June 2023 – Wealth on the Move

How to Navigate the Founders Exit Paradox with Jerome Myers (Ep. 20)

By Monetary-Mix-Tape | June 22, 2023

Are you a business owner contemplating an exit?

In this episode, Jerome Myers, PE, MBA, PMP, and business exit coach shares his journey from corporate America to specializing in helping business owners face the challenges associated with exiting their business.

Jerome discusses:

The “Six Centers of Doubt” that business owners experience
How his framework helps individuals successfully transition away from corporate America
The importance of focusing on the human element of a profession rather than the financial benefits
And more

Connect with Will Hoffman:

Connect with Jerome Myers:

About Our Guest:

Jerome Myers is an award-winning engineer, investor, mentor, and business strategist who helps founders navigate their Exit Paradox through his masterminds and coaching programs.

Prior to leaving his corporate leadership position, Jerome built a $20 million, 175-person division of a Fortune 550 company from scratch. He now uses his project management, engineering and business expertise to advise business leaders on key areas such as: leadership strategy, process improvement, sales and data analytics in real estate, financial services, business services, and health care to help his clients double their revenue, time off and charitable giving.

Jerome is also a general partner in a multifamily real estate portfolio and serves on the North Carolina Agricultural and Technical State University Entrepreneurship Advisory Board.

In 2022, Jerome won the prestigious alumni achievement award for the North Carolina A and T State University College of Engineering where a fully endowed scholarship has been created in his family’s name. A noted media expert, Jerome has been featured in Business Insider, Black Enterprise, Entrepreneur, Biznow, CBS, ABC and Fox.

Jerome has interviewed numerous newly exited operators (NEOs) on his top-ranked Dreamcatchers podcast which provides inspiration, education and direction to his audience of founders who are building companies to sell after they exit the “Matrix”.

Jerome Myers is not affiliated with or endorsed by LPL Financial and Hoffman Wealth Management.

About Our Host:

Will Hoffman is a financial advisor and the Founder of Hoffman Wealth Management, a firm dedicated to helping professionals create wealth plans that revolve around their financial goals. Will has 20 years of experience in the financial services industry and is passionate about becoming his client’s most trusted financial ally.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Hoffman Wealth Management are separate entities from LPL Financial. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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What It’s Like to Lose a Parent with Eve Simon of the GenX Stories Podcast (Ep.19)

By Monetary-Mix-Tape | June 8, 2023

No one knows the pain and suffering of losing a parent until it happens to them.

In today’s episode, Eve Simon, founder and co-host of the GenX Stories Podcast joins Will to not only share her love of being a member of the best generation there is but also what it’s like to lose a parent.

Listen as she tells of her close relationship with her father, how his death impacted her role as an only child, and how grateful she is to him for having his finances in order prior to his death.

Reminisce about your childhood, while facing truths about your present as Eve discusses:

How so many Gen Xers are ‘sandwiched’ between looking after children and their aging parents, and what that means for their lifestyle and relationships
The parallel experiences shared by Gen Xers across different regions and backgrounds
How attending her 25th college reunion spurred the GenX Stories Podcast
The importance of having close-knit relationships to help you through ‘mid-life’ experiences like divorce, or the death of a parent
Why you need to have a conversation surrounding estate planning with your folks
And more

Resources:

Connect with Eve Simon:

About Our Guest:

A lapsed Philosophy major with an MFA in theatrical lighting design and 26 years of experience in the web design industry, Eve is the executive producer & host of GenX Stories. By day, she is the founder & chief storyteller at Eve Simon Creative but will always be an 80’s Madonna girl at heart and may or may not be obsessed with Ampersands.

Eve Simon and GenX Stories Podcast are not affiliated with or endorsed by LPL Financial and Hoffman Wealth Management.