Join us on Average Joe Finances as our guest Chad Olivier shares his extensive experience and knowledge in financial planning since 1996. Chad discusses his journey from selling tax-free bonds to founding the Olivier Group in 2002, where he now specializes in individual investments and certified exit planning for small business owners.
In this episode:
*Grasp the significance of evolving from a specialized financial service, like selling tax-free bonds, to establishing a comprehensive financial planning firm.
*Recognize the critical role of exit planning as an essential component of a business owner's financial strategy, ensuring maximum value extraction.
*Comprehend the importance of maintaining a business as a separate entity from personal finances to create a sellable asset.
*Realize the necessity of prudent debt management and the delicate balance between scaling and stabilizing a business.
*And so much more!
Key Moments:
00:02:03 Guest Introduction: Chad Olivier
00:02:31 Chad's Journey into Financial Planning
00:03:15 The Niche of Exit Planning
00:06:49 Personal Motivation and Early Career
00:08:34 Building a Successful Firm
00:10:58 Mentorship and Continuous Learning
00:15:42 Challenges and Advice for Business Owners
00:19:56 The Evolution of Financial Planning
00:22:00 The Role of AI in Financial Management
00:22:52 The Importance of Expert Advice
00:24:04 Building a Business Legacy
00:24:35 Separating Personal and Business Finances
00:28:11 Lessons from Business Mistakes
00:31:06 Investment Strategies for Beginners
00:34:19 Recommended Books and Podcasts
00:36:15 Closing Remarks and Resources
Find Chad Olivier on:
Website: www.oliviergroup.com
Facebook: www.facebook.com/theoliviergroup/
X: https://x.com/TheOlivierGroup
LinkedIn: www.linkedin.com/in/chad-olivier-70b29621/
Average Joe Finances®
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About Mike: https://mikecavaggioni.com
About Tawnya: https://www.themoneylifecoach.com/
Show Notes add-on continued here: https://averagejoefinances.com/show-notes/
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See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes
