Coordinate Your Wealth is for private business owners navigating the financial, strategic, and family complexity surrounding major transitions: exits, successions, liquidity events, and legacy planning. Each episode brings you inside the conversations wealthy families and experienced advisors have behind closed doors — covering business exits, estate strategy, asset protection, tax planning, philanthropy, and preparing the next generation to steward what you've built. Through this show, you'll gain the clarity to make confident decisions, avoid costly mistakes, and build a path that protects your wealth and your relationships.
Latest episodes
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1 h 06
I've Never Thought of That Before
What happens when life throws you a financial curveball you never saw coming? In this episode, “I’ve Never Thought of That Before!”, Cameron Buetel dive into the often-overlooked r…
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1 h 05
A Time of Rapid Change: The Future of Wealth Management
In our latest episode, we explore the urgent challenges facing high-net-worth individuals in a rapidly evolving financial landscape. Despite the desire to preserve and transfer wea…
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42 min
Are You Truly Ready to Exit Your Business?
Exiting your business is one of the biggest financial and emotional decisions you'll ever make. Without a well-thought-out plan, you risk leaving money on the table—or stepping awa…
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1 h 06
Don't Let an Election Cloud Your Financial Judgement
Every four years, a Presidential Election brings about levels of fear and uncertainty. And during these tumultuous times, emotions can begin to drive logical decision-making and ca…
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54 min
The Financial Best Practice You Didn't Know Until Now!
People don't know what they don't know until they are made aware of it. Too often, people are realizing that their financial plan is underperforming and they are missing the mark o…
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21 min
Leave a Legacy, Not a Mess!
In today's day and age, you need to be just as intentional when building your legacy plan, as you where when creating your business in the first place. Too often, we see the miscon…
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2 h 04
You Deserve a Wealth Management Planning Process!
Welcome to the inaugural episode of Wealth, Health, and Other Things You Should Know! To kick things off on this series, we want to identify one of the biggest issues facing afflue…
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1 h 38
When is the "Right Time" to Think About Wealth Management Planning
Typically, people don't consider the need for wealth planning until something drastic occurs in their life. This is wrong. Plain and simple. On the latest episode of Wealth, Health…
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1 h 43
Secure Your Family's Financial Future: Let's Talk Trusts!
Everything a wealth creator has worked their life to achieve, can be conveyed to the people they love in the most efficient and tax advantage manner using trusts. On the latest epi…
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1 h 50
Inflation and Stagflation. What Does This Mean for Your Wealth Plan?
In today's day and age, we're experiencing rampant inflation and it's making its mark on countless wealth plans! With costs rising on basic necessities like groceries, gas prices,…
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1 h 06
Have You Outgrown Your Current Advisor?
When an individual has reached a certain level of net-worth their financial world creates more complications and challenges. What we’re finding is that too many people are being un…
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36 min
Exit Planning for Business owners
Discussion with Scott Snider, co-founder of the Exit Planning Institute, discussing the need for Business owners to plan for their business transition. Listen to these steps and id…
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40 min
The Future of Humans
Interview with Laura Kane Head of Thematic Research UBS Americas and her groundbreaking report
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32 min
Business Owner Exit planning with Sean Hutchinson of RFN Global partners
In this episode we discuss the common mistakes that business owners may make in planning their exit and the steps for a successful business transition.