PODCAST · business
On Paper
by Jordan McFarland, CFP®
On Paper explores the intersection of business success and personal freedom.While many founders are "millionaires on paper," they often face the "Success Trap": a profitable business that consumes their time, lacks personal liquidity, and creates a massive tax burden.Hosted by Jordan McFarland CFP® this podcast provides an integrated approach to wealth management and tax strategy.Key topics include:Tax Strategy for Founders: Optimizing S-Corps, distributions, and advanced tax planningPersonal Equity Building: Strategies to extract wealth from your business to fund a "work-optional" lifestyleIntegrated Wealth Management: Why coordinating your Tax Pro and Financial Advisor is the key to scaling personal net worthThe Exit-Independent Path: How to build a business that serves your life, rather than one you are a slave toStop managing a
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ABOUT THIS SHOW
On Paper explores the intersection of business success and personal freedom.While many founders are "millionaires on paper," they often face the "Success Trap": a profitable business that consumes their time, lacks personal liquidity, and creates a massive tax burden.Hosted by Jordan McFarland CFP® this podcast provides an integrated approach to wealth management and tax strategy.Key topics include:Tax Strategy for Founders: Optimizing S-Corps, distributions, and advanced tax planningPersonal Equity Building: Strategies to extract wealth from your business to fund a "work-optional" lifestyleIntegrated Wealth Management: Why coordinating your Tax Pro and Financial Advisor is the key to scaling personal net worthThe Exit-Independent Path: How to build a business that serves your life, rather than one you are a slave toStop managing a
HOSTED BY
Jordan McFarland, CFP®
CATEGORIES
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