Building Wealth for You & Your Employees with Brian Hartstein
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Release Date: 06/14/2024
The Exit Playbook for Business Owners with Scott Snider
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
For most entrepreneurs, building a business is the dream — but exiting successfully is often an afterthought. Most business owners pour their lives into creating a company only to face regret, financial gaps, or a lack of purpose when it’s time to transition. Today, we’ll uncover what it takes to align your business, personal, and financial goals, so your exit leads not just to financial security, but to significance and fulfillment. Joining me is Scott Snider, President of the Exit Planning Institute (EPI) and a nationally recognized leader in exit planning. Scott started his first...
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The Next AI Revolution with Andrew Amann
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
AI is transforming business at breakneck speed and most entrepreneurs are struggling to keep up. From clunky chatbots to overwhelming tech stacks, many founders and CEOs are wasting time and money chasing trends instead of building real, scalable solutions. And today’s guest is here to explain how the future of AI is already reshaping the way we do business—and how to stay ahead of the curve. Andrew Amann is a serial entrepreneur who has founded 14 companies and successfully exited three of them. He’s the CEO and co-founder of , an award-winning AI agency serving major brands like...
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Lessons from a Reluctant Entrepreneur with Mike Konrad
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
With 80% of new businesses seemingly destined to fail, the odds are stacked against most entrepreneurs. But today’s guest is on a mission to shift that equation. From overcoming financial hardship and a lawsuit that nearly bankrupted him to reshaping his leadership style and creating a winning team culture, today’s conversation is all about what it takes to build and scale a thriving business. Mike Konrad is the founder and CEO of Aqueous Technologies, a public speaker, podcast host, and author of The Reluctant Entrepreneur. Mike shares his 40-year journey in the electronics manufacturing...
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From Family Business to Franchise Empire with Michael Seitz
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Big-box pet stores may offer convenience, but they often fall short when it comes to personalized service, expert nutrition advice, and a deeper overall commitment to pet wellness. Today’s guest recognized this gap in the industry and set out to build a franchise model that delivered on all fronts—without sacrificing community values or sustainability. His goal: to empower local pet store owners with the tools and support to thrive in a competitive market where natural food and nutrition are expected from pet owners. Michael Seitz is the CEO and Chairman of , one of only four...
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Finding Purpose and Optimyzing Your Life with Michael Rovellio
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
After years of service in the U.S. Navy, and a successful career in the corporate world, Michael Roviello found himself battling crippling neck and back pain. This led to a less-than-successful surgery and self-medicating with alcohol and prescription pain meds. When faced with the prospect of having another surgery, he embarked on a healing journey that didn't come with more prescriptions or procedures, but through nature, ancient healing traditions, and deep introspection. Today, Michael is the co-founder of , a wellness studio in Phoenix, Arizona. Optimyze has become a community...
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Mastering Your Mindset with Michael Kohan
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Are you feeling stuck in your personal or professional life, unable to break free from limiting beliefs that hold you back? Many high achievers struggle to find balance and fulfillment, often feeling overwhelmed by stress and self-doubt. In this episode, we dive into proven strategies for transforming your mindset and taking control of your future. Michael Kohan, a certified life coach, speaker, and host of the Your Wellness Yogi podcast, has spent years helping individuals shift their perspectives and cultivate meaningful success. With a background in yoga, mindfulness, and personal...
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The Purpose-Driven Handbook with Carly Pepin
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Many professionals and entrepreneurs struggle with burnout, imposter syndrome, and the challenge of aligning their daily actions with their true passions. Without a clear vision and strategy, it’s easy to lose momentum and feel disconnected from what truly matters. But today’s guest has a proven track record of helping entrepreneurs and business leaders clarify their purpose and build lives that inspire them. Carly Pepin is the Founder and Senior Advisor at West Coast Growth Advisors, a human behavior specialist, coach, and speaker who has spent years helping individuals and business...
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Elevating The Customer Experience with Blake Morgan
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
In a rapidly evolving business landscape, customer experience is no longer just a department—it’s a company-wide mindset. How can leaders create a customer-first culture that drives loyalty, improves engagement, and fuels long-term success? Today’s guest, Blake Morgan, is a globally recognized customer experience futurist, keynote speaker, and best-selling author. She has worked with some of the world’s top brands, helping them redefine the customer journey in an era shaped by technology, AI, and changing consumer behaviors. In our conversation, Blake shared insights from her latest...
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Crafting Your Dream Business with Kristin Steele
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
What does it take to scale a business from the ground up, navigate male-dominated industries, and build a company culture that thrives? As you’ll hear from today’s guest, leaders provide inspiration and remove obstacles to empower their teams. Kristin Steele is a serial entrepreneur and co-founder of and , which are revolutionizing tech solutions for the beverage alcohol industry. With a background in ERP consulting and a keen eye for inefficiencies, she saw an opportunity to modernize an industry still reliant on outdated systems. She took the leap from corporate stability to...
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The Power of Hyperfocus with John Torrens
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
What if the thing you thought was holding you back was your biggest strength? We’ve learned that over 62% of successful entrepreneurs have some form of ADHD. Struggling with distraction, impulsivity, and the constant pull of new ideas is something many people deal with on a daily basis, but what if they were the keys to your success? That’s why I’m thrilled to be speaking with John Torrens. John is an entrepreneur, professor, and author of Lightning in a Bottle: How Entrepreneurs Can Harness Their ADHD to Win—to explore how neurodiversity can be a superpower in business. With...
info_outlineToday's guest is none other than Bayntree's Director of Corporate Development, Brian Hartstein. If you're a business owner looking for advice and strategies on tax planning or creating pensions, Roth IRAs and 401(k) plans, you've come to the right place.
In our conversation, Brian and I are exploring different ways business owners can start preparing–especially with our pretax dollars–to create the best possible financial outcomes not just for themselves but also for their employees.
We'll cover some of the big mistakes business owners make when it comes to pretax spending, how Brian analyzes a prospective client's business to recommend solutions, and why it's so important for entrepreneurs to have a solid financial education of their own.
Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/90
Key takeaways
- The common issues business owners face when it comes to paying themselves out, creating a great company culture, and avoiding tax pitfalls.
- Why so many business owners lack the proper guidance when it comes to financial planning and especially taxes.
- How a third-party administrator can fit into your business structure to help meet your financial goals.
- The ABCs of employee benefits and contribution matching and how to find the sweet spot that works best for you and your employees.
- Why tax planning is only going to get more important over the next 10-15 years–and why there’s no better time to get started than right now.
Interview Resources
- Bayntree Wealth Advisors
- Bayntree Wealth Advisors on YouTube | LinkedIn | Instagram | X/Twitter
- Brian Hartstein, MSFS, CLU, ChFC on LinkedIn