Why We Plan Podcast
1) The Emotional Maze of Exit Planning with Charis Santillie, CFLC, CFT
In this insightful episode of "Why We Plan," host John Brown welcomes Charis Santillie, CFLC, CFT, a life coach specializing in the emotional aspects of Exit Planning for entrepreneurs and business ow...Show More
2) Breeds of Exit Planning: An ESOP Conversation with Kelly Finnell
In this insightful episode of "Why We Plan," host John Brown, founder of BEI, is joined by Kelly Finnell, a distinguished expert in Exit Planning & ESOPs, and a longtime friend of BEI. Discover why E...Show More
3) The Art of High Wealth Estate Planning: Insights from Vince D'Addona
In this episode, our host John Brown, founder of BEI, delves into Vince D'Addona's journey and development of his Exit Planning practice, highlighting his expertise in guiding business owners through ...Show More
4) Empowering Business Owners: Exit Planning Opportunities with Izak Smith
"Why We Plan" host John Brown, founder of BEI, discusses the intricacies and importance of Exit Planning with Izak Smith, an experienced Exit Planning advisor. This episode delves into Smith's journey...Show More
5) Exit Planning Evolution: Jim Carlisle's Transformative Journey
Happy New Year, and welcome to another episode of "Why We Plan"! We're joined by Jim Carlisle, a seasoned lawyer and preeminent member of BEI. With over three decades of experience, Jim shares how his...Show More
6) Strategic Insights: Bruce Willey's Path in Exit Planning
In this insightful episode of "Why We Plan," host John Brown, founder of BEI, is joined by Bruce Willey, an experienced attorney and CPA. They delve into the nuances of exit planning, exploring Bruce'...Show More
7) Planning the Future: A Newcomer's Journey in Exit Planning with Simon Horowitz
In this engaging episode of "Why We Plan," host John Brown, founder of BEI, speaks with Simon Horowitz, a new Exit Planner nearing the end of his certification journey. Simon shares his experiences in...Show More
Planning the Future: A Newcomer's Journey in Exit Planning with Simon Horowitz
11:27 | Nov 30th, 2023
8) Unlocking Business Growth: The Art of Delegation with Stuart Sorkin
In this episode of "Why We Plan", John Brown, founder of BEI, sits down with Stuart Sorkin, a seasoned attorney and CPA, delves into the transformative power of strategic delegation and goal alignment...Show More
9) Charting Successful Exits: Ken Rumbaugh's Journey with Business Owners
In this episode of "Why We Plan", John Brown, founder of BEI, sits down with Ken Rumbaugh, an advisor who specializes in business & exit planning. Together, they delve into the intricacies of Exit Pla...Show More
10) The Power of ESOPs: Navigating Business Exit Strategies with David Blauzvern
In this episode of "Why We Plan," John Brown, founder of BEI, interviews David Blauzvern from CSG Partners. This discussion revolves around Employee Stock Ownership Plans (ESOPs), their benefits, and ...Show More
The Power of ESOPs: Navigating Business Exit Strategies with David Blauzvern
15:25 | Oct 12th, 2023