The SA Update

Mike Schuster

Welcome to The SA Update! Brought to you by Schuster Anderson Wealth Advisors, our mission is to empower you with financial confidence for all of life's moments℠. Tune in for the latest industry news and community happenings. Join us and stay informed, inspired, and connected! Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Fixed insurance offered through various independent insurance companies. Cambridge does not offer tax or legal advice.

  1. Your Guide To Exit Planning: Securing What You’ve Built | The SA Update | Episode 29

    FEB 13

    Your Guide To Exit Planning: Securing What You’ve Built | The SA Update | Episode 29

    What happens to your business when you’re ready to step away or when the unexpected happens? In this episode of The SA Update, Mike sits down with Scott Snider, President of the Exit Planning Institute (EPI), to explore why so many business owners go to market unprepared and how the absence of a clear contingency plan can significantly diminish business value. Together, they break down the biggest threats to long-term value, the critical role of intentional exit planning, and practical strategies owners can implement today to safeguard what they’ve built. Whether you’re years away from selling or simply want to strengthen your business for the future, this conversation offers valuable insights to help you plan proactively and protect your legacy.   0:38 Scott Introduction  1:35 Business Owners Going to Market: Why so low? 3:00 Why Are Business Owners Failing to Have Contingency Plans? 3:50 The 5 Destroyers of Businesses 5:17 Value Acceleration Methodology: Explained 8:50 What are Some Big Cornerstones Businesses Should Adopt?   10:14 What percentage of Net Worth are Most Businesses for Business Owners?  11:30 Scott’s Go-To Podcasts 12:35 Conclusion   Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content!  🔗 Learn More: schusteranderson.com

    13 min
  2. Economic Trends and Regulatory Changes Shaping 2026 | The SA Update | Episode 26

    JAN 2

    Economic Trends and Regulatory Changes Shaping 2026 | The SA Update | Episode 26

    In this week’s episode of The SA Update, Mike sits down with Maria Katsileros of Aristotle Capital Boston LLC to explore the economic outlook for 2026. Together, they discuss how AI-driven trends are influencing GDP growth, reshaping the labor market, and redefining business strategies for the year ahead. This episode highlights the key forces that will impact markets and organizations as we move into a new era of innovation and regulation.  These are the opinions of Mike Schuster of Schuster Anderson Wealth Advisors and Maria Katsileros of Aristotle Capital Boston LLC and not necessarily those of Cambridge, are for informational purposes only, and should not be construed or acted upon as individualized investment advice.  Cambridge, Schuster Anderson Wealth Advisors, and Aristotle Capital Boston LLC are not affiliated.   0:40 Maria Introduction  2:00 The Big Picture of 2026 4:30 AI Insights: The Labor Market and GDP 5:23 The Bane Study and Companies' AI Spending  7:20 The Shortfall of Revenue of AI Investment 9:20 Small Business and Regulation Cuts 11:49 What happens if Trump's tariffs get Struck Down by the Supreme Court?  16:37 What are Maria’s Favorite Podcasts Currently? 18:05 Conclusion   Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content!  🔗 Learn More: schusteranderson.com

    19 min

About

Welcome to The SA Update! Brought to you by Schuster Anderson Wealth Advisors, our mission is to empower you with financial confidence for all of life's moments℠. Tune in for the latest industry news and community happenings. Join us and stay informed, inspired, and connected! Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Fixed insurance offered through various independent insurance companies. Cambridge does not offer tax or legal advice.