Timing, liquidity and follow-on tranches

In this episode, Regan Archibald shifts the conversation from physical longevity to financial longevity, exploring why financial stability is one of the strongest predictors of overall health. Joined by wealth experts Bryan Sweet and Sonu Varghese, the discussion unpacks the biggest risks entrepreneurs face—especially unexpected tax burdens when selling a business—and introduces the powerful concept of creating a “tax asset” to offset capital gains without losing investment growth. Through real case studies, they reveal how proactive planning, strategic portfolio design, and collaboration with the right advisors can save clients hundreds of thousands to millions in taxes while maintaining liquidity, reducing risk, and fueling long-term lifestyle freedom. The episode emphasizes that true longevity requires both optimized health and optimized finances—and that smart tax strategy is essential to building the ageless future you envision.

Bryan J. Sweet, CLU, ChFC, MSFS, is the Managing Partner and Wealth Advisor at Sweet Financial Partners and a multi-year Forbes Best-in-State Wealth Advisor. Since launching his career in 1979, he has helped clients design purposeful retirements through his proprietary framework, The Dream Architect™, which blends strategic distribution planning with achieving life’s biggest goals. Bryan also co-leads the Elite Wealth Advisor Symposium, mentoring top advisors nationwide in scaling, marketing, and team excellence. His passion is helping others build world-class practices while creating the freedom to live their own dream-driven lives.

Personal LinkedIn: https://www.linkedin.com/in/bryansweet/
SFP LinkedIn: https://www.linkedin.com/company/sweet-financial- partners/mycompany/?viewAsMember=true
SFP Website: https://sweetfinancial.com/ EWAS Website: https://www.ewasymposium.com/ewas-home

Sonu has over 20 years of experience in the asset management industry and leads Carson Group’s asset allocation team, shaping the firm’s market outlook and providing macro, policy, and portfolio guidance to more than 130 partners overseeing $42 billion in assets. He manages multiple strategic and tactical allocation models on the Carson Investment platform and specializes in the intersection of markets, the economy, and policy. Previously, he served as Partner and Director of Research at Convex Capital Management, where he co-managed portfolios and developed proprietary economic indicators across 30 countries. Sonu began his finance career while completing his Ph.D. in Mechanical Engineering at Purdue University, following both an M.S. from Purdue and a B.E. from the National Institute of Technology in India.

LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/  
X: https://x.com/sonusvarghese  

LIKE/FOLLOW/SUBSCRIBE AGELESS FUTURE:

• YouTube -https://www.youtube.com/@ReganArchibald / https://www.youtube.com/@Ageless.Future
• LinkedIn: https://www.linkedin.com/in/regan-archibald-ab70b813
• Instagram: https://www.instagram.com/ageless.future/
• Facebook: https://www.facebook.com/AgelessFutureHealth/