Exiting a business is often seen as the ultimate milestone — but for many founders, it’s just the beginning of a more complex, emotional journey.

In this episode of Advance Your Wealth, I sit down with Jerome Myers, one of the country’s leading experts on business exits and the psychology behind them. After building a $20M division of a Fortune 550 company, Jerome walked away to help high-achieving entrepreneurs confront what he calls the Founder’s Exit Paradox — the unexpected void that can follow even the most successful exits.

We discuss the emotional challenges leaders face when stepping away, his N.E.X.T. framework for navigating life after business, and how to move from success to true significance. Whether you're nearing your exit or simply contemplating what comes after the grind, this episode offers a rare look at how to plan not just financially, but personally, for what's next.

Chapters:

0:00 - Introduction

2:14 - The Founder's Exit Paradox

9:45 - Planning for your business, but not your life

17:00 - A portal to personal evolution

22:53 - Closing remarks

Planning your retirement from a financial perspective is probably one of your most important goals. After all, you want to have enough money to live a good life. But what does that good life look like? If you’re like many people, you may not have defined clearly what your retirement years are going to be all about.

On the latest installment of Advance Your Wealth, we’re examining how you can craft and refine a compelling vision for your retirement.

Chapters:

0:00 - Introduction

2:01 - This doesn't get enough attention

6:20 - Actionable steps for envisioning ideal retirement

13:53 - Key takeways

17:23 - Closing remarks

As we step into 2025, wealthy families and their advisors are already looking ahead to major potential changes in estate and gift tax laws. With key provisions of the 2017 Tax Cuts and Jobs Act set to expire at the end of this year, many are wondering: What does this mean for estate planning?

In this episode, we break down the possible changes that could take effect on January 1, 2026, and explore strategies to prepare for an uncertain tax landscape. Should you accelerate your gifting? Are certain trusts a smart move? How can stress testing your estate plan help mitigate risk?

Join us as we navigate these questions and provide insights to help you protect and optimize your wealth transfer strategy—no matter what lies ahead.

Chapters:

0:00 - Introduction

1:40 - Are tax changes coming?

8:06 - How trusts can be leveraged here

13:33 - Key takeaways

16:21 - Closing remarks