Entrepreneur Aligned Podcast
Tiffany and Jarrod from Entrepreneur Aligned reveal all of their financial and life strategies for successful entrepreneurs because after all, your success should feel satisfying. In these conversations, case studies, and interviews with entrepreneurs you’ll discover how you can leverage your business success to create an even better life for you and your family by optimizing how you use your principle resources - time, energy, attention, and capital. If you are wondering what comes after success or looking for tips that you can implement in your entrepreneurial journey, then you’ve come to the right place. So have a listen, share a laugh, and grab a drink so that you can enjoy a successful sip with us. Hit subscribe, and you’ll be empowered each week by a fresh outlook, equipped with new tools and strategies, so that you may realize your highest potential and achieve the fulfillment you’ve been waiting for. This podcast is intended for general informational purposes and does not constitute a recommendation of any type. Please seek advice from your tax, legal, and financial professional prior to taking action. Securities Offered through Destiny Capital Securities Corporation, member FINRA/SIPC
info_outline
Finite vs. Infinite Games in Business Planning
12/16/2024
Finite vs. Infinite Games in Business Planning
In this episode of the Entrepreneur Aligned podcast, host Jarrod Musick delves into the concept of finite versus infinite games in the context of business planning. Drawing from consultations with business owners facing acquisition offers, Jarrod explores the strategic decision-making process of whether to sell or continue operating a business. He highlights the importance of identifying whether you are pursuing finite goals with clear endpoints or playing an infinite game driven by long-term enjoyment and fulfillment. Jarrod also discusses various strategies for managing risk, such as leveraged buyouts and equity financing, and emphasizes the need for personal financial planning in business decisions. Whether you're contemplating an acquisition offer or aiming to sustain your business for the long haul, this episode provides valuable insights into aligning your business strategy with your personal goals. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/34463975
info_outline
Charitable Giving: A Framework for High-Cash-Flow Individuals
12/02/2024
Charitable Giving: A Framework for High-Cash-Flow Individuals
In this week's episode, host Jarrod Musick shares insights on structuring charitable giving as your cash flow increases significantly. Learn how to prioritize organizations, define your impact, determine optimal giving cycles, and adapt your plans to changing circumstances. Jarrod provides a simple, actionable framework to ensure your generosity aligns with your values and goals. If you're ready to give with intention and clarity, this episode is for you! ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/34233390
info_outline
Protect Your Legacy: Information Management with Family
11/15/2024
Protect Your Legacy: Information Management with Family
Join host Jarrod Musick on Entrepreneur Aligned as he delves into the critical topic of family information management and financial access planning. In this episode, Jarrod explores information management and sharing within families. With more data to track than ever, Jarrod discusses the challenges of maintaining organized access to financial accounts, investments, and key documents—crucial for both everyday life and long-term planning. He explores practical strategies to ensure your loved ones have the necessary access and information, from estate and business continuity planning to managing private investments and digital assets. This episode is a must-listen for entrepreneurs focused on safeguarding their family’s future, simplifying complex financial matters, and building a lasting legacy across generations. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/33941307
info_outline
Entrepreneur Aligned: Navigating the 2025 Estate Tax Shift
11/01/2024
Entrepreneur Aligned: Navigating the 2025 Estate Tax Shift
Join host Jarrod Musick on Entrepreneur Aligned as he breaks down the upcoming changes to federal estate tax law set to take effect at the end of 2025. In this episode, Jarrod explains how these changes—halving the current estate tax exemption—may impact business owners and their families, even if they aren't feeling the effects now. Learn about key strategies to preserve your assets and minimize tax burdens, from spousal lifetime access trusts to life insurance trusts, and more. This episode is a must-listen for entrepreneurs planning to pass down wealth, protect family-owned businesses, and make informed financial decisions across generations. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/33725572
info_outline
Mapping Business Cash Flows to Personal Financial Goals
10/18/2024
Mapping Business Cash Flows to Personal Financial Goals
In this episode of the Entrepreneur Aligned Podcast, host Jarrod Musick explores the intricate relationship between business cash flows and personal financial outcomes for business owners and their families. He discusses the challenges of financial planning in the unpredictable world of entrepreneurship, emphasizing how to balance risk, manage cash reserves, and make strategic decisions that support both business growth and family goals. Jarrod dives into practical strategies for aligning business profits with personal lifestyle needs, planning for outlier years, and making smart investment decisions to build long-term wealth. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/33489617
info_outline
Navigating Debt Strategies in a Shifting Interest Rate Environment
10/04/2024
Navigating Debt Strategies in a Shifting Interest Rate Environment
In this episode of the Entrepreneur Aligned podcast, host Jarrod Musick dives into the changing landscape of interest rates and how entrepreneurs can strategically utilize debt to fuel business and personal growth. With interest rates gradually declining after years of rising costs, Jarrod explores various types of debt—ranging from mortgages and portfolio-based loans to SBA and private lending. He offers actionable insights on refinancing, optimizing credit, and preparing for future opportunities as the financial environment evolves. Tune in for valuable tips on leveraging debt as a component of your long-term success! ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/33329317
info_outline
Navigating Equity Management in Growing Businesses
09/20/2024
Navigating Equity Management in Growing Businesses
In this episode of the Entrepreneur Aligned Podcast, host Jarrod Music dives into a critical aspect of business ownership—equity management. As businesses grow beyond a single owner, managing multiple equity owners and partners becomes essential. Jarrod explores the complexities of ownership structures, voting rights, and long-term strategic planning. He highlights how equity management impacts personal financial outcomes, retention of control, and the alignment between business strategy and personal goals. Tune in for key insights on making informed decisions regarding your business and financial success. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/33127067
info_outline
Navigating Private Real Estate Investments: Strategies for Entrepreneurs
09/06/2024
Navigating Private Real Estate Investments: Strategies for Entrepreneurs
In this episode of the Entrepreneur Aligned Podcast, host Jarrod Music delves into the intricacies of private real estate investments, a popular asset class among entrepreneurial families. Jarrod discusses the two primary approaches to real estate investing: cash-flowing properties and appreciation-driven projects. He provides valuable insights into single-family homes, multi-family units, commercial properties, and syndications, helping listeners understand the potential returns, risks, and management demands of each type. Whether you're a seasoned real estate investor or considering your first property, this episode offers practical advice on aligning real estate investments with your broader financial goals. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/32894937
info_outline
Navigating the Purchase of a Vacation Property: Tips for Success
08/24/2024
Navigating the Purchase of a Vacation Property: Tips for Success
In this episode of the Entrepreneur Aligned Podcast, host Jarrod Musick delves into the complexities of purchasing vacation properties, particularly for entrepreneurs. Using the example of a ski house in Vail, Colorado, Jarrod offers advice on securing a mortgage, choosing the right lender, and understanding the nuances of your tax return as a business owner. He also explores the benefits and challenges of managing the property for personal use, occasional rentals, or as a short-term rental investment. Whether you're considering a beach house, rural getaway, or mountain retreat, this episode provides valuable insights to help you make informed decisions. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/32722932
info_outline
Navigating the Emotional Side of Asset Concentration
08/13/2024
Navigating the Emotional Side of Asset Concentration
Join Jarrod Musick on "Entrepreneur Aligned," the podcast dedicated to successful entrepreneurs and business owners looking to manage and grow their wealth wisely. In this episode, Jarrod dives into crucial topics like asset concentration, risk management, and the emotional complexities of wealth. Whether you're navigating your first big exit or managing a diversified portfolio, this podcast provides valuable insights and real-world examples to help you make informed decisions that align with your financial goals. Perfect for those who have achieved financial success and are looking to maintain and expand it, or those who are planning ahead to achieve wealth goals, Jarrod offers expert advice with the clarity and empathy that come from years of working with high-net-worth individuals. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/32562337
info_outline
Finite vs. Infinite Games in Business Planning
07/26/2024
Finite vs. Infinite Games in Business Planning
In this episode of the Entrepreneur Aligned podcast, host Jarrod Musick delves into the concept of finite versus infinite games in the context of business planning. Drawing from consultations with business owners facing acquisition offers, Jarrod explores the strategic decision-making process of whether to sell or continue operating a business. He highlights the importance of identifying whether you are pursuing finite goals with clear endpoints or playing an infinite game driven by long-term enjoyment and fulfillment. Jarrod also discusses various strategies for managing risk, such as leveraged buyouts and equity financing, and emphasizes the need for personal financial planning in business decisions. Whether you're contemplating an acquisition offer or aiming to sustain your business for the long haul, this episode provides valuable insights into aligning your business strategy with your personal goals. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/32297442
info_outline
Strategic Investment Planning for Business Owners
07/15/2024
Strategic Investment Planning for Business Owners
In this episode of the Entrepreneur Aligned Podcast, host Jarrod Musick explores the crucial aspects of investment planning tailored specifically for entrepreneurs. He discusses the importance of protecting against inflation and growing capital, the need for thorough financial planning before diving into asset selection, and how to assign purpose to different accounts. Jarrod also covers various investment categories, from liquid public markets to Bitcoin and gold ETFs to private equity, offering insights on how to align investment strategies with long-term financial goals. Tune in for practical advice on creating a robust investment plan that supports your entrepreneurial journey, and for personalized assistance, visit entrepreneuraligned.com. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/32143852
info_outline
Understanding Alternative Investments
06/21/2024
Understanding Alternative Investments
In this episode, Jarrod discusses the intricacies of alternative investments, a term encompassing a wide range of assets outside traditional categories like stocks, bonds, and cash. Jarrod explains the basics of alternative investments, including real estate, commodities, precious metals, private equity, and venture capital, highlighting their potential benefits and unique risks. The episode aims to provide listeners with an overview of how alternative investments can diversify portfolios and the due diligence required prior to investment. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/31825777
info_outline
Vision and Values Exercise
06/08/2024
Vision and Values Exercise
What is your vision for your life, your family, your business, and the financial structures that support that vision? Understanding yourself, your significant other and your family values gives you direction on whether you are pursuing the right things. Spending your time in alignment with those values allows you to prioritize what matters and being connected with the people that matter most to you. Money ends up becoming the tool that allows you to execute on your vision and nothing more. Check out this episode of the Entrepreneur Aligned Podcast to learn more about our Vision and Values Exercise! Vision and Values Exercise PDF: ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/31659747
info_outline
How to Align Wealth with Values
05/24/2024
How to Align Wealth with Values
In the pursuit of financial success, our focus often gravitates toward future goals and grand visions. While having clear financial objectives is undoubtedly important, it's equally crucial to align your finances with your core values. This alignment instigates a profound shift in our experience of wealth and success, enabling us to savor the journey as much as the destination. In this episode of the Entrepreneur Aligned Podcast, Jarrod discusses ways in which you can align your wealth in the near term and long term focus. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/31454777
info_outline
Business Exit: Are You Being Pushed or Pulled?
05/10/2024
Business Exit: Are You Being Pushed or Pulled?
We will all exit our business someday. The question we need to answer is, “Am I being pushed to exit or pulled into it?” The distinction between the two is entirely about you as the entrepreneur and not about the business itself. When you are being pushed, it is typically because you feel that you cannot continue with the business as it is. There is something missing which makes continuing not a viable option. A pull exit is when you feel something else pulling you to it. This is a feeling that something else is waiting for you, and you need to go to that something else. A pull exit is by far the better feeling. Check out this week's episode of the Entrepreneur Aligned Podcast to learn examples of both and hear Jarrod's methodology on how to plan ahead for your business exit in the future. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/31227432
info_outline
How Tax Planning Differs from Tax Compliance
05/03/2024
How Tax Planning Differs from Tax Compliance
As an entrepreneur, the tax decisions you make can be broad and long term. When done correctly, tax planning is something that is incorporated into your business management cadence throughout the entire year. In today’s episode of the Entrepreneur Aligned Podcast, let's talk about the key differences between tax compliance and tax planning and the wealth of possibility that can come from having right planning-focused CPA in your corner. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/31110888
info_outline
4 Pitfalls of Mixing Business and Personal Wealth
04/26/2024
4 Pitfalls of Mixing Business and Personal Wealth
In the world of entrepreneurship and business ownership, it's easy to blur the lines between your business's financial success and your personal wealth. Many small business owners and entrepreneurs pour their hearts, souls, and resources into their companies, hoping for financial success. While it's a commendable endeavor, it's crucial to distinguish between business wealth and personal wealth. Why? Failing to do so can have significant consequences for your financial well-being, your family's future, and even your overall happiness. In this week's episode, we will delve into the significance of separating these two financial entities and provide insights into effective methods to achieve this differentiation. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/30992333
info_outline
Navigating Succession as a Small Business Owner
04/20/2024
Navigating Succession as a Small Business Owner
Every business will transition to new owners at some point. Creating your vision for that transition well in advance sets you up for success. In today’s episode of the Entrepreneur Aligned Podcast, Jarrod reveals the five key components to consider when planning your exit strategy as a small business owner. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/30912793
info_outline
Why You Need to Engage in External Business Valuations
04/14/2024
Why You Need to Engage in External Business Valuations
Engaging in business valuations is paramount to your success as an entrepreneur. In this episode of the Entrepreneur Aligned Podcast, we will address the four key elements that most often drive equity value. More importantly, we will focus on the untapped potential of using business valuations as an important tool in your planning and how tracking business equity value well in advance of any sale adds significant value for owners. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/30818433
info_outline
How to Ensure Business Continuity
04/05/2024
How to Ensure Business Continuity
Entrepreneurs invest their lives in building and nurturing businesses, channeling passion and energy into their success. Amidst the hustle, one critical aspect often overlooked is business continuity planning. Addressing the uncomfortable question, "What happens if something happens to me?" is vital to safeguard both your business and your loved ones. In this episode of the Entrepreneur Aligned Podcast, we explore the importance of business continuity planning and ways to prevent burdening your spouse with the responsibility of running the business, all while ensuring their financial well-being. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/30701063
info_outline
Why We Need to Normalize Money Conversations at Home
03/29/2024
Why We Need to Normalize Money Conversations at Home
Money – a topic that often lingers in the background, whispered about in hushed tones, or avoided altogether. However, the benefits of normalizing money conversations within our households far outweigh the discomfort that may initially arise. In this episode of the Entrepreneur Aligned Podcast, we'll explore the importance of breaking the silence around money and provide tips on how to foster open, healthy discussions that can positively impact your family's financial well-being. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/30552653
info_outline
The Pursuit of “Enough”: Escaping the Endless Financial Chase
03/17/2024
The Pursuit of “Enough”: Escaping the Endless Financial Chase
In today's dynamic world, particularly for entrepreneurs, the pursuit of financial success often feels like an ongoing marathon with a perpetually shifting finish line. As we navigate the complexities of personal finance, the critical question arises: What is "enough"? How can we escape the trap of perpetually chasing a goalpost that seems to elude our grasp? In this episode of the Entrepreneur Aligned Podcast, we delve into the concept of "enough" and share insights on discovering contentment within the ever-changing landscape of financial aspirations. ----- ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/30407518
info_outline
Navigating Generational Wealth: Strategies for Closely Held Businesses
03/11/2024
Navigating Generational Wealth: Strategies for Closely Held Businesses
In the realm of closely held businesses, the transition of wealth across generations is a pivotal consideration, especially given the impending changes set by the Tax Cuts and Jobs Act (TCJA) at the end of 2025. In this week's episode, Jarrod explores the complexities and strategies associated with generational wealth transfer, including estate taxes, gift exemptions, and key tools such as ILIT and GRAT. ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/30292208
info_outline
Tax Strategy Insights: Paying Children in Your Business and Charitable Giving Options
03/04/2024
Tax Strategy Insights: Paying Children in Your Business and Charitable Giving Options
As business owners, it is essential to skillfully navigate the intricate terrain of tax planning to optimize financial efficiency and minimize liabilities. Over the past few months, we've received several pertinent tax questions from business owners seeking to optimize their tax strategies. In this episode, we delve into two key inquiries and explore actionable solutions. ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/30189623
info_outline
Planning for Tax Changes: 5 Key Considerations for Business Owners as the TCJA Expires
02/26/2024
Planning for Tax Changes: 5 Key Considerations for Business Owners as the TCJA Expires
As we approach the expiration of key provisions of the Tax Cuts and Jobs Act (TCJA) in 2024 and 2025, business owners face a unique opportunity for strategic tax planning. The TCJA, enacted in 2017, introduced significant changes to the tax code, and many of these provisions are set to sunset at the end of 2025. In this episode, we will explore five key planning opportunities for business owners to consider as they navigate the impending changes and are eager to optimize tax strategies. ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/30055248
info_outline
Demystifying Bitcoin ETFs
02/19/2024
Demystifying Bitcoin ETFs
In this episode, we delve into the fascinating world of Bitcoin ETFs (Exchange-Traded Funds) and unpack what investors need to know about this innovative investment vehicle. With the increasing popularity of cryptocurrencies, particularly Bitcoin, ETFs offer a convenient and regulated way for investors to gain exposure to digital assets without directly owning them. In this episode Jarrod provides valuable insights into the mechanics of Bitcoin ETFs, exploring topics such as how they work, their benefits and risks, regulatory considerations, and the evolving landscape of cryptocurrency investing. Whether you're a seasoned investor looking to diversify your portfolio or someone curious about the potential of Bitcoin ETFs, this episode offers essential information to help you navigate the complex world of crypto investments. Tune in to gain a deeper understanding of Bitcoin ETFs. ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/29983853
info_outline
Optimizing Equity: Transforming Entrepreneurial Ventures
02/12/2024
Optimizing Equity: Transforming Entrepreneurial Ventures
As an entrepreneur, you've embraced the courage to invest in yourself, positioning your business at the core of your time, wealth, and well-being. Acknowledging that equity encompasses more than financial investments, this financial pillar is committed to refining and maximizing these vital assets. In this week's episode, our goal is to ensure that your entrepreneurial pursuits are not only financially lucrative but also contribute to the enrichment of your overall life experience. ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/29884798
info_outline
Nurturing Legacy: The Power of Open Conversations with Heirs
02/05/2024
Nurturing Legacy: The Power of Open Conversations with Heirs
Legacy goes beyond wealth—it includes values, aspirations, and the impact on future generations. Engaging in intentional conversations with heirs is a powerful way to shape and preserve this legacy. In this week's episode, we explore the transformative journey of discussing intentions and legacy plans, fostering understanding, and imparting valuable lessons. ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/29769578
info_outline
Freedom Unleashed: Navigating the Personal Wealth Operating System
01/29/2024
Freedom Unleashed: Navigating the Personal Wealth Operating System
In the pursuit of true freedom, both financial and personal, individuals often find themselves navigating a complex landscape. The quest for freedom is multifaceted, touching upon clarity, wealth growth, risk management, equity optimization, and the maximization of life’s experiences. In this week's episode, we explore how the five pillars of the Personal Wealth Operating System serve as the foundational framework for unlocking the doors to unparalleled freedom. ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. - weekly articles delivered to your inbox! Subscribe to our channel Connect on Follow on Follow on Check out our REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
/episode/index/show/entrepreneuraligned/id/29692058