134: How Business Owners Capitalize Retirement, Christopher Panagiotu

from Succession Stories · host Laurie Barkman

Christopher A. Panagiotu is a respected financial author, podcaster, and trusted wealth manager. His financial planning business in Washington state, CAPitalize Your Finances, led him to create a podcast and book of the same name, "CAPitalize Your Finances: The How-To Financial Framework That Takes You from Compoundingly Clueless to Monetarily Magnificent." Chris joins Succession Stories host Laurie Barkman to discuss what eventually all business owners need to determine about their exit and financial future. Know what you need to live on so you don't find yourself surprised if the after-tax number doesn't fully meet your retirement needs. Listen in as they talk about ways business owners can capitalize for retirement today. Why you should work with an M&A Advisor to reverse engineer what you think you are going to sell that business for, and know what you actually need to live on during retirement -- that way, if there's a gap you'll have time to close it. Enjoy this Succession Stories episode about how business owners can capitalize their retirement with Chris Panagiotu. Find Chris Here: https://capitalizeyourfinances.com/ My Links: ⏰️ Meet With Laurie: https://thebusinesstransitionsherpa.com/connect/ 🎙 Podcast: https://podfollow.com/succession-stories 🌐 Website: https://TheBusinessTransitionSherpa.com 🎥 YouTube: https://www.youtube.com/@successionstoriespodcast 😎 Instagram: https://www.instagram.com/lauriebarkman/ ✖️ Twitter: https://twitter.com/LaurieBarkman 😺 TikTok: https://www.tiktok.com/@businesstransitionsherpa 📘 THE BUSINESS TRANSITION HANDBOOK: Get a free PDF copy of "The Business Transition Handbook" by author Laurie Barkman: https://thebusinesstransitionhandbook.com OR text TRANSITION to +1-762-320-2826 ❤️ Show us the love: Submit a review on Apple Podcasts or Spotify

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This episode is 36 minutes long.

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This episode was published on October 8, 2023.

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