Preparing to Sell a Business - Interview with Linda Ruffenach
The Plentiful Wealth Perspectives Podcast
Release Date: 08/23/2022
Maximizing Retirement Through Better Health: 3 Keys from the Plentiful Wealth Podcast
The Plentiful Wealth Perspectives Podcast
In this episode of the "Plentiful Wealth Podcast," host Jeb Jarrell focuses on a critical but often overlooked aspect of retirement planning: maintaining health to maximize the enjoyment of retirement years. Jeb begins by discussing a recent study revealing that less than half of Americans nearing retirement feel prepared, and emphasizes that even those who do still often neglect their health, which can limit their ability to enjoy activities like travel and spending time with family. He draws from Dr. Peter Attia's book "Outlive," which introduces the concept of the 'centenarian...
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How to Verify Advisor Experience and Credentials via FINRA's Brokercheck Tool
The Plentiful Wealth Perspectives Podcast
Welcome back to Plentiful Wealth Perspectives! As we launch into season two, I'm excited to share a fresh format aimed at delivering concise, impactful advice. Our opening episode addresses a critical question: how do you vet potential financial planners? Here’s what I cover: The Challenge: Distinguishing between financial advisors can be hard, particularly when their services appear similar. Key Tools: BrokerCheck by FINRA is a starting point for vetting advisors, offering access to their history, qualifications, and any red flags. Evaluation Criteria: Discussing what to look for in a...
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Interested in Learning about Angel Investing?
The Plentiful Wealth Perspectives Podcast
Episode 18: Louisville Certified Financial Planner Jeb Jarrell announces his involvement as the Director of the Render Capital Angel Network. Angel investing is an option for individuals who are looking for potential returns resulting in their funding of successful start-ups. The returns can be extremely high, but the same can be said for the risk. Jeb will explain angel investing and why it may be an option you should consider. Did You Like What You Heard Today? As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming...
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Protect Your Reputation - Interview with Nick Carter
The Plentiful Wealth Perspectives Podcast
Episode 17: Louisville Certified Financial Planner Jeb Jarrell interviews Nick Carter. Nick is a navy veteran, he led an IPO for Natural Resource Partners and now serves on several boards. He’ll share perspectives gained through some very interesting experiences is both business and life. Did You Like What You Heard Today? As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life. If you’d like more information about Jeb Jarrell and his firm, visit...
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Selling a Business to Internal Buyers - Interview with Charles Hall
The Plentiful Wealth Perspectives Podcast
Episode 16: Louisville Certified Financial Planner Jeb Jarrell interviews Charles Hall who is the former president of the Association Services Group. He recently sold his interest in the business and is now semi-retired. They’ll discuss how Charles build the business, his transition out of the business and what life is like after the sale of his business. Did You Like What You Heard Today? As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life. If...
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The Journey to Acquisition - Interview with Katie Blakeley
The Plentiful Wealth Perspectives Podcast
Episode 15: Louisville Certified Financial Planner Jeb Jarrell interviews Katie Blakeley. She rose to lead PetFirst, a pet insurance company and played a significant role in its growth and ultimate sale to MetLife. Jeb and Katie explore her journey and what she learned. I’d like to thank Katie Blakeley for taking the time to share her candor and advice for those who are thinking about selling the business or are beginning the process. It’s going to be an adventure. At the end of the day, you should sit down with a qualified, investment advisor who can help you to...
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Preparing to Sell a Business - Interview with Linda Ruffenach
The Plentiful Wealth Perspectives Podcast
Episode 14: Louisville Certified Financial Planner Jeb Jarrell interviews Certified Exit Planning Advisor (CEPA) Linda Ruffenach, with Execuity. She was the CEO of a large company. Now, she works with other business owners who are ready to begin maximizing the value of their companies and planning for succession. Linda and Jeff will discuss the process of succession planning and related topics. Meet Linda Ruffenach Linda owns Execuity Value Advisors. She and her team work with business owners to maximize the value and profitability of their businesses as a preliminary...
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Selling a Business - Interview with Andrew McIntosh
The Plentiful Wealth Perspectives Podcast
Episode 13: Louisville Certified Financial Planner Jeb Jarrell interviews entrepreneur Andrew McIntosh. They’ll discuss Andrew’s journey and the eventual selling of his company, SKYE Technologies. Andrew is a cyber-security expert. We’d like to thank Andrew McIntosh for taking the time to share his journey and perspectives. At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your strategies. A good advisor will bring a solid perspective, but also know how to develop and implement your...
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An Introduction to Bonds
The Plentiful Wealth Perspectives Podcast
Episode 12: Certified Financial Planner Jeb Jarrell discusses bonds. He’ll explain a few different types of bonds and how they work as an investment. Depending upon the state of the economy, your bond strategy has a specific role as part of your overall, financial portfolio. Let’s listen to Jeb explain the how you may be able to use bonds more effectively to accomplish the goal of Maximizing Your Return on Life. At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your investment strategies. A good...
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Conversation with Estate Planning Attorney Matt Doane
The Plentiful Wealth Perspectives Podcast
Episode 11: Certified Financial Planner Jeb Jarrell is joined by estate planning attorney Matt Doane for an important discussion. A comprehensive financial plan should take into consideration estate planning issues for you, your heirs and your estate. Would You Like to Contact Estate Planning Attorney Matt Doane? Phone: (502) 602-0008 Website: At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your investment strategies. A good advisor will bring a solid perspective, but also know how to develop and...
info_outlineEpisode 14: Louisville Certified Financial Planner Jeb Jarrell interviews Certified Exit Planning Advisor (CEPA) Linda Ruffenach, with Execuity. She was the CEO of a large company. Now, she works with other business owners who are ready to begin maximizing the value of their companies and planning for succession. Linda and Jeff will discuss the process of succession planning and related topics.
Meet Linda Ruffenach
Linda owns Execuity Value Advisors. She and her team work with business owners to maximize the value and profitability of their businesses as a preliminary step to transitioning their roles. The end result is the execution of a successful succession to new owners and/or leaders. Linda comments that all business owners will eventually leave their respective businesses, either on their terms or someone else’s terms.
We’d like to thank Linda Ruffenach for taking the time to share her perspective and advice for business owners considering the sale of a business.
At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your strategies. A good advisor will bring a solid perspective, but also know how to develop and implement your strategy. You can schedule a meeting with Louisville Certified Financial Planner Jeb Jarrell, by clicking this link.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!