South Carolina Public Radio – Finger Financial Five 175

I was recently interviewed by Mike Switzer of the South Carolina Business Review (Part of South Carolina Public Radio).

We covered some of the high-level aspects that business owners should keep in mind to plan for the next chapters of their business and personal lives, including:

  • What exit/succession planning is?
  • How planning for succession can unlock new levels of growth?
  • How to begin the succession planning process?

Give it a listen here.

We go more in-depth on this topic on our website: https://riverbendwealthmanagement.com/services/exit-planning/

On the lighter side, our current Riverbend intern, Elliott Finger, and I are at the Stratos National Convention, learning and sharing information with our peers.

Hope all is well with your family,


Finger Financial Five – 5 points in 5 minutes or less – is to provide you with a weekly shot of useful financial information.  My intention is to share principles, so that you will have more clarity, that help you make better financial decisions.

Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor.  Stratos Wealth Advisors, LLC and Riverview Wealth Management are separate entities.

The information presented in this newsletter is the opinion of the writer and do not reflect the view of any other person or entity.  The information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies.  This is for information purposes only and should not be construed as an investment recommendation. 

Past performance is not necessarily indicative of future results, and there is no assurance that the investment objective will be achieved or that the strategies employed will be successful. All investments involve risk and, unless otherwise stated, are not guaranteed.

The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.


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