Planning Strategies for Business Owners: How to Think Out of the Box and Create a Third Box with Brent Turner - Episode 258

In this episode, Brent Turner and I discuss basically three areas in which we help them find money that they're losing unknowingly and then necessarily. The ThirdBox Process™ creates a competition-free zone in the client's mind that only you live in. Learn to uncover the millions of dollars people are losing over their lifetime and implement strategies to stop these losses. In this episode, you'll discover: What is ThirdBox? Why are they have a whole other level of service Planning Strategies for your businesses Thanks for tuning In! Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below! If you enjoyed this episode on the function of time in your financial planning, please share it with your friends by using the social media buttons you see at the bottom of the post. Don't forget to subscribe to the show on iTunes to get automatic episode updates for ours, The Practical Wealth Show! And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get. Please leave a review right now: https://www.podpage.com/the-practical-wealth-show/  Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - [email protected] Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Coffee connects with Curtis: https://aptwithcurtis.as.me/coffeeconnect Connect with Brent Turner https://brentturner.net/the-what-if-scenario/ https://thirdboxadvisors.com/ https://www.linkedin.com/in/brent-turner-75519486 Special Listener Gift: Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession  Show Notes The freedom of entrepreneurship Different ways to learn how to find the money you're losing The different benefits of third box advisors for business owners Cash flow management for business owners Identifying financial collateral damage for business owners What is the lost opportunity cost? Common issues faced by business owners Strategies for maximizing efficiency in a business The consequences of misinformation in business decisions Analyzing tax implications of retirement savings Impact of retirement distributions on taxation and medicare costs Financial MRI and tax deferral strategies Changes to Required Minimum Distributions for retirement accounts Value of financial planning for retirement Transferring business ownership and working remotely Leaving a legacy of wealth and wisdom Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS