Nov 8, 2023
In this episode with Mike Olson from WealthPoint, we talk about how crucial it is for business owners, including founders and those thinking about selling their businesses, to have customized financial and insurance plans.
Mike highlights the importance of creating solutions that fit each individual's unique needs. He also emphasizes the significance of having open and thorough discussions with financial experts rather than rushing into decisions.
Mike points out that it's essential to consider the broader context and thoroughly understand the specific goals of each client. As well as discussing a range of financial and insurance strategies tailored to different stages of a business owner's journey, all aimed at providing guidance and helping them make well-informed choices.
What You’ll Learn:
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The importance of crafting personalized financial and insurance plans tailored to the unique circumstances and goals of business owners, including founders and those planning to exit their businesses.
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The significance of involving financial professionals, business partners, and experts.
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How to avoid hasty decisions and embrace flexibility.
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https://podcasts.apple.com/us/podcast/founders-guide-post/id1648393214
Links & Resources:
mike@wealthpoint.net
https://wealthpoint.net/
Connect with Mike on LinkedIn
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About Mike Olson:
Mike Olson is a Partner and one of the original founding members at WealthPoint. With over 25 years of experience in the industry, Mike has cultivated a profound expertise in collaborating with ultra-affluent families, business owners, and their teams of advisors. His primary focus lies in helping them assess, structure, and optimize insurance portfolios within the context of their comprehensive financial plans.
Originally hailing from Akron, Ohio, Mike pursued a Bachelor of Science in Finance from Miami University of Ohio before relocating to Arizona, drawn by the enticing weather. Since 1998, he has been happily married and is a proud father of three daughters. Beyond his professional pursuits, Mike dedicates his free time to participating in and training for triathlons and biathlons. He also finds enjoyment in the thrill of mountain biking adventures.