Live From Inside a Belgian Style Pub! (Part 2)

Live From Inside a Belgian Style Pub! (Part 2)

Author: Josh Saunders and Mark Seither January 17, 2020 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 said "adulting" was switching to a CPA that could help him break down and streamline his brewery/restaurant model and track certain indicators. To provide more clarity, we have Lou Catalano from MUN CPAs, and Andy's trusted professional. Lou provides Andy (and many other brewer...

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
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(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 1) [not-audio_url] [/not-audio_url]

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 b…