March Newsletter


March Newsletter

This month we focused a lot of our topics on building wealth with thoughtful financial planning in different phases of life. Our podcast guest episodes focused on franchising and selling a business. Other major topics including the bank crisis are summarized below, along with links to the full content pages.

Financial Planning Videos & Articles

Wealth Allocation Framework

March 2, 2023

If you receive a financial windfall, it may be hard, deciding where to put that money. Whether you sell your business receive an inheritance or a bonus, determining how to allocate that can be difficult.

As explained in this video, I like to build out a wealth allocation framework for my clients to break assets down into three easy buckets.

Planning Your Finances for the Sandwich Generation

March 8, 2023

A recent survey by the Pew Research Center found that more than 50% of adults in their 40s have both a parent over 65, and are raising a child under age 18. This group of adults is called the Sandwich Generation.

While you may not support your parent financially, the time, worry, and care that an aging parent may need can take a toll and have a cost. Then, add in trying to save for retirement, and you end up being spread way too thin.

How can you survive this period and keep your goals on track? Read along as we discuss ways to help sort though the challenges.

Quarterly Allocations & Insights Report

March 8, 2023

Here is a copy of our quarterly Allocations and Insights report with suggestions on changes you can make to your portfolio.

New Podcast Episodes

Cash Flow Planning & Allocating Your Assets

March 1, 2023

In this episode of The Financial Incline, I discuss the importance of cash flow planning throughout your lifetime.

Having a strong plan in place for how you will allocate your excess cash and assets will play a big part in your financial plan and how you build lasting wealth.

I also talk about the following considerations for cash flow planning:

  1. Determine your priorities and timing for them
  2. Creating a Bucketing Approach
  3. Save for Retirement
  4. Tax consequences

Greg Goddard: Owning & Operating Penn Station Franchises

March 15, 2023

On this episode of The Financial Incline I am thrilled to be joined by Greg Goddard as we discuss owning and operating Penn Station East Coast Subs franchises.

Greg worked for Penn Station on the corporate side before taking a leap of faith and becoming a franchisee. We discuss the step by step process he took to complete his first acquisition of 11 Penn Station locations.

During our conversation we discuss how many locations he suggests owning to get to scale and how he decides which locations to purchase. Greg talks about the ups and the downs of running his restaurants and the systems he puts in place.

Ely Friedman: Preparing to Sell Your Business

March 28, 2023

In this episode, we talk with Ely Friedman who is the Director of the Mergers and Acquisitions Team at VonLehman and Company. Ely’s team provides both buy and sell side advisory services.

In my discussion with Ely, we talk about where he starts when engaging with a new client who is looking to sell their business. Ely also describes how he helps determine the value of a company and ways he has been able to increase the enterprise value of the business prior to the sale. Lastly, we discuss what types of buyers he has seen that have had the most success in completing a transaction.

So if you are a business owner who is potentially looking to sell a business and you don’t know where to start, make sure you check out my conversation with Ely Friedman.

Watch more episodes on our YouTube Channel by clicking the link below.
The Financial Incline – YouTube
Listen to more episodes on Spotify by clicking the link below.
The Financial Incline – Spotify

News & the Markets

March Madness: Non-Basketball Edition

March 22, 2023

The monthly Fed/CPI/Employment headline-market movement industrial complex was rudely shouldered aside in the last week by a much bigger and faster-moving story.

While the fallout from bank failures will take a while to unravel, and the impact on markets will likely be ongoing, the bigger picture wraps right back to the Federal Reserve.

But first, a little recent history lesson.

To read the full article, click this link:

Continue to learn more by following our Blog
The Financial Incline



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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation.

This content not reviewed by FINRA

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