The Business Owner's Financial Podcast

Jordan McFarland, CFP®, EA
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  • Entrepreneurship

The podcast for profitable business owners who want to turn business success into personal wealth. Jordan McFarland, CFP®, EA sits down with leading experts in tax, financial planning, law, investments, mergers & acquisitions, and exit planning to unpack the conversations every business owner should be having, but often isn’t. From building wealth while you’re growing the business to preparing for a sale and navigating what comes after, each episode is designed to give you practical insight from the people who live and breathe these topics. Because building a great business is only part of the equation. The real question is: how do you turn that success into lasting personal wealth?

Episodes

  1. Aug 22

    Introduction (Start Here)

    Welcome to the Business Owner's Financial Podcast. Most business owners are exceptional operators, but no one ever sits them down to talk about turning that business success into personal wealth. That's where this show comes in. Each episode, host Jordan Mcfarland (EA, CFP®) sits down with top advisors in tax, law, financial planning, investments, exit planning, and M&A to unpack what it actually takes to build personal wealth alongside a growing business, and eventually exit it on your own terms. Because if you've seen one business, you've seen one business, and there's always more to learn. 📅 Work With Us / Schedule a Business Tax & Wealth Review: https://calendly.com/jmcfarlandfinancial/30min About Me: I'm is a Certified Financial Planner (CFP®) and Enrolled Agent (EA) specializing in tax mitigation, cash flow optimization, and exit planning for business owners and high-income founders. -------------------------------------------------- Disclosure: Content presented on this channel is for educational and informational purposes only and does not constitute individual tax, financial, legal, or investment advice. Advisory services offered through SageSpring Wealth Partners, an SEC Registered Investment Advisor. Enrolled Agent representation services are separate from investment advisory services. Consult with a qualified professional regarding your specific situation before executing any financial or tax strategy.

  2. Aug 8

    Business Owners MUST Understand Estate Planning. Period.

    Estate Planning for Business Owners with Aubrey Boswell, CPA, J.D. Most business owners put estate planning off until "someday." The problem is that someday often comes without warning, and the cost of waiting can fall on the business as much as the family. In this episode, I sit down with Aubrey Boswell, CPA and estate planning attorney in Dallas, to talk through why business owners can't afford to treat estate planning as a later problem. We cover: → Why a business owner's estate plan is really a business continuity plan → Key man insurance vs. buy-sell agreements, and why owners mix them up → How probate and a lack of planning can quietly destroy business value → A real story of how one family's estate ended up in the hands of people they never would have chosen → When the right time to start actually is (hint: it's earlier than you think) Whether you're a solo operator or building toward an exit, this conversation will change how you think about protecting what you've built. Connect with Aubrey: https://www.boswellpllc.com/team-member/aubrey-p-boswell 📅 Work With Us / Schedule a Business Tax & Wealth Review: https://calendly.com/jmcfarlandfinancial/30min About Me: I'm is a Certified Financial Planner (CFP®) and Enrolled Agent (EA) specializing in tax mitigation, cash flow optimization, and exit planning for business owners and high-income founders. -------------------------------------------------- Disclosure: Content presented on this channel is for educational and informational purposes only and does not constitute individual tax, financial, legal, or investment advice. Advisory services offered through SageSpring Wealth Partners, an SEC Registered Investment Advisor. Enrolled Agent representation services are separate from investment advisory services. Consult with a qualified professional regarding your specific situation before executing any financial or tax strategy.

  • 2 Episodes

About

The podcast for profitable business owners who want to turn business success into personal wealth. Jordan McFarland, CFP®, EA sits down with leading experts in tax, financial planning, law, investments, mergers & acquisitions, and exit planning to unpack the conversations every business owner should be having, but often isn’t. From building wealth while you’re growing the business to preparing for a sale and navigating what comes after, each episode is designed to give you practical insight from the people who live and breathe these topics. Because building a great business is only part of the equation. The real question is: how do you turn that success into lasting personal wealth?

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