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What’s Next?

What’s Next?

Written by: Parcion Private Wealth
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 What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next.

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Parcion Private Wealth (443195) Economics Leadership Management & Leadership
Episodes
  • Managing the Transition of Selling Your Business and Other Lifequakes with Bruce Feiler

    Managing the Transition of Selling Your Business and Other Lifequakes with Bruce Feiler
    Feb 6 2023
    For this episode, Terry Cook is joined by Bruce Feiler. Bruce is the author of seven New York Times bestsellers, including Life Is in the Transitions and Secrets of Happy Families. His three TED Talks have been viewed more than 4 million times. In their conversation, Bruce and Terry dive into navigating challenging life and family moments and discuss Bruce's new book, The Search, about finding meaningful work.More resources at www.parcionpw.com and www.brucefeiler.com.

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    40 mins
  • Venture Capital Explained with Brendan Wales

    Venture Capital Explained with Brendan Wales
    Jan 23 2023
    Join Terry Cook and Brendan Wales, general partner of Fuse, an early-stage venture capital firm, as they discuss all things venture capital, including how firms like Fuse operate and the opportunities available to interested investors. More resources at www.parcionpw.com and www.fuse.vc.

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    37 mins
  • Donor-Advised Funds - A Primer with Colby Bircher

    Donor-Advised Funds - A Primer with Colby Bircher
    Aug 18 2022
    Join Terry Cook and Colby Bircher, vice president of charitable planning at Fidelity Charitable, as they discuss how donor-advised funds can be used as a tool for impactful philanthropic planning and the advantages of this form of charitable investing. More resources at www.parcionpw.com and www.fidelitycharitable.org.

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    35 mins
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