For how long would your business survive if you were forced to leave it unattended for a few months?In this episode, Melissa Yano joins us to discuss financial planning for small and medium-sized business owners and sheds light on planning and securing businesses' financial future. Melissa is the President of Capital Wealth Planner and a seasoned financial planner and advisor with almost two decades of experience in the field. She combines her vast technical knowledge with her passion for supporting her client's financial goals and making them possible.Listen to episode 55 of On Life With Helen and learn how to prepare your business for the unexpected, guarantee smoother transitions, and ensure things will keep flowing even if you have to stay away for a while. Melissa also details the devastating effects of messy or unplanned exits, explains why financial planning is so hard for most people, and debunks the myths about financial planning for businesses.Plus, Melissa shares expert advice on crafting succession plans, the power of buy-sell agreements, strategies for balancing personal and business finances, and much more.In This Episode, You Will Learn:The differences between financial planning for business and personal financial planning (2:40)Melissa talks about the most common challenges in financial planning for business (8:50)Why insurance is crucial in financial planning (14:00)Learning to identify (and ignore) market noise (18:50)It's okay not to be a financial expert. Even if you are a business owner (25:10)Connect with Melissa Yano:WebsiteLinkedInFacebookLet's Connect!EmailLinkedInWebsite - Ornellas InsuranceFacebook Page - Ornellas & Associates Insurance ServicesFacebook Profile Helen Ornellas Lanham Hosted on Acast. See acast.com/privacy for more information.

Ver todos los episodios