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#55 - Financially Preparing for Ownership w/ Erik Garcia
Manage episode 400745764 series 3442488
Nội dung được cung cấp bởi Lindsay & Carey Wallace and Carey Wallace. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Lindsay & Carey Wallace and Carey Wallace hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.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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