Why teamwork matters in exit planning with Julie Keyes

Why teamwork matters in exit planning with Julie Keyes

Julie Keyes didn’t set out to become an exit planning guru, she learned from her own experiences exiting a business and her work with the Exit Planning Institute. She now shares those takeaways—including the importance of hiring the right team, understanding your true valuation, and more—at KeyeStrategies, her exit-planning firm. Julie and Morgan chat about why preparation is key and how to find the right people to support you as you succession plan. Learn more about Julie: https://keyestrategies.com/ Thank you for listening! Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media: LinkedIn [https://www.linkedin.com/in/morganranstromcfp], Instagram [https://www.instagram.com/morganonpurpose], YouTube [https://www.youtube.com/@MorganOnPurpose], Facebook [https://www.facebook.com/people/Morgan-on-purpose], and X [https://x.com/morganranstrom].

Getting rich in American history with Joseph Moore

What did financial independence actually look like across 250 years of American history? And was the advice people were getting any good? Historian and bestselling author Joseph Moore joins Morgan to find out — and the answers might make you rethink everything your favorite finance influencer has ever told you. They dig into why financial anxiety isn't new (Americans have been declaring the dream dead for centuries), why compound interest and passive investing are younger and less reliable than we've been led to believe, and why the stock market only started beating bonds after World War Two. If you have no say in the outcome, Joseph argues, it's not investing — it's gambling. And a lot of what passes for financial wisdom today is closer to the latter. But this isn't a doom-and-gloom episode. Joseph makes a compelling case that the odds of getting ahead are genuinely better now than at any point in American history — and that your biggest wealth-building asset has always been you, not your portfolio. The book is How to Get Rich in American History — check it out here https://www.josephmoorebooks.com/  Thank you for listening! Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media: LinkedIn [https://www.linkedin.com/in/morganranstromcfp], Instagram [https://www.instagram.com/morganonpurpose], YouTube [https://www.youtube.com/@MorganOnPurpose], Facebook [https://www.facebook.com/people/Morgan-on-purpose], and X [https://x.com/morganranstrom].

Behind the buzzwords with Bill Mulvahill

Searching for a financial advisor means getting inundated with certain buzzwords. For a long time it was “fiduciary” and now it's “virtual family office.” But what do these terms really mean?  In this episode, Morgan and Bill discuss what a traditional family office is, how it’s evolved into a multi-family office, and the current trend toward virtual family offices. Beyond that, they look at what it takes to build a truly supportive virtual family office, and what questions to ask an advisor to see if you’ll really get that level of support. Not sure if a virtual family office is what you need? This is the episode for you. Ready to get to work right away? Learn more by visiting www.trailheadplanners.com. Thank you for listening! Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media: LinkedIn [https://www.linkedin.com/in/morganranstromcfp], Instagram [https://www.instagram.com/morganonpurpose], YouTube [https://www.youtube.com/@MorganOnPurpose], Facebook [https://www.facebook.com/people/Morgan-on-purpose], and X [https://x.com/morganranstrom].

Flipping the script with Shawna Ohm

This week we’re venturing into new territory: Our first guest host. Content 151’s Shawna Ohm joins the podcast to grill Morgan about his upcoming book “Don’t Die at Your Desk.” The conversation ranges from: * Why Morgan felt compelled to write this book now * The push and pull of big picture questions, like the purpose and legacy of what you’re building… versus the day-to-day questions like who to hire first * How Morgan found his purpose working with entrepreneurs, and how he hopes this book can help create even more value for that key audience. If you enjoyed the conversation, make sure you like and subscribe so you can be the first to get updates about the book’s publish and pre-order date. Plus, let us know what you think of the guest host format—is this something we should do again?! You can learn more about Shawna and her work by visiting her company’s website www.Content151.com or connecting with her on LinkedIn. Thank you for listening! Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media: LinkedIn [https://www.linkedin.com/in/morganranstromcfp], Instagram [https://www.instagram.com/morganonpurpose], YouTube [https://www.youtube.com/@MorganOnPurpose], Facebook [https://www.facebook.com/people/Morgan-on-purpose], and X [https://x.com/morganranstrom].

Designing your exit with Ryan Ray

Every business owner will exit their business at some point—the only question is whether it happens by design or by default. In this episode, Morgan talks with business strategist Ryan Ray about how to approach exit planning with intention. They go beyond valuations and deal structures to explore the deeper questions: Why is it so hard to step away? What does “ready” actually look like? And how do you balance financial goals with the life you’re trying to build outside the business? Ryan shares how he helps owners identify where they’re stuck, remove themselves as the bottleneck, and begin building systems—and teams—that can operate independently. Along the way, they discuss the role of fear, the myth of perfect timing, and the tradeoffs every owner has to navigate. Whether your exit is years away or not quite on your radar yet, this episode offers a framework for thinking about it on purpose.  Connect with Ryan on Linked https://www.linkedin.com/in/ryanraysr/ [https://www.linkedin.com/in/ryanraysr/] and learn more about his business here: https://rgahub.short.gy/webinar [https://rgahub.short.gy/webinar]  Thank you for listening! Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media: LinkedIn [https://www.linkedin.com/in/morganranstromcfp], Instagram [https://www.instagram.com/morganonpurpose], YouTube [https://www.youtube.com/@MorganOnPurpose], Facebook [https://www.facebook.com/people/Morgan-on-purpose], and X [https://x.com/morganranstrom].