Melissa Yano Joins On Life with Helen to Talk Financial Security for Business Owners

We’re thrilled to announce that Melissa Yano, President of Capital Wealth Planners, recently appeared on the On Life with Helen podcast to share her expertise on financial planning for business owners. In Episode 55, titled Securing Your Company’s Future: Financial Planning for Business Owners, Melissa dives into the strategies every small and medium-sized business owner should know to help plan for the future. 

Why You Should Tune In — Key Highlights Covered in This Episode

During her conversation with Helen, Melissa covers a wide range of topics critical for business owners at any stage of their journey. Here are a few key takeaways you won’t want to miss:

Planning for the Unexpected

Understand the importance of preparing for unforeseen events and how having a financial plan can help preserve your business’s stability.

Creating Seamless Succession Plans

Succession planning is essential for long-term success. This episode shares insights on how to make the process as smooth as possible and help set your business up for success beyond your active involvement. 

The Role of Buy-Sell Agreements

Explore the importance of buy-sell agreements and how they can protect both business and personal assets.

Balancing Business and Personal Finances

Separating business and personal finances is often easier said than done. Get practical advice on finding the right balance for you. 

Debunking Financial Myths

Tune in as some common myths about business financial planning are debunked — and learn why it’s okay not to be a financial expert as a business owner.

Check Out The Episode Today!

Melissa’s insights offer helpful guidance no matter where you are in your business journey. She shares practical advice rooted in nearly two decades of experience and a deep understanding of what it takes to support a successful business. Click here to listen to the full podcast!

 

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