Let’s Buy a Business

W2 to Owner - Get Your Finances in Order with Dave Lowell

Sep 20, 2022

34:00

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Episode notes

Introduction

4min

The Importance of a Strategy Early On

2min

How to Make the Switch From W2 to Business Owner

2min

The Importance of a Business Foundation

3min

Building Blocks for Success

2min

How to Deal With a Spouse Who Isn't on the Same Page

3min

How to Have Hard Conversations With Your Spouse

3min

How to Sell Your Business

5min

How to Make a 60 Day Rollover

2min

10.

The Psychology Effect of Two Days

2min

11.

How to Start a Personal Finance Community

3min

12.

The Importance of Financial Independence

3min

Dave Lowell is fantastic. He’s not your parents’ financial planner where there is no fun till you hit 65. Dave is a financial planner that wants you to have fun too.

We dive into...

W2 to Business Owners' Success
What HNW earners do
Building your Financial Foundation
Conversations with your Spouse
Capital position - a new term for me but this is awesome Episode Resources
Let’s Buy a Business: Narrowing Down My Criteria for My Business Acquisition Search

Connect with Dave Lowell