#9 Power Forward Pod: Navigating Change and Ensuring Financial Legacy

Ready to discover the secrets behind seamless financial transitions and ensuring your family's future? Welcome to the Power Forward Pod! In today's episode, we sit down with the newest member of our team and longtime friend, David Chabbott.. Join us as we dive into David's fascinating journey, the importance of preparing for the unexpected, and the art of pivoting to achieve your goals.

In This Episode, We'll Cover:

• David's Journey: From nursery school friends to colleagues, learn about David's path to joining the Power Forward Group.
• Financial Preparedness: The critical steps in preparing for life's unexpected twists and ensuring your goals align with your family's needs.
• Importance of Adaptability: How the ability to pivot and adapt can make or break your financial success.
• The Role of Buy-Sell Agreements: Understanding these essential documents and their impact on family businesses.
• Lessons from a Legacy: David's personal experience with his family's coffee business and the importance of regular financial updates and open communication.

Key Takeaways:

• Gain insights into the necessity of having difficult but crucial financial conversations.
• Discover practical advice on maintaining and updating financial plans and documents.
• Learn how to navigate the complexities of family businesses and legacy planning.

Don't miss out on this episode packed with valuable insights and practical advice. Tune in to Power Forward Pod and take the first step towards securing your financial future today!

For education use only- not to be relied upon as financial advice. The information provided is for educational purposes only and is not intended as investment advice or a solicitation for the purchase or sale of any product or security. Investing includes risk, as well as the potential loss of the money you invest. Insurance and other financial products and services could be subject to certain terms, eligibility requirements, conditions and costs, and may not be right for everyone.

 

Past performance is not a reliable indicator of future results. Referenced indices are unmanaged and do not reflect sales charges; it is not possible to invest directly in an index.

 

Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK. 6684490RG_Jun26