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#55 - Financially Preparing for Ownership w/ Erik Garcia
Manage episode 400745764 series 3442488
コンテンツは Lindsay & Carey Wallace and Carey Wallace によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Lindsay & Carey Wallace and Carey Wallace またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode, Carey and Lindsay sit down with Erik Garcia, owner of Garcia Insurance Services and Plan Wisely, to discuss how future owners can set themselves up for success with preparing their personal finances for ownership. Erik emphasizes the need to start with a clear purpose and align financial decisions with personal values. He also discusses the importance of saving, managing spending, and avoiding common mistakes. Erik concludes by emphasizing the value of making decisions and taking action, and provides contact information for further assistance.
This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.
Learn more and create a free account at https://www.haveyourcake.com/
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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/
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