Latest / Financial Planner Search
Why Business and Personal Money Can't Stay Separate with Ryan Staton | Financial Planner Search
In this episode of Financial Planner Search, Ryan Staton, managing partner and co-founder of Staton Walsh, explains why the old advice to keep work and home life separate falls apart the moment you own the company. For a business owner, the two are already tangled, the succession plan is a family conversation, the balance sheet is a retirement plan, and nobody is treating them as one thing. Ryan's firm exists to put them back together.Most of his work lives in construction: trades contractors and government contractors, largely between Philadelphia and Northern Virginia. He walks through the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.