Be Brave! Or as a smart friend recently told me, “Scared money don’t make money!” I want to help you make money. To some of you, this current market pullback feels like you’re losing money. You’re not, unless you decide to sell. Provided you don’t have an emergency and need the cash right now, odds […]

ROBS: Rolling Over Your Retirement to Start a Business Dear Exit Wealth® Members and Friends, For you dreamers out there—certain you’ve got the perfect business plan if only you had the money to get it started—you very well may have the money you need… sitting quietly in your retirement account. And there’s a legitimate IRS-recognized […]

Thinking About Starting A Business? Tax Law Changes Could Mean Millions More For You If you’re a small business owner eyeing an exit in the next few years, the One Big Beautiful Bill Act could be your new friend. President Donald Trump’s recently enacted law expands Qualified Small Business Stock (QSBS) benefits — meaning if […]

Dear Members and Friends of Exit Wealth, We hope you enjoyed the long weekend. Maybe you relaxed or binged a new show. Netflix recently released Extant starring Halle Berry, where she raises a humanoid robot “son”, a child her character clearly loves dearly. A decade ago, that would’ve been pretty far-fetched sci-fi. Today? Could you […]