Lessons by the Lake: The Oswego Private Wealth Show

Lessons by the Lake: The Oswego Private Wealth Show

Por: Bob Bedritis
Welcome to Lessons by the Lake: The Oswego Private Wealth Show!

Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we'll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day.

Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that's bound to leave you with some considerations for your own financial portfolio.

Thanks for checking out our show! Be sure to leave a comment and subscribe on your favorite podcasting platform so you never miss another episode! Enjoy!
35 episodios disponibles

Latest episodes of the podcast Lessons by the Lake: The Oswego Private Wealth Show

Timing the Transition: When and How to Start Exit Planning (Feat: Scott Snider) 21/05/2025
Driving Untapped Growth and Resilience for Business Owners (Feat: Rick Campfield) 07/04/2025
Navigating Business Sales for Maximum Gain (Feat: Johnathan Choe) 24/03/2025
Leverage Accurate Accounting to Drive Efficient Strategy 10/02/2025
Avenues of Opportunity: SBA Loan Strategies for Business Owners 09/12/2024
What Is Your Game Plan? Featuring Paul Menig 16/10/2024
The Founder's Journey with David Howitt 07/10/2024
Is Your CPA an Advisor or a Historian? (Feat. Robert Curtis, CPA) 16/09/2024
Build a Business With Real Intrinsic Value with Craig Wigginton 26/08/2024
The Strategic Pillars of Wealth 10/06/2024
Are You Prepared for the Sunsetting of Estate Tax Exemptions? 20/05/2024
Making Your Business More Sellable and Getting a Higher Price 01/04/2024
The Power of the Right Questions 04/03/2024
An Innovative Approach to Taxes and Accounting 26/02/2024
Estate Planning: The First Step to Business Succession 19/02/2024
Building a Well-Defined Succession Strategy 12/02/2024
Planning on Selling Your Business? Think Again. 05/02/2024
Succession Planning for Family Businesses 29/01/2024
Stress Testing for Successful Business Owners 22/01/2024
Getting Started With a Virtual Family Office 08/01/2024
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