedritis, Managing Director of Oswego Private Wealth Management, who is committed to building talented teams in assisting business owners and high net worth families in the planning and management of their affairs. To start our show on the right note, Bob provides a detailed overview on the benefits of stress testing your current financial plan. Given the tremendous amount of uncertainty in our world right now, there's never a better time to consider a stress test to evaluate the current and future performance of your established wealth plan. So sit back, relax, and enjoy this thought-provoking episode that's sure to leave you considering this strategy within your own wealth plan. Timecodes: 0:06 - Welcome to the show and an overview on today's episode 1:45 - Introducing Bob Bedritis and his background in wealth management 8:19 - What people can be doing right now to protect their money 9:15 - Why a stress test can be such a valuable process 11:00 - The various items stress tests are meant to evaluate 13:20 - Why someone would have been prompted to see Bob for a stress test 16:35 - The keys to having a stress done well 18:40 - The discovery process during the stress testing experience 21:11 - What does the client leave the stress test meeting with 24:13 - How you can get in touch with Bob and his team for a stress test 26:56 - Closing remarks Connect with Bob Bedritis: Website Facebook YouTube LinkedIn…
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.