Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
Introduction
00:00 • 2min
What Does Exit Planning Really Mean?
02:09 • 3min
Are You Making the Biggest Mistakes in Selling Your Business?
04:46 • 2min
How Do You Accelerate the Liquidity Event?
06:59 • 3min
Are You Telling Me That Centralized Leadership Matters?
10:25 • 4min
Are You a Cross Disciplined Investor?
14:06 • 4min
The Mental Shift in Hedge Fund Management
17:51 • 2min
How to Mimize Taxes on a Liquidity Event
19:56 • 2min
What's the Pros and Cons of the Sales Trust?
21:32 • 2min
How to Plan a Ten Million Dollar Business?
23:33 • 2min
Investing in a 60 Forty Index Portfolio - Is That Tax Advantage?
25:24 • 2min
What Are the Limitations of Taking Out a Loan?
27:24 • 2min
Deferred Sales Trusts and Charitable Trusts
29:20 • 2min
Investing in a Charitable Trust
31:23 • 3min
Is There Any Restrictions Around Private Placement Life Insurance?
34:19 • 2min
Life Insurance
36:33 • 2min
Life Insurance - Is There a Limit to That?
38:34 • 3min
Investing in Real Estate
41:04 • 2min
Is There a Minimum Sales Price for a Deferred Sales Trust?
43:29 • 5min
Investing in a Derivative Strategy
48:31 • 2min
Captive Insurance
50:03 • 2min
Having a High Return, Highball Strategy
52:12 • 2min
Estate Planning
54:02 • 3min
Investing in Real Estate
57:02 • 2min
Investing in Diversified Portfolios
58:42 • 2min
Is 60 Forty Portfolios a Good Investment?
01:00:22 • 2min
You're Earning Their Trust Right Away
01:02:00 • 3min
You Don't Like the Opera, or Like the a Fairy Tale
01:05:21 • 2min
Mutiny Fun Podcast
01:07:32 • 2min