Podcast Episode 41

Family Business Series: Aligning the Math and Emotion in Financial Planning for Business

Episode 41 | 35 min
With Guest:
  • Mark Pletts, Founder of Waypoint Capital Advisors

Host, Jamie Duininck, is joined by Mark Pletts, a financial advisor who believes that financial planning in a family business, when done correctly, can positively impact generations to come. He has worked with Jamie and many other family businesses to navigate financial challenges and make decisions that are best for both the business and the family. In this episode, Jamie and Mark discuss how to align the math with the emotion when doing financial planning for your business.

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