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109 – The Magical Secrets Of Managing Change – Michael Palumbos

August 7, 2017 by JoshPatrick

Today you're in for a treat.  Michael Palumbos joins us to talk about a wide variety of issues.  We'll talk about his journey to how he got to this point in his life, how following in the steps of his family has worked out and how he ended up starting a new company. Micahel is the principle of Family Wealth Legacy, a wealth management firm and he also is one of two founders at The Practice Management Blueprint, a consulting and … [Read more...]

Filed Under: Sustainable Business Podcast Tagged With: Financial Planning, starting over, sustainable business

98 – 23 Minutes Money Coach Tutorial – Todd Tresidder

May 15, 2017 by JoshPatrick

Today's guest is Todd Tresidder from Financial Mentor. Todd bills himself as The Money Coach where he helps is clients understand money and how it affects their life.  His tag line is Financial Freedom for Smart People and that's what we're going to talk about today......how you can find and enjoy financial freedom as a private business owner. One of the five areas of a sustainable business is having enough profits to support four areas of … [Read more...]

Filed Under: Sustainable Business Podcast Tagged With: financial freedom, financial independence, Financial Planning, money coach

85 – Financial Planning 3.0 – Richard Wagner

February 13, 2017 by JoshPatrick Leave a Comment

The world of financial planning is better off because of Dick Wagner.  He's been a thought leader and one of the very early practitioners of the craft. Today we're going to talk about his new book Financial Planning 3.0.  You'll learn how the world of financial planning started with products and moved into what's known as life planning.  Financial Planning 3.0 takes you past the traditional area of planning and moves into a full liberal arts … [Read more...]

Filed Under: Sustainable Business Podcast Tagged With: Financial Planning, Financial Planning 3.0, Finology

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About Josh

Why would you want to listen to me?

My specialty is working with owners of private businesses. It’s where I have the most interest and can add the most value. If you own a business and are interested in a coaching relationship as well as mentoring, I’m your guy. Read More
The Sustainable Business Podcast and Josh Patrick invite you to subscribe, rate, and review our podcast on iTunes if you love what you're hearing! Thank you!

ABOUT JOSH PATRICK

My main focus in life is helping private business owners create a sustainable business that will last past them. I help create great outcomes using life experiences I’ve had during my almost forty years of running and being around my favorite people, private business owners. I’m a student, an entrepreneur and a curious observer of life. Read More
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