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Master the art of aligning money with time and make work optional, as we engage in a compelling conversation with esteemed wealth management practitioner, Chris Clepp. With over two decades of financial expertise under his belt, Chris shares invaluable insights on the connection between financial decisions and business ownership. Listen in as we explore the importance of balancing business and personal life to effectively manage the most valuable asset - time.

In the thrilling world of entrepreneurship, financial roadblocks are inevitable. Join us as we navigate these challenges, stressing the critical factor of clear communication and the role it plays in aligning spouses with financial goals. We delve into the process of evaluating financial situations, setting goals, and the significance of creating a roadmap. Additionally, we underscore the need for professional assistance in estate planning and the crucial role of accountability in this journey.

Venture with us into the realm of financial planning tailored for small business owners. Chris exhaustively explains the process of crafting a financial plan that can make work optional by the age of 60. We also explore the various fee models for financial advisers and guidelines to determine when it's time to engage one. Wrapping up our conversation, we examine the concept of an abundance mentality. Discover why helping others and shifting focus from 'me' to 'we', is integral in creating a financially successful and fulfilling life. Tune in and embark on this enlightening journey to financial freedom in business.

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