Watch, Read, Listen
-

How to prepare your business for Private Equity w/Mike Palm of Charter Capital Partners
In this episode, Mike Palm from Charter Capital Partners discusses strategies for business owners…
-

3 Ways to Super Charge Your Trust
In this episode of Navigating Abundance, Chris Tanke explores three legacy tools to enhance…
-

Why Family Harmony isn’t the goal and what to build instead | Thomasina Williams of Sankofa Legacy Advisors
In the Navigating Abundance episode, Chris Tanke and Thomasina Williams from Sankofa Legacy Advisors…
-

What if you had 90 days left to live?
In this episode of Navigating Abundance, hosts Chris and Connor discuss the priorities for…
-

Estate Planning: Making Beneficiaries Simple
Chris Tanke and Ken Puzycki explore estate planning complexities, underscoring the significance of accurate…
-

Unlocking the Power of Donor Advised Funds | Dan Poortenga, National Christian Foundation
This discussion highlights donor advised funds (DAFs) as flexible charitable accounts, allowing donors to…
-

Straight Talk On Selling Your Business Ep. 1 with Mike Walters, CEO of USA Financial
Chris Tanke and Mike Walters discuss the complexities of selling a business, emphasizing the…
-

Thinking Through Partnership Arrangements with Brent Enders, President of USA Financial
In the podcast episode, Brent Enders discusses the nuances of partnership agreements in business,…
-

What Estate Planning Is Not
In the “Navigating Abundance” episode, estate planning attorney Kenneth Puzycki clarifies misconceptions about estate…
-

Navigating Abundance Foundations: Plugging Into Navigating Abundance
The Navigating Abundance Podcast emphasizes the importance of total family wealth for families undergoing…