Tim sits down with Dale Shafer, founder of Life Moves Wealth Management, to discuss fee-only financial planning and the art of preparing for a successful business transition. Dale offers invaluable insights for business owners and individuals seeking to align personal and business financial goals.
In this episode, you’ll learn why most businesses struggle to transition, how to start planning early, and the role of financial purpose in achieving meaningful success.
—————————————————— Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!
