A Gift that Changes the Game: How to Approach Transformational Giving
Release Date: 08/20/2025
Post-Exit Planning: How to Manage Your Investments & Cash Flow After Selling Your Business
Between Sips
For business owners, the day you sell your business can feel like you’re crossing the finish line. In reality, it’s actually just a new starting point for the beginning of your post-exit life. One of the biggest questions we hear after a successful sale is “What should I do with all this money?” In this episode, Jessica and Emily tackle the financial side of post-exit life: the benefits of a cash strategy, why you should be thinking about your portfolio’s total return (not just income), and why behavior is often the biggest threat to long-term investing success. Tune in to learn more...
info_outline
Life After Ownership: Defining Your Next Chapter After You Sell a Business
Between Sips
“Liquidity can open a lot of doors, but purpose tells you which ones to walk through.” Selling a business is an amazing accomplishment, but it is often followed by an identity crisis that can leave former business owners in a spiral. The purpose you committed yourself to every day is suddenly gone – what’s your purpose now? In this episode, we discuss how to approach life after business-ownership: how to find fulfillment, what to do with the money, and where to look for your next project.Whether that’s joining a board, angel investing, or pursuing philanthropic...
info_outline
A Gift that Changes the Game: How to Approach Transformational Giving
Between Sips
What if your giving could transform an organization’s future? In this episode of Between Sips, we share how to approach extraordinary charitable gifts—whether $25K or $25M—with intention and impact. We’ll cover the four factors to consider, smart questions to ask the charity, and how to navigate recognition, structuring your gift, and assessing impact. Tune in to learn how to turn generosity into truly strategic giving. Connect with Monument Wealth Management:
info_outline
Thinking of Moving or Retiring Abroad? Listen to This Episode First
Between Sips
Welcome to the inaugural episode of “Between Sips,” a new podcast from Monument Wealth Management where we look at big questions at the intersection of money and meaning. In this episode, we’re answering the question: Should I move–or invest–abroad? We talk about what to expect, what’s involved, and how to prepare. When people dream of retiring abroad, they typically think of margaritas on the beach and sipping wine in the Riviera, not the intricacies of international tax laws. From visas to tax issues to cost of living and more, moving to a foreign country comes with a lot of...
info_outlineWhat if your giving could transform an organization’s future? In this episode of Between Sips, we share how to approach extraordinary charitable gifts—whether $25K or $25M—with intention and impact.
We’ll cover the four factors to consider, smart questions to ask the charity, and how to navigate recognition, structuring your gift, and assessing impact. Tune in to learn how to turn generosity into truly strategic giving.
Connect with Monument Wealth Management: