The Business Owner's Financial Podcast

The podcast for profitable business owners who want to turn business success into personal wealth. Jordan McFarland, CFP®, EA sits down with leading experts in tax, financial planning, law, investments, mergers & acquisitions, and exit planning to unpack the conversations every business owner should be having, but often isn’t. From building wealth while you’re growing the business to preparing for a sale and navigating what comes after, each episode is designed to give you practical insight from the people who live and breathe these topics. Because building a great business is only part of the equation. The real question is: how do you turn that success into lasting personal wealth?

The Business Owner's Financial Podcast is a general podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Business Owner's Financial Podcast, a general show with 0 episodes published.

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  The Business Owner's Financial Podcast

  Introduction (Start Here)

  Aug 21, 20261 minS0

  <p>Welcome to the Business Owner's Financial Podcast.<br /><br />Most business owners are exceptional operators, but no one ever sits them down to talk about turning that business success into personal wealth. That's where this show comes in.<br /><br />Each episode, host Jordan Mcfarland (EA, CFP®) sits down with top advisors in tax, law, financial planning, investments, exit planning, and M&A to unpack what it actually takes to build personal wealth alongside a growing business, and eventually exit it on your own terms. <br /><br />Because if you've seen one business, you've seen one business, and there's a...

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  Episode #1

  Business Owners MUST Understand Estate Planning. Period.

  Aug 8, 202637 minS0

  <p>Estate Planning for Business Owners with Aubrey Boswell, CPA, J.D.<br /><br />Most business owners put estate planning off until "someday." The problem is that someday often comes without warning, and the cost of waiting can fall on the business as much as the family.<br /><br />In this episode, I sit down with Aubrey Boswell, CPA and estate planning attorney in Dallas, to talk through why business owners can't afford to treat estate planning as a later problem.<br /><br />We cover:<br />→ Why a business owner's estate plan is really a business continuity plan<br />→ Key man...

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