
The Wealth Happiness Plan
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 them out financially but never built "Team Two" to help them thrive afterward. The Wealth Happiness Podcast is a 5-episode mini-series that solves this problem by introducing the five pillars every business owner must build 18-24 months before exit to join the 25% who have zero regrets. Each episode tackles one pillar with brutal honesty and practical frameworks. Episode 1: Financial Security explores why you need more than "enough money" through the Personal Funded Ratio formula that tells you if you're actually secure, plus the £40-70K "validation income" that proves you're still relevant. Episode 2: Purpose reveals why full retirement is a trap and how the 60/40 Rule (60% commercial engagement + 40% purpose-driven work = 10-15 hours weekly) delivers fulfillment without burnout. Episode 3: Health examines why your £15M portfolio is worthless if you're dead at 67, and how environment beats genetics 70-30 in determining whether you live vibrantly to 92 or decline miserably from 65. Episode 4: Connection uncovers why moving to that Spanish villa destroys the social networks that keep you alive (isolation = smoking 15 cigarettes daily), and how to build advocate relationships that sustain you. Episode 5: Regret Minimization shows how to build Team Two alongside Team One using the 24-month test-drive roadmap so you transition confidently rather than winging the most important chapter of your life. Hosted by B.D. Dalton II ("The Wealth Happiness Guy"), featuring world-class experts and real business owners who got it right. Don't retire. Rewire.
Episodes
- 6 Episodes
About
Information
- CreatorBart Dalton
- Years Active2K
- Episodes6
- RatingClean
- Copyright© Copyright Bart Dalton
- Show Website