Brett Fellows

Liquidity & Diversification Strategies for Entrepreneurs

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 …

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Episode 5 Transcript: Leaving Your Business Is Inevitable

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 …

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6 Times Entrepreneurs Need a Financial Advisor

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 …

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Episode 4 Transcript: 7 Exit Strategies for Charleston Entrepreneurs

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 …

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

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. …

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Episode 3: Tracking Your Spending For A Successful Retirement

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

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 …

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