EP 215 Essential Estate Planning for Business Owners with Oscar Vasquez
Release Date: 03/27/2025
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[FIXED] EP 240 Running Retreats as a Couple: Behind the Scenes at Blisstopia Retreats with Mark and Lana Royce
The Retreat Leaders Podcast
In this episode of The Retreat Leaders Podcast, Shannon sits down with Mark and Lana from Blisstopia Retreats to talk about what it really takes to co-facilitate powerful retreats—and build a business together without losing your minds (or your marriage). Mark and Lana share their journey from psychotherapy and martial arts to running over 60 retreats and living on-site at their stunning Arizona retreat villa. With over 7,000 sq ft of curated wellness space, they've built a business based on balance, service, and transformation. You’ll hear: Why co-leading retreats is a dance of trust,...
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EP 240 Running Retreats as a Couple: Behind the Scenes at Blisstopia Retreats with Mark and Lana Royce
The Retreat Leaders Podcast
In this episode of The Retreat Leaders Podcast, Shannon sits down with Mark and Lana from Blisstopia Retreats to talk about what it really takes to co-facilitate powerful retreats—and build a business together without losing your minds (or your marriage). Mark and Lana share their journey from psychotherapy and martial arts to running over 60 retreats and living on-site at their stunning Arizona retreat villa. With over 7,000 sq ft of curated wellness space, they've built a business based on balance, service, and transformation. You’ll hear: Why co-leading retreats is a dance of trust,...
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EP 239 Beyond the Logo: Branding That Sells Retreats with Kara Hollinger
The Retreat Leaders Podcast
Your brand is more than a logo—it's the energy, clarity, and trust that sells out your retreats before you even open registration. In this episode, Shannon sits down with Kara Hollinger, founder and creative director of Made Outside, to explore how powerful branding and a cohesive online presence directly influence retreat success. They dig into: Why authenticity is your brand’s biggest asset How storytelling builds trust and drives bookings Common branding mistakes retreat leaders make Aligning your website, social media, and messaging to serve your ideal client How to communicate your...
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Outgrowing Clients & Owning Your Worth as a Retreat Leader with Raisah Bickram
The Retreat Leaders Podcast
In this empowering episode of The Retreat Leaders Podcast, Shannon Jamail is joined by retreat host and business coach Raisah Salima Bickram for a deeply honest conversation about evolution, alignment, and energetic pricing in the retreat world. Together, they unpack what it means to outgrow clients, roles, and retreat formats—and how to move forward in integrity and confidence. Raisah shares her journey of raising her prices, honoring her worth, and navigating the guilt that can come with letting go of what no longer fits. Shannon and Raisah also dive into: Pricing from a place of energy...
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EP 238 Beyond the Retreat: Hybrid Business Models for Maximum Impact with Alison Katschkowsky
The Retreat Leaders Podcast
Can you build a retreat business that isn’t bound by location—and actually expands your impact? In this episode of The Retreat Leaders Podcast, Shannon chats with long-time health and fitness expert Alison Katschkowsky about building a hybrid retreat business model that combines the power of in-person transformation with the scalability of online programs. Alison shares her 30+ year journey from brick-and-mortar fitness to digital expansion, and how she now helps other entrepreneurs add retreats as a powerful layer to their business—without overhauling their structure. They dive into: ...
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EP 237 True North Leadership: Building Profitable Men’s Retreats with Brent McCann
The Retreat Leaders Podcast
In this episode of The Retreat Leaders Podcast, Shannon sits down with Brent McCann, founder of the True North Retreat, to talk about the rising tide of men’s retreats—and what it takes to make them successful and sustainable. Brent shares how he transitioned from corporate HR into the retreat space, the lessons learned from his first Sedona retreat (including the power of trusting the process), and how he’s now crafting a profitable, aligned retreat business. They dive into: Why men book differently than women—and how to speak directly to them Pricing strategies that work (and how...
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Why Most Retreat Leaders Fail to Sell Out — and How to Fix It with Erin Haag
The Retreat Leaders Podcast
Retreat not filling up? You’re not alone—and it’s probably not your price. In this power-packed episode, Shannon Jamail is joined by pricing and profit strategist Erin Haag to break down the real reasons most retreats fail to sell out—and exactly how to fix it. From outdated marketing approaches to misaligned pricing strategies, they unpack the blind spots that hold retreat leaders back from profitability. Erin shares her proven formula for pricing retreats using math over emotion—and the key profit margins every retreat business should aim for. Shannon and Erin also talk about...
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EP 236 From Sold-Out to Profitable: Mastering Retreat Marketing & Loyalty with Leni Cavazos
The Retreat Leaders Podcast
Most retreat leaders aren’t just undercharging… they’re under-profiting. In this powerhouse episode of The Retreat Leaders Podcast, Shannon Jamail is joined by Leni Cavazos—event strategist, loyalty marketing expert, and former Ritz-Carlton powerhouse turned retreat business mentor. Together, they unpack why up to 90% of retreats aren’t actually profitable—and how to shift that. You’ll learn: Why retreat leaders must treat their business like a business (not a hobby) What loyalty marketing actually is (and how to start it from day one) The biggest pricing mistake even...
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EP 235 Who Do You Need to Become? When Your Retreat Planning Isn’t Working
The Retreat Leaders Podcast
Hey retreat boss—it’s time for a heart-to-heart. In this solo episode, Shannon Jamail gets real about a truth that most retreat leaders avoid: 👉 If your retreat planning isn’t working, it’s not just your strategy—it’s your identity. Whether you’re dreaming of your first retreat or you’ve been in the game for years, this episode is your wake-up call to stop hustling like someone who hopes to succeed—and start embodying the retreat leader who already is. ✨ Shannon breaks down how to align your actions, energy, and environment with the version of you who fills retreats with...
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EP 234 Scroll-Stopping Content: Retreat Marketing with a Social Media Pro with Alessia Tenebruso
The Retreat Leaders Podcast
In this episode of The Retreat Leaders Podcast, Shannon Jamail is joined by Alessia Tenebruso—founder of One Girl Travel, retreat content creator, and social media strategist—for a juicy convo on how to create social media that actually converts. Alessia shares the importance of having a dedicated content creator or social correspondent at your retreats to capture authentic, behind-the-scenes moments that build trust and spark FOMO (the good kind). They dive into how retreat leaders can stay visible and aligned online without burning out, plus tips on using platforms like Instagram,...
info_outlineWelcome to our latest episode where we delve into the crucial topic of estate planning and business continuity with Oscar Vasquez, a state planning software coordinator. This discussion is not just for personal asset management but is especially tailored for entrepreneurs who wish to secure their business's future.
Estate Planning and Business Continuity Oscar kicks off our discussion by emphasizing the importance of having solid estate plans in place, which includes everything from wills to detailed Standard Operating Procedures (SOPs). He shares an enlightening story about a bakery owner who successfully protected his business for future generations through meticulous legacy planning. The conversation, however, highlights that while Oscar's company provides software solutions for such planning, they do not directly integrate SOPs into their systems or templates.
Living Trust and Affordable Legal Assistance Understanding the concept of a living trust can be daunting. Oscar breaks it down simply as a contract meant to safeguard one’s assets for their beneficiaries, bypassing the need for lengthy probate hearings and avoiding hefty taxes. He proudly discusses how their service fills the gap between costly attorney fees and often insufficient DIY solutions, offering a middle-ground service that's both comprehensive and financially accessible.
Software Solutions for Trust Management The benefits of using specialized software for trust management are vast. Oscar shares how their platform allows for unlimited changes, enabling users to adjust their plans as life situations evolve. He shares a touching story of a young couple using the trust to start saving for their future grandchildren's education, illustrating the personal and proactive nature of estate planning.
Navigating Probate and Protecting Your Legacy Oscar explains the often misunderstood process of probate, detailing how it can expose estates to public scrutiny and potential scams, and significantly delay beneficiaries' access to bequeathed assets. To underscore the importance of a well-structured estate plan, he offers a discount code for listeners looking to start their journey in safeguarding their business and personal assets.
Closing Thoughts As we wrap up, Oscar’s insights remind us of the critical role estate planning plays not just in personal asset management but in ensuring the continuity and protection of a business. Listeners are encouraged to consider how they can apply these principles to their own business ventures to ensure a lasting legacy.
Connect with Oscar
Website https://estatedocprep.com/
24/7 Client Assistant AI phone number for Audience Question 805-909-4689
Download Free comprehensive Estate Guide https://estatedocprep.com/guide
For the First 10 members of audience to get a living trust get a $1000 discount code for a Comprehensive Living Trust, use Discount Code: LEADERS
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