Prosperity Report
Have You Seen the Prosperity Report?
Every episode explores fresh ideas for building wealth, safeguarding it, and translating it into a life with meaning – with insights from actual business owners and financial professionals. Discover why prosperity is more than just a number. It’s the power to shape what’s possible – for you, your family and your heirs!
The Prosperity Report – A Leader in Trucking: from Founding to Exit, with Guest Dan Ugalde
After a long and productive career, our Guest Dan Ugalde took an interesting approach when exiting his company: he chose to liquidate rather than sell.
The Prosperity Report – A Look at Exit Strategies for the Business Owner with Guest Ben Julianel
We will be discussing exit strategies for business owners with our guest Ben Julianel. Your business is not simply what you do with your time and talent, it’s a sizable asset.
The Prosperity Report – Where is Real Estate Headed?
Guests Suzi Dailey and Andrew Morrow discuss both residential and commercial real estate, the Southern California market, and some insights on real estate deals that most people aren’t even aware of.
The Prosperity Report – When are Annuities a Good Choice? – with guest Zach Hurst, CFP
Our guest Zach Hurst, CFP, CLU, will help us explore annuities so you can have a knowledgeable opinion instead of a knee-jerk reaction when you hear this much-talked-about term.
The Prosperity Report – Benefits of an ESOP in the Construction Industry with guest Michael Harden
Guest Michael Harden, CPA, CFA, Senior Managing Director of Ambrose Advisors discusses transferring ownership of your construction business to an ESOP and other factors to consider when deciding if/when to sell.
The Prosperity Report – 30 yrs of Profitability Insights for Contractors, with Guest Warren Hennagin, CPA
With 30 years of financial experience in the construction industry, our guest Warren Hennagin CPA, MST, CCIFP, CGMA discussed profitability insights for contractors.
Subscribe to the Prosperity Report
