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229 – Shift Your Family Business – Steve Legler

December 16, 2019 by JoshPatrick Leave a Comment

In this episode Josh talks with Steve Legler, author of "Shift Your Family Business". They discuss the pitfalls inherent in family businesses and some strategies for dealing with them. Steve is a proud FEA Designate (IFEA) and holds ACBFA and ACFWA certifications (FFI), in addition to having an MBA (UWO-Ivey) He is also a CFA charterholder (CFA Institute), and the author of Shift your Family Business (Friesen Press, 2014). Steve helps … [Read more...]

Filed Under: Sustainable Business Podcast Tagged With: business family, business legacy, family business, legacy, steve legler, sustainable business, wealth, wealth transitions

129 – The Key To Great Money Conversations (And Other Meaningful Wealth Conversation Tips) – Kathleen Burns Kingsbury

January 8, 2018 by JoshPatrick Leave a Comment

Today's podcast guest is Kathleen Burns Kingsbury. Kathleen has a background in Banking and Finance as well as Psychology and after deciding to merge the two areas she's passionate about -Female psychology or empowerment and behavioral finance / behavioral change component - She founded the KBK Wealth Connection firm. She also has a brand new book out titled Breaking Money Silence: How to Shatter Money Taboos, Talk More Openly about Finances … [Read more...]

Filed Under: Sustainable Business Podcast, Uncategorized Tagged With: business, business owner, business talks with spouse, money conversation, podcast, wealth, wealth management

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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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