• Episode 11: Integrating Personal and Business Finances for Optimal Outcomes

  • Jan 22 2025
  • Length: 38 mins
  • Podcast

Episode 11: Integrating Personal and Business Finances for Optimal Outcomes

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  • Summary

  • Welcome to Episode 11 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Brian Carney and discusses early strategic tax planning. Brian serves RiversEdge Advisors as Partner and Co-founder. Brian leads the overarching strategy and direction of the organization. He is the definition of a servant leader, ensuring the team, and the company, are optimized to deliver exemplary client experience and growth. Brian has over two decades of Financial Services experience. Brian is fascinated by the emotional aspects of financial planning and architected RiversEdge’s processes to directly address the role emotions play in financial decisioning Here are some highlights from the episode: • Brian and Roger stress the importance of early strategic tax planning to ensure successful business exits. • Brian explains It is crucial for business owners to detach emotionally and understand the true market value of their business. • RiversEdge Advisors focuses on creating a supportive partnership with clients to navigate financial complexities and achieve optimal outcomes. Connect with Brian: Website: Riversedgeadvisors.com Linked in: https://www.linkedin.com/company/riversedgeadvisors Facebook: https://www.facebook.com/RiversEdgeAdvisorsLLC Instagram: https://www.instagram.com/riversedgeadvisors_llc/?hl=en Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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