louisville financial advisor

Episode 14:  Louisville Certified Financial Planner Jeb Jarrell interviews Certified Exit Planning Advisor (CEPA) Linda Ruffenach, with Execuity.  She was the CEO of a large company.  Now, she works with other business owners who are ready to begin maximizing the value of their companies and planning for succession. Linda and Jeff will discuss the process of succession planning and related topics.

Meet Linda Ruffenach

Linda owns Execuity Value Advisors.  She and her team work with business owners to maximize the value and profitability of their businesses as a preliminary step to transitioning their roles.  The end result is the execution of a successful succession to new owners and/or leaders.  Linda comments that all business owners will eventually leave their respective businesses, either on their terms or someone else’s terms.

We’d like to thank Linda Ruffenach for taking the time to share her perspective and advice for business owners considering the sale of a business.

At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your strategies.  A good advisor will bring a solid perspective, but also know how to develop and implement your strategy.  You can schedule a meeting with Louisville Certified Financial Planner Jeb Jarrell, by clicking this link.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!

Episode 13:  Louisville Certified Financial Planner Jeb Jarrell interviews entrepreneur Andrew McIntosh.  They’ll discuss Andrew’s journey and the eventual selling of his company, SKYE Technologies.  Andrew is a cyber-security expert. 

We’d like to thank Andrew McIntosh for taking the time to share his journey and perspectives.

At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your strategies.  A good advisor will bring a solid perspective, but also know how to develop and implement your strategy.  You can schedule a meeting with Louisville Certified Financial Planner Jeb Jarrell, by clicking this link.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!

Episode 9:  Certified Financial Planner Jeb Jarrell discusses various types of insurance for young professionals. We briefly touched on how insurance plays a role in a comprehensive financial plan, in Episode 3.  Today, he focuses on protecting your family.

No one wants to think about what could happen in the event of a medical emergency or a car wreck, but it’s an unfortunate reality.  Having a plan in place is an important step in protecting you, your family and your assets.

At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your investment strategies.  A good advisor will bring a solid perspective, but also know how to develop and implement your strategy.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!

Episode 8:  Certified Financial Planner Jeb Jarrell discusses dealing with volatility.  As an investment advisor, a turbulent economy can be challenging, but generally speaking, there are steps you can take to limit the impact of that turbulence.  Let’s listen to Jeb as he explains how.

The economy has been very volatile during the last several months.  The question is how do you best deal with it, and possibly even take advantage of it?