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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Navigating the Waves: 4 Essential Tips for Managing Variable Income as an Entrepreneur
01/22/2024
Navigating the Waves: 4 Essential Tips for Managing Variable Income as an Entrepreneur
Entrepreneurship is a thrilling journey marked by innovation and independence, but it also comes with the challenge of managing variable income. Unlike the predictability of a fixed salary, entrepreneurs often face fluctuations in their earnings. In this week's episode, we’ll explore four key tips to help entrepreneurs effectively navigate the ups and downs of personal financial variable income. 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.
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A Quick and Dirty Outline to Setting and Achieving Financial Goals
01/15/2024
A Quick and Dirty Outline to Setting and Achieving Financial Goals
Financial success requires a clear roadmap and a commitment to setting and achieving meaningful goals. In this week's episode, we'll explore the significance of setting financial goals, the steps to define them effectively, and strategies to ensure their successful attainment. 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.
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Don't Mistake Your Business Wealth for Personal Wealth!
01/10/2024
Don't Mistake Your Business Wealth for 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.
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Mastering 2023: 9 Year-End Tax Planning Strategies for Business Owners
12/18/2023
Mastering 2023: 9 Year-End Tax Planning Strategies for Business Owners
The year 2023 has indeed presented a unique set of challenges for business owners. It has required adaptability as they navigate political uncertainties regarding U.S. tax policies. Additionally, business owners have had to grapple with macroeconomic factors such as heightened inflation, rising interest rates, concerns about a potential recession, and complex geopolitical issues. The proposed tax changes outlined in President Joe Biden's 2024 budget plan have added another layer of uncertainty, with discussions about increased corporate income tax rates, alterations to capital gains, taxation for high-income earners, and revisions to estate and gift tax provisions. In this week's episode, Jarrod delves into how business owners can leverage recently enacted tax incentives to drive their businesses forward. 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.
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Seize the Moment: Elevate Intergenerational Vacations in Your Financial Plan!
12/11/2023
Seize the Moment: Elevate Intergenerational Vacations in Your Financial Plan!
In the hustle and bustle of our daily lives, there are moments that slip through our fingers like grains of sand. One such moment, often overlooked, is the golden opportunity for intergenerational vacations—a moment when our children are still young, full of wonder, and our parents are in good health and eager to explore. It is during this limited time that we can embark on transformative adventures, creating lasting memories and strengthening family bonds. In this week's episode, Jarrod delves into the significance of intergenerational travel, the importance of financial planning to turn it into a reality, and how this cherished time with our kids and parents can leave a lasting impact on our lives. ----- 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.
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6 Strategies for Building Wealth as a Business Owner
12/04/2023
6 Strategies for Building Wealth as a Business Owner
As a business owner, the path to building wealth is often marked by unique challenges and opportunities. While there is no one-size-fits-all formula for success, there are several key strategies that can significantly enhance your wealth-building journey. In this week's episode, Jarrod discusses six essential strategies that can help you not only create a thriving business but also accumulate wealth over time. 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.
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Aligning Wealth with Values: The Journey to True Success
11/27/2023
Aligning Wealth with Values: The Journey to True Success
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. In today's episode of the Entrepreneur Aligned Podcast, Jarrod explores some ways to think about this as you explore your short-term and long-term planning needs. ----- 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.
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How to Approach Risk Management as an Entrepreneur
11/20/2023
How to Approach Risk Management as an Entrepreneur
What do we mean when we talk about risk management? As entrepreneurs, our job is to make sure that our businesses and personal lives have no singular failure points. Some of the biggest risks we face are around the two broad terms of “business continuity” and “liability risk”. In this week's episode of the Entrepreneur Aligned Podcast, Jarrod discusses these two types of risk, the impact they can have on your personal planning, and how to protect yourself and your family in the years ahead. ----- 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.
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Increasing Your Owner Benefit When Your Business is Not Performing
11/13/2023
Increasing Your Owner Benefit When Your Business is Not Performing
What happens when your business is not performing financially as well as you thought it would? What happens when that underperformance means that some of your family priorities are not met? When these things happen, you can either increase the amount of owner benefit being withdrawn, take on debt or sell some or all of the equity in the business. In this week's episode of the Entrepreneur Aligned Podcast, Jarrod dives into each path. ----- 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.
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How to Become a Ski Home Owner
11/06/2023
How to Become a Ski Home Owner
In today's episode of the Entrepreneur Aligned Podcast, I walk you through the three-step decision making process we here at Entrepreneur Aligned take clients through when they are purchasing their second homes for vacationing. This process works well for any vacation or seasonal-use property, but there are certain steps, locations and seasonal elements that are specific to mountain town ski properties that I outline as an example. ----- 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.
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What To Do with Excess Cash in a Business
10/23/2023
What To Do with Excess Cash in a Business
Entrepreneurs have demands on their capital and reserve requirements that most others do not. Thinking about these in concert with personal needs and requirements requires a different approach. In this week's episode of the Entrepreneur Aligned Podcast, Jarrod segments capital reserve requirements into the following categories. He goes over why each piece of capital is being held in reserve and provides helpful examples and strategies for each one. Business 1. Business working capital needed within 90 days 2. Business reserve capital that could be needed in 90-180 days 3. Business reserves needed more than 180 days into the future Personal 1. Personal cash needed within 180 days 2. Personal reserves that cover debt and expenses between 180-365 days 3. Known big ticket items needed one-to-three years in the future The theme of cash and capital reserves for your business and family is to forecast what you will need and match the investments to that need. We do this work with our client families, so please reach out if we can help yours. ----- 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.
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Have you thought about tax planning recently?
10/16/2023
Have you thought about tax planning recently?
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.
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Business Equity Planning with Multiple Partners Part II
10/09/2023
Business Equity Planning with Multiple Partners Part II
How do you close gaps that exist when partners need different things from the business? If you haven't listened to our last episode of Part I, go back and listen for an overview of our first three phases of business owner equity planning with multiple partners. In today's episode of 3-Minute Success, we are going to finish Part II of this series and go into Phase 4. Phase 4 is about integrating everything together into a unified strategy that meets the needs of each partner. This phase is always the most nuanced because we usually uncover gaps in the current business strategy, which are most likely: 1) Time horizon based 2) Owner benefit need based 3) Exit outcome need based Let's dive into each of these common gaps and allow me to offer some possible solutions for each one. ----- 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.
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Business Equity Planning with Multiple Partners Part I
10/02/2023
Business Equity Planning with Multiple Partners Part I
Seeing business exits fail is one of the reasons we created Entrepreneur Aligned. One of the areas where we have seen failure points is when there are multiple owners of a business and their needs from that business are not in sync. At Entrepreneur Aligned, we have a process to uncover needs, get clear individually, and create a strategy that works for each partner. We call this our Partner Aligned process. In this episode of the Entrepreneur Aligned Podcast, I will walk you through each of the key phases and tasks of this process, starting with the first three and concluding with the fourth phase next week! ----- 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.
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Retirement v. Business Owner Planning
09/25/2023
Retirement v. Business Owner Planning
We often get asked what the difference is between retirement planning and business owner planning when it comes to personal finance. The answer is focus. For most non-business owners the focus of financial planning is retiring successfully while hitting the major financial milestones of life between today and the day you retire. For business owners, the focus is on meeting all the needs, wants, and goals of the family while also nurturing and growing the business. In today's episode of the Entrepreneur Aligned Podcast, I dive into some of the key differences in personal planning based on where the focus is. ----- 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.
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When to Make a CPA Change
09/18/2023
When to Make a CPA Change
How do you know when you need to make a change with your CPA? If you are seeing any of these four signs, it may be time to start seeking out a new team: 1) You have asked for tax projections but don’t get them. 2) You have asked for guidance around the timing of a use of capital but your CPA doesn’t want to offer a recommendation. 3) You feel like your CPA knows less about taxes for your business than you do. 4) You have found errors with prior year business returns prepared by your CPA. In today's episode of the Entrepreneur Aligned Podcast, we'll dive into each of these warning signs and discuss why they are important to pay attention to. ----- 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.
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