retire

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: Tracking Your Spending For A Successful Retirement Read More »

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

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

Episode 1 Transcript: Redefining Your Relationship With Money As An Entrepreneur

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 1 Transcript: Redefining Your Relationship With Money As An Entrepreneur Read More »

The Seven Step Exit Planning Process

Seven Step Exit Planning Process

There is a “recipe” for creating a successful intergenerational transfer. It isn’t the only recipe that works, but because it depends on six carefully chosen ingredients, its chances for successful completion are greater than others. If any of the following six ingredients is compromised, or worse still, missing, the result will change. Ingredient 1: Parents must

The Seven Step Exit Planning Process Read More »

Getting the Results You Want

Business Exit Planning

As you consider your business exit, you may find that approaching it alone is prohibitively challenging. You may also find that some of the advisors with whom you’ve worked don’t have all of the skills, tools, and strategies necessary to help you exit on your terms. While planning for your future is the key, you know that results are

Getting the Results You Want Read More »