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Smart Man, Smarter Woman Podcast

Jul 24, 2020

Gold Nuggets in this Episode:

  • Being an entrepreneur is great because you often do have control of your time and your actions.
  • Appreciating the opportunity to serve the community and meet with so many different people and successful business owners is a blessing.
  • Why Rick’s focus is on wealth and risk management planning for business owners, including doctors and dentists.
  • The importance in dealing with the questions that we usually don’t think about because of the business in running businesses.
  • Understand that to enter the world of an entrepreneur involves many different things, managing of your team, recruiting your team, managing the team, your marketing, and your social media presence and your cashflow and the risks that you have to deal with.
  • The reality that we underestimate the fact when business owners start out and they're on their own.
  • How it makes sense for business owners to address the risk of premature death in a meaningful way


For more than 30 years as a wealth advisor, he has learned that one of the most important aspects of his role is offering peace of mind and confidence when it comes to your financial future. It starts with a strategic roadmap that clarifies your current needs and future goals to ensure you’re looked after at every step of the way. Each personalized plan has a wealth and risk management strategy that is carefully constructed to find the right solutions at the right time for you, your family and your business. Rick also work hard to ensure there’s a comprehensive estate plan for your family, that leaves the lasting generational security you want, a retirement income plan for comfortable living and a charitable giving plan for an impactful legacy.


Song by Adam Vitovsky / CC BY 3.0