Live From Inside a Belgian Style Pub! (Part 1)

Live From Inside a Belgian Style Pub! (Part 1)

Author: Josh Saunders and Mark Seither December 30, 2019 Duration: 41:39
We are visited by Andy Klein, owner and brewmaster of Monk Cellar, located in old town Roseville, CA. Also on this episode is Lou Catalano, the CPA and beer enthusiast who has helped Andy succeed in today's competitive beer and restaurant scene. What makes Andy's relationship with Lou different? Lou is a strategist and consultant. He doesn’t simply assess Andy’s business profits/losses and advise him his taxes due, but he listens to Andy’s visions and helps guide him through the ...

The Wealth Preservation Podcast is a conversation about the long game in business and life, hosted by Josh Saunders and Mark Seither. It moves beyond simple success stories to explore the resilience and strategic thinking required for lasting achievement. The focus here is on preservation-of capital, legacy, and vision-through the lessons learned from setbacks and calculated risks. You'll hear from founders and seasoned advisors who have navigated complex challenges, dissecting the pivotal decisions and often-overlooked principles that build durable enterprises. This podcast delves into the practical aspects of management and growth while acknowledging that every career path contains missteps. The dialogue is geared toward entrepreneurs and operators who understand that building something meaningful requires more than just momentum; it demands foresight and adaptation. Tune in for candid reflections on what it truly takes to create and sustain wealth in its broadest sense, drawing on the hard-won insight of those who have done it.
Author: Language: en-us Episodes: 56

Wealth Preservation Podcast
Podcast Episodes
Capital Gains and Accelerated Depreciation: A Tax Love Story [not-audio_url] [/not-audio_url]

Duration: 45:06
They say two things are certain: death and taxes. Our guest had not much to say about minimizing the former, but a TON on handling the ladder! Eli Weiner sat down (again) with the Wealth Preservation Podcast and walked t…
(Estate) Plan For The Worst and Hope For The Best! [not-audio_url] [/not-audio_url]

Duration: 31:45
Description: Families fight. Even yours! Want to throw in more complication to your generational wealth and legacy transfer? How about complex estate taxes, property taxes, state jurisdiction, and trust litigation? These…
Live From Inside a Belgian Style Pub! (Part 2) [not-audio_url] [/not-audio_url]

Duration: 42:16
We're back at The Monk's Cellar and nobody is too mad about it! Owner and brewmaster Andy Klein goes into detail about the business side of chasing his passion. It's kind of like "adulting" for business owners. Part of s…