Business Mastery Podcast
Business is dynamic. And everything affects you and your business. Fight with your mother-in-law? Mindset struggle? Market Changes? YUP. So, we're going to talk about it all. No topic is off limits.
The goal for every episode is to offer a new and different perspective or provide actionable strategies you can implement now. On the topics you need, to help you run the small business you love, more successfully. To master your own business and to master yourself as its leader and decision maker.
Every Wednesday Dawn K. Kennedy, an attorney, author, mentor and the CEO of Convoy Road Coffee Roasters, releases a new episode for your middle of the week dose of ideas and inspiration. In 45 minutes or less.
Small bites, expert guests, big impacts.
Whether you are a new or seasoned entrepreneur, this show is about all the things around making a bigger impact with your pursuit and growing into your entrepreneurial vision.
Business Mastery Podcast
176. “Inheriting Wealth” with Melissa Hoyer
Dawn talks with Melissa Hoyer, a CERTIFIED FINANCIAL PLANNER™ and a Life/Wealth Coach at The Wealth Conservancy, a company that works with inheritors who have complex financial circumstances and are fed up with being overwhelmed or unsure of what they actually have. Her mission is to empower clients to manage their wealth wisely in a way that matters most to them. Dawn and Melissa talk about the critical importance of planning for succession, the emotional and financial impact of business inheritance, and how thoughtful estate planning goes beyond simply writing a will.
Who is Melissa Hoyer and whom does she serve? (0:47)
Planning for Business Succession (0:18)
Understanding Inheritances and Estate Planning (2:09)
Preparing for a Smooth Transition (3:18)
The Importance of Early Planning (9:05)
Challenges of Inheriting a Business (13:19)
Empowering the Next Generation (19:36)
Conclusion and Contact Information (23:59)
Melissa Hoyer’s Information.
LinkedIn: https://www.linkedin.com/in/melissahoyer/
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