DiscoverThe Real Business PodcastLet's Meet at the Intersection of Business and Personal Planning
Let's Meet at the Intersection of Business and Personal Planning

Let's Meet at the Intersection of Business and Personal Planning

Update: 2023-11-10
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In this epidode, Brian Trzcinski is joined by fellow CEPA and financial planning consultant Jarrod DeSantis of MassMutual to discuss the role the business plays in an owner's personal planning picture. They discuss the three "gaps" all business owners should know--their profit, value and wealth gaps--as well as how planning for the business today can impact an owner's financial outlook in the future. 

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Let's Meet at the Intersection of Business and Personal Planning

Let's Meet at the Intersection of Business and Personal Planning

MassMutual