Financial independence for women is more than a number on a balance sheet. It requires a focused plan centered on impact and legacy. But its power is only fully realized when it flows with intention — especially through life’s most complex pivot points. Divorce, a business exit, retirement, the loss of a spouse, growing a […]
On this episode of Stewards of Success, Brent and Jeff welcome Tarl Robinson, founder and CEO of Plexus Worldwide, a direct sales organization specializing in health and wellness products and an online income opportunity. Robinson shares how Plexus has transformed since 2008 from a small, single-product company to a global entity with over 400 employees, […]
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How Exit Planning and Estate Planning Work Together For business owners, two of the most consequential financial plans they will ever create are often built in separate conversations, with separate advisors, at separate times. That can be a problem. Exit planning — the process of preparing a business for sale or transition — and estate […]
Being wealthy on paper doesn’t always mean having access to cash when you need it — a reality often described as being asset rich, cash poor. For business owners who haven’t yet exited their company, families with generational wealth concentrated in real estate, or investors holding significant stakes in private equity, high net worth and low liquidity can coexist — and that […]
In this episode of Stewards of Success, Jeff and Brent speak with Phil Beckner, an NBA player development coach and leadership consultant to elite athletes, leaders, and organizations. Beckner leads Driven Basketball, a private coaching company; Be Better. Be Different., a keynote and corporate leadership training business; and Be Better. Be Different. Legacy Foundation, a […]
In this episode of Stewards of Success, we welcome a community titan and humble servant leader, Steve Zabilski, the former executive director of St. Vincent de Paul Phoenix and current CEO of the Virginia G. Piper Charitable Trust. Zabilski shares his unexpected entry into the nonprofit world and how embracing vulnerability and collaborating with others […]
Ask a room of business owners about value, and they’ll often discuss balance sheets, revenue multiples, or EBITDA.1 But working with seasoned leaders, we’ve seen time and time again that a company’s long-term success often hinges less on financial statements and more on something harder to quantify — trust and culture. The Decline of Trust […]
Selling a business is often the biggest financial transaction of an owner’s life. Yet studies show that up to 90% of liquidity events fail — and of those that succeed, most owners leave 50–100% of potential value on the table.1 The difference between a disappointing outcome and a transformative one often comes down to one […]
We see moments like this all the time with clients: cash is tight, an opportunity arises, or a personal expense demands immediate funding. One option that often comes up is borrowing from your 401(k).1 It can feel tempting — after all, you’re borrowing from yourself. But like most financial decisions, the reality is more nuanced. […]
