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The Wealth Happiness Plan

by Bart Dalton · 6 episodes

BusinessInvesting

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THE WEALTH HAPPINESS PODCAST 5-Episode Mini-Series Description You spent twenty years building a business worth millions. You planned every detail of the sale: the broker, the solicitor, the tax optimization, and the wealth manager. The deal closes. The champagne flows. The money hits your account. And six months later, you're sitting in a villa in Spain wondering why you feel like you've made the most catastrophic mistake of your life. This is the reality for 75% of business owners who sell their companies: they planned the transaction obsessively but gave zero thought to the transformation. They built "Team One" to get...

Latest episodes

  1. Retirement Is Dead. Don Ezra's Building Something Better.

    Welcome to another lively episode of The Wealth Happiness Plan podcast! Today, we're diving deep into the five pillars of wealth happiness, financial security, purpose, health, com…

    37 min
  2. The Danger Nobody Warns You About When You Sell Your Business-Ross Tomkins brings reality checks

    Welcome to The Wealth Happiness Plan! Today I sat down with Ross Tompkins, who went from hands-on physiotherapist to serial healthcare entrepreneur, having acquired 25 businesses.…

    30 min
  3. Die With Zero Bill Perkins on Living Fully and Maximizing Life’s Experiences

    On this episode of The Wealth Happiness Plan, host B.D. Dalton sits down with the multi-faceted Bill Perkins—hedge fund manager, former film producer, high-stakes poker player, and…

    31 min
  4. Where you live is retirement gold dust! With Ryan Fredericks

    Welcome to another episode of The Wealth Happiness Plan! In today’s show, host B.D. Dalton sits down with longevity advocate and place planning expert, Ryan Fredericks, to dig into…

    29 min
  5. The Secret Formula for Making Any Tough Life Decision—Revealed by Dr Alan Barnard

    Decision-Making in Uncertain Times with Dr Alan Barnard What if uncertainty wasn't the enemy of good decisions but actually the raw material for better ones? B.D. sits down with re…

    36 min
  6. How to act like a Time Billionaire with Ashley Whillans

    Welcome to another episode of The Wealth Happiness Plan! Today, we dive deep into the concept of "time affluence" with behavioral scientist and Harvard Business School professor As…

    33 min
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