• Business Leadership: Case Studies and Financial Wellness

  • Sep 12 2022
  • Duración: 32 m
  • Podcast

Business Leadership: Case Studies and Financial Wellness

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  • Resumen

  • Host Richie Burke sits down with two of the firms’ founding partners, Chief Investment Officer, David Hackworthy, and Director of Advisory Services, Joe McNeil, CFP®. In this episode, David and Joe discuss two relevant case studies. The first case study dives into answering the question, "When can I retire?". The second case study discusses financial considerations for those looking to sell their business.
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