“Charting The Course” is a podcast hosted by The Hilton Group at UBS Private Wealth Management to navigate the ‘rocks and reefs’ that life and financial markets can present. Each lively episode helps affluent investors set out on the proper course toward making smart financial decisions so they can spend more time doing what they love.
Charting The Course
Claim This Podcastby UBS advisor podcasts
3.0(2 reviews)
7 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
“Charting The Course” is a podcast hosted by The Hilton Group at UBS Private Wealth Management to navigate the ‘rocks and reefs’ that life and financial markets can present. Each lively episode helps affluent investors set out on the proper course toward making smart financial decisions so they can spend more time doing what they love.
Language
🇺🇲
Publishing Since
10/6/2022
1 verified contact email on file for Charting The Course
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Recent Episodes
September 28, 2023
Life After Your Business Exit: What's Next?
Jamie Hilton, managing director at The Hilton Group at UBS, reiterates the importance of discovering one's true cost of living BEFORE a business exit, including figuring out your personal budget and financial resources. In this episode, Jamie further defines the “wealth gap” in terms of what an owner needs to receive from the sale of their company to fill in the financial gap previously filled by their business. Also covered is the critical role tax planning plays before an exit; how to find purpose in life after selling; the "retirement honeymoon;" and the number one thing someone should do when contemplating life after a business exit.
September 28, 2023
Top 7 Transition Strategies for Exiting Your Business
In this episode, The Hilton Group Managing Director Jamie Hilton shares seven transition strategies and answers questions such as: How can a business owner determine which transition option is best? When is the right time to communicate to employees about an exit? Is it always the goal for a business to continue operations after the owner exits, or is closing sometimes the only option? Jamie also covers what would happen if the wrong exit option is selected, if a change in strategy toward the end is possible, and who an owner should call first when considering exit planning.
September 28, 2023
Planning for Your Business Exit
In this episode, The Hilton Group Managing Director Jamie Hilton covers the importance of aligning business, personal and financial goals when planning an exit; how to get enlightened about true business value; the right time to start planning; how to get a business valuation done; how long a typical business exit takes; considering business partnerships when exit planning; and if there is such a thing as a perfect business exit.
7 total episodes available
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Frequently asked questions
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- What is Charting The Course?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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