35: Defining Wealth - Robb McKinney, Bridgeview Wealth

The pandemic has changed many things for small business owners. Comparing to pre-COVID data, a 2020 survey from the Value Builder System showed that more business owners are accelerating their succession plans, looking to sell their company to a third party within five years. Additionally, business owners define “wealth” differently than before, emphasizing freedom and time to do what you want. What does wealth mean to you?

Laurie Barkman speaks with Robb McKinney, Founder of Bridgeview Wealth, about how wealth isn’t just about money.

Listen to learn more about how entrepreneurs and family businesses can pass on their values along with their money-- connecting their heart and history, with their future and finances, across generations.

Listen in to learn more about:

• Redefining the meaning of wealth
• Switching to a values and vision based strategy
• Navigating family dynamics that impact business success across generations
• Family philanthropy approach

Show links:

Robb McKinney, LinkedIn

https://www.linkedin.com/in/robb-mckinney-59798b20/

Bridgeview Wealth website

https://www.bridgeviewwealth.com/

The Ultimate Discovery Experience:

https://www.bridgeviewwealth.com/the-ultimate-discovery-experience

Laurie Barkman, LinkedIn

https://www.linkedin.com/in/lauriebarkman/

SmallDotBig website

https://www.smalldotbig.com/