Selling Your Business to Private Equity

How to Prepare for the Next Bear Market

Bear markets are challenging, but they are also a normal part of long-term investing. In this episode, Brian and Blake talk through how investors can prepare before the next market downturn, including the mindset, planning, and portfolio decisions that matter most when markets get rough. What we covered: -Why bear markets are a feature of investing, not a flaw -How often downturns happen and why they should be expected -The importance of having a plan before volatility shows up -Why cash flow, risk tolerance, and time horizon matter -Common mistakes investors make during market declines -How to stay disciplined when headlines feel scary -Why bear markets can create opportunity for long-term investors The goal of this episode is to help investors think clearly before emotions take over. A good plan does not eliminate volatility, but it can make it easier to stay focused when markets are down.

Selling Your Business to Private Equity

In this episode of the Mind over Money podcast, Brian and Blake sit down with Scott Hanson, co-founder of Allworth Financial, to talk about what really happens when a business owner sells to private equity. Scott has sold multiple businesses himself and is currently working on a book about navigating the private equity sale process. What you will learn: -How to prepare before a sale -The mechanics of a deal: earnouts, rollover equity, “second bite of the apple” -The emotional side of giving up control -Who probably should not sell to private equity -Common tax mistakes founders make before liquidity events -Estate planning and charitable strategies to consider before a sale If you’re even considering a sale at some point in your future, planning doesn’t start the year you go to market. It starts now.

Are We in a Market Bubble? Separating Hype From Reality

Talk of a market bubble is everywhere — but how do you separate hype from fundamentals? In this episode of the Mind Over Money podcast, Brian and Blake define what makes a market bubble and ask the big question: Are we in one right now? They compare today’s market to past manias, from the 1999 dot-com boom to the Dutch tulip frenzy and the railroad expansion. Brian shares lessons from 40+ years of watching cycles unfold, including the warning signs and repeatable narratives investors should know. They also break down the current backdrop for stocks, gold, and silver, and offer portfolio positioning ideas built to handle a range of market environments — surprises included.

Decoding the “One Big Beautiful Bill”: Tax Opportunities You Can’t Miss

In this episode of the Mind over Money podcast, Brian and Blake dive into the sweeping changes of the new “One Big Beautiful Bill” (or ABBA Act) and what it means for retirees, pre-retirees, and families looking to optimize their financial future. From understanding today’s historically low tax brackets to exploring Roth conversions, charitable giving strategies, and the return of state and local tax (SALT) deductions, they break down complex rules into practical, easy-to-follow insights. You’ll also hear how timing Social Security, leveraging donor-advised funds, and managing income in retirement can have a lifelong impact on your taxes—and your legacy. If you’ve ever wondered how to take advantage of the planning window between retirement and required minimum distributions, this episode is a must-listen.

Why All-Time Highs Aren’t a Warning Sign: Market Momentum & AI's Growing Impact

In this episode of the Mind over Money podcast, Brian and Blake unpack a whirlwind month in the capital markets. From a sharp rebound after early-year tariff turmoil to repeated all-time highs in the S&P 500, they explain why market optimism isn't irrational—and how AI is fueling future growth.