In this season one finale, Rick Thomas brings on Family Money Podcast producer, Brandon Laws, to recap season one and highlight key segments from each episode. 

Sponsors: First Generation Advisors & First Generation Financial

In this episode of the Family Money Podcast, Rick Thomas chats with Branko Culo, of Express Professional Employers and Specialized Recruiting Group franchises in Edmonton, Alberta. You'll hear how Branko's business adapted to the pandemic and how they're planning for the future. 

Sponsors: First Generation Advisors & First Generation Financial

In this episode, you'll hear from Taylor Gentry of Endeavor Capital, a private equity firm in Portland, Oregon. Taylor shares valuation drivers that lead to successful exits in the SMB space. And for those contemplating exits from their business, or perhaps going through it currently, this is an informative discussion on what buyers are truly looking for and what drives value, and how the business operates within its market.

Links/Resources:

• Endeavour Capital
• Connect with Taylor Gentry on LinkedIn

Sponsors: First Generation Advisors & First Generation Financial

Where some businesses struggled during the pandemic, Chylese Austin and Lark and Fir Realty grew from one broker to 12 during the pandemic. How did she and her team do it? Hear how in this exclusive K-Curve Case Study with Chylese Austin.

Resources/Links Mentioned in this episode:

• The K-Curve and the Value of Frameworks
• Lark + Fir Realty

Sponsors: First Generation Advisors & First Generation Financial

Very few leaders will experience the amount of adversity and business obstacles as Gary Mortensen, President of Stoller Wine Group, experienced in 2020/2021 during the pandemic. 

In this exclusive K-curve case study, you'll hear how Gary and his team at Stoller Wine Group pivoted, invested in various parts of the business, and worked through challenge after challenge related to the pandemic and Oregon wildfires. 

Resources/Links Mentioned in this episode:

• The K-Curve and the Value of Frameworks
• Stoller Wine Group

Sponsors: First Generation Advisors & First Generation Financial

Like many businesses early in the pandemic, Aaron Crowley's granite and quartz business was hammered. But they navigated it and came out on top by adapting and changing with the market landscape.

Don't miss this incredible K-curve case study with Aaron Crowley.

Resources/Links Mentioned in this episode:

• The K-Curve and the Value of Frameworks

Sponsors: First Generation Advisors & First Generation Financial

How do business owners sort through all the decisions of players involved in implementing a workplace retirement plan for their organization? Here to demystify the employer-sponsored retirement plan is Eric Burnside, VP and director of business development of independent retirement, a third-party administrator, and Bonie Treichel co-founder and chief operations officer of Zoona, a national finance and benefit consulting firm.  I found Eric and Bonie to be really refreshing in demystifying the process and clearly explaining how operators in the SMB space can make these decisions with confidence.

Resources/Links Mentioned in this episode:

• The K-Curve and the Value of Frameworks
• Retirement Plan Service Providers Graphic

Sponsors: First Generation Advisors & First Generation Financial

Why is our relationship with money so mysterious? In the inaugural episode of the Family Money Podcast, I'm joined by my younger sister, Yolanda Christenson, for a discussion about money and our relationship with it. 

For most of us, we have an emotional reaction to money--spending it, investing it, or planning for retirement. In this episode, we'll clear the noise and get to the heart of the relationship we have with money.

Resources/Links Mentioned in this Episode:

• The Psychology of Money by Morgan Housel

Sponsors: First Generation Advisors & First Generation Financial