Brett Fellows

Liquidity & Diversification Strategies for Entrepreneurs

Business, Personal Finance / By / April 9, 2021
Liquidity & Diversification Strategies for Entrepreneurs

Many successful entrepreneurs fund their small businesses with personal capital. It’s also common to reinvest earnings to support growth. If you’ve taken this approach in your own privately-held business, it’s likely because you anticipate a future payoff. For instance, funding your eventual retirement by selling your share. And while there’s nothing inherently wrong with this …

Liquidity & Diversification Strategies for Entrepreneurs Read More »

Episode 5 Transcript: Leaving Your Business Is Inevitable

Podcast Episode Transcript / By / April 5, 2021

Welcome to The Charleston Entrepreneur Podcast where you go behind the scenes with financial planner and business exit planner Brett Fellows to hear stories of how leading Charleston entrepreneurs navigate the inevitable challenges that arise on the path to financial freedom and get insights from real business owners about how to break through to the …

Episode 5 Transcript: Leaving Your Business Is Inevitable Read More »

6 Times Entrepreneurs Need a Financial Advisor

Financial Advisors, Personal Finance / By / April 9, 2021
6 Times Entrepreneurs Need a Financial Advisor

Ask any successful business owner the key to success, and he or she will likely tell you that you can’t do it alone. As entrepreneurs, we know we can’t possibly do everything ourselves. So, we delegate, outsource, or invest in resources that will help us reach our goals more effectively.  But this mindset doesn’t always …

6 Times Entrepreneurs Need a Financial Advisor Read More »

Episode 4 Transcript: 7 Exit Strategies for Charleston Entrepreneurs

Podcast Episode Transcript / By / March 17, 2021

Welcome to The Charleston Entrepreneur Podcast where you go behind the scenes with financial planner and business exit planner, Brett Fellows to hear stories of how leading Charleston entrepreneurs navigate the inevitable challenges that arise on the path to financial freedom, and get insights from real business owners about how to break through to the …

Episode 4 Transcript: 7 Exit Strategies for Charleston Entrepreneurs Read More »

The Entrepreneur’s Roadmap to Retirement Part 1: Make Saving a Priority

Business, Personal Finance, Retirement / By / March 28, 2021
The Entrepreneur’s Roadmap to Retirement Part 1: Make Saving a Priority

As an entrepreneur, you likely have a vision for your business. However, you may not have thought about your end goal. In other words, do you want to eventually exit your business and retire? If your answer is yes—or even maybe—you’ll want to ensure you’re financially prepared for your transition from business owner to retiree. …

The Entrepreneur’s Roadmap to Retirement Part 1: Make Saving a Priority Read More »

Episode 3: Tracking Your Spending For A Successful Retirement

The Charleston Entrepreneur Podcast / By / March 2, 2021

In this episode, Brett discusses why developing the simple habit of tracking your spending is one of the most important things you can do to prepare for retirement. In addition, you’ll find out what to track (and what not to track) when it comes to personal spending, how long you need to track your spending to see a reliable trend, and how to get started if you’ve never tracked your spending before.

Episode 3 Transcript: Tracking Your Spending For A Successful Retirement

Podcast Episode Transcript / By / March 18, 2021

Welcome to The Charleston Entrepreneur Podcast where you go behind the scenes with financial planner and business exit planner Brett Fellows to hear stories of how leading Charleston entrepreneurs navigate the inevitable challenges that arise on the path to financial freedom and get insights from real business owners about how to break through to the …

Episode 3 Transcript: Tracking Your Spending For A Successful Retirement Read More »