5 episodes
The Five Oceans Podcast Marc Campbell and Chris Girbés
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- Business
Welcome to The Five Oceans Podcast with hosts Marc Campbell and Chris Girbés from Five Oceans Advisors - a fee-only financial advisory firm serving Gen X and Gen Y Founders and C-Suite Entrepreneurs.
Marc and Chris share the core beliefs that traditional wealth management is now a commodity and that clients deserve more from their financial advisors.
As founders and entrepreneurs themselves, Marc and Chris have developed a new model for wealth management called Life Strategy™ — a proprietary system designed to teach clients how to connect the dots between money and happiness, with the ultimate goal of empowering them to be who they want to be in the world.
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Estate Planning Strategies for Business Owners with Cara Koss
Episode 5: Asset management is crucial for everyone, including business owners who want to pass on their assets to future[...]
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Tax Considerations when Planning a Business Exit with Louis Hamel, CPA® — Part I
Episode 4: Navigating the complexities of tax compliance during a business exit is a critical aspect that demands careful attention.[...]
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Selling Your Business? Here’s What You Need To Know with David Young
Episode 3: Embarking on the journey of selling your business can be exciting and daunting at the same time. Whether[...]
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Helping You Connect The Dots: Five Oceans Advisors’ Ideal Clients
Episode 2: In a world driven by financial success, it’s vital to work alongside professionals who prioritize more than just[...]
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Career, Finances, Health, Relationships, and Fun: The Framework of Five Oceans Advisors with Marc Campbell and Chris Girbés
Episode 1: Welcome to the first episode of The Five Oceans Podcast: The Exit Planning Toolkit Miniseries with Marc Campbell[...]