Best Jerome Myers Exit Paradox Advisor Podcasts (2025)

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The Founder's Exit Paradox (Feat: Jerome Myers) 25:53

5 days ago25:53

25:53

Exiting a business is often seen as the ultimate milestone — but for many founders, it’s just the beginning of a more complex, emotional journey. In this episode of Advance Your Wealth, I sit down with Jerome Myers, one of the country’s leading experts on business exits and the psychology behind them. After building a $20M division of a Fortune 550…

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Be Sellable: How to Attract Your Ideal Buyer Before You’re Ready - Lorraine McGregor 45:59

6 days ago45:59

45:59

What if your business could attract the right buyer before you're even ready to sell? In this episode, exit strategist Lorraine McGregor reveals why only 1–2% of businesses ever sell and how to ensure yours is one of them. She breaks down the hidden reasons exits fail, the mindset shifts founders must make, and what buyers are looking for. If you t…

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Regret Proof Your Business Part 2 - David Shavzin & Maria Forbes 27:20

13 days ago27:20

27:20

What if your team, not your revenue, is the key to a successful business exit? In Part 2 of the Regret-Proof series, Jerome Myers and Maria Forbes of Stratis Human Capital Solutions explore how people issues like misalignment, legacy hires, and founder-dependence quietly drain business value. Learn how to turn your workforce into your strongest ass…

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Don't Have a Vision for Retirement? It's Time to Fix That! 19:58

16 days ago19:58

19:58

Planning your retirement from a financial perspective is probably one of your most important goals. After all, you want to have enough money to live a good life. But what does that good life look like? If you’re like many people, you may not have defined clearly what your retirement years are going to be all about. On the latest installment of Adva…

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Regret Proof Your Business Part 1 - David Shavzin & Maria Forbes 34:28

20 days ago34:28

34:28

What if selling your business could be the proudest moment of your career, not your biggest regret? In this episode, Jerome Myers talks with David Shavzin, founder of The Value Track and co-founder of the Exit Planning Exchange Atlanta. With decades of experience in exit planning and M&A, David shares why so many entrepreneurs feel disappointed aft…

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Beyond Willpower: Designing Effective Forcing Mechanisms for Success - Matthew Jarvis 51:11

27 days ago51:11

51:11

What does it look like to engineer a business that serves your life—and not the other way around? Matthew Jarvis, founder of Jarvis Financial and co-founder of The Perfect RIA, built a thriving financial advisory firm designed for freedom. In this episode, Matthew opens up about building a “lifestyle practice,” navigating the emotional landmines of…

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Paychecks to Purpose: The 8 Exits of a Founder - Jerome Myers 1:00:43

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about a year ago1:00:43

1:00:43

Most people think money is the biggest barrier to leaving their job—but they’re wrong. In this powerful mastermind session, Jerome Myers joins real estate investors and corporate pros to reveal the real cost of walking away: emotional, mental, and operational. Drawing from his leap from corporate at the peak of success, Jerome shares hard-earned le…

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Letting Go on Purpose: A Founder’s Guide to Exiting Right with Julie Cole 43:51

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about a year ago43:51

43:51

What happens when your business becomes your identity, and you sell it? Julie Cole, co-founder of Mabel’s Labels, went from lawyering to label-making, raising six kids while helping build a household name from her sister’s basement. She opens up about the unexpected acquisition, how her team navigated co-founder dynamics, and the emotional complexi…

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Are Big Estate Tax Changes Coming? 18:52

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about a year ago18:52

18:52

As we step into 2025, wealthy families and their advisors are already looking ahead to major potential changes in estate and gift tax laws. With key provisions of the 2017 Tax Cuts and Jobs Act set to expire at the end of this year, many are wondering: What does this mean for estate planning? In this episode, we break down the possible changes that…

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Think Long-Term: The Key to Winning at Taxes - Steven Jarvis 39:36

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about a year ago39:36

39:36

How do high-earning professionals maximize their financial opportunities while avoiding common tax pitfalls? In this insightful conversation, Jerome Myers sits down with Steven Jarvis, a tax strategist dedicated to helping business owners and professionals confidently navigate tax planning. Steven shares actionable strategies to optimize tax saving…

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Mind Over Money: Managing the Emotional Rollercoaster of Exiting - Jerome Myers 48:06

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about a year ago48:06

48:06

Selling a business is often seen as the ultimate victory, but what happens when the excitement fades and uncertainty sets in? In this episode, Jerome Myers, America's leading exit authority, uncovers founders' emotional and psychological challenges after selling their businesses. Many assume financial freedom will bring fulfillment, only to feel lo…

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You're Not Just Exiting a Company—You're Exiting an Identity - Jerome Myers 7:39

about a year ago7:39

7:39

What if selling your business didn’t bring the fulfillment you expected? While most discussions around business exits focus on valuation, deal structures, and financial freedom, few address the emotional toll that follows. In this episode, Jerome Myers, America's leading exit authority, unpacks the silent costs of selling a business—the identity cr…

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The Five Scars of Success: How Struggle Fuels High Achievers - Jerome Myers 12:11

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about a year ago12:11

12:11

Success often comes at a cost. In this episode, Jerome Myers explores the Five Scars of Success—key life experiences that shape high-achieving entrepreneurs: conditional love, suicidal ideation, financial ruin, near-death experiences, and early loss of a loved one. While these experiences fuel ambition, they can also make business exits emotionally…

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Preparing for Your Exit: Key Things to Review Before Going to Market 18:58

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about a year ago18:58

18:58

As more baby boomer business owners reach the age of selling and many entrepreneurs recover from pandemic setbacks, the urgency to execute business transactions has never been greater. However, only a small percentage of owners achieve a truly successful exit. In this episode of Advance Your Wealth, we explore the three critical factors that determ…

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If You Can Dream It, You Can Achieve It - Michelle Jacobik 50:11

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about a year ago50:11

50:11

What if the life you've carefully built suddenly changes—whether through divorce, a business exit, or an unexpected transition? How do you redefine success when everything familiar is gone? Michelle Jacobik, a financial expert and entrepreneur, shares her firsthand experience of navigating these pivotal moments. She and host Jerome Myers discuss re…

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You Think You'd Have Time Until You Don't - Jerome Myers 19:12

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about a year ago19:12

19:12

What if the biggest myth about exit planning is also the most dangerous? In this solo episode, Jerome Myers, America's leading exit authority, breaks down the costly mistake founders make—waiting too long to plan their next move. He shares hard-hitting insights on the Founder’s Exit Paradox and why delaying the conversation about “what’s next” can …

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Should You Do An Earn-Out When Selling Your Business? 19:29

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about a year ago19:29

19:29

In the latest episode of Advance Your Wealth, Homer Smith explores the complexities of using an earn-out when selling a business. He breaks down how this strategy works, the key benefits—such as maximizing sale value and easing the transition for both buyer and seller—as well as the potential risks, including delayed payments and unforeseen challen…

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Hip Hop x Finance: What Hip-Hop Can Teach You About Wealth - Drew Boyer 40:45

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about a year ago40:45

40:45

What if your relationship with money determined your freedom? Most people chase wealth, but few truly understand how to manage it in a way that brings lasting security and fulfillment. Are you making financial decisions that serve your future, or are you unknowingly setting yourself up for financial traps? Jerome Myers sits down with Drew Boyer, au…

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Happiness Isn’t Something You Chase, It’s a Byproduct - Walter Paulsen 42:14

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about a year ago42:14

42:14

What if success isn’t enough? Many entrepreneurs reach financial freedom only to feel lost. Walter Paulsen, who built a $500M company, shares why wealth alone doesn’t bring fulfillment and what truly matters after the exit. Expect real talk on resilience, competition, and finding purpose beyond business. Walter and Jerome Myers break down why some …

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Leverage a Tax-Aware Investment Strategy in Your Long-Term Planning 24:21

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about a year ago24:21

24:21

In the latest episode of Advance Your Wealth, we explore how tax-aware investment strategies can enhance your long-term wealth planning. While we've previously covered preparing for a business exit and transitioning wealth to heirs and charitable causes, today’s focus is on Private Placement Life Insurance (PPLI)—a powerful tool long utilized by bi…

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The Payday Is Here, But Something Feels Off - Jerome Myers 10:06

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about a year ago10:06

10:06

Exiting your business should be a celebration—but why do so many founders feel lost afterward? In this solo episode, Jerome Myers explains the emotional cost of exiting, why money alone isn’t enough, and how to clearly navigate the transition. Whether you're considering an exit or already on the other side, this episode will help you find purpose b…

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There is Always a Process for Everything - Adi Klevit 34:10

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about a year ago34:10

34:10

What’s stopping your business from thriving without you? In this episode, Jerome Myers hosts Adi Klevit, founder of Business Success Consulting Group, to uncover the often-overlooked value of documenting and implementing processes. Adi shares real-life stories of businesses that doubled their value, onboarded employees faster, and achieved true ope…

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There’s No Balanced Life, Only a Blended One - Justin Goodbread 51:06

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about a year ago51:06

51:06

How do you create a business that builds lasting value and grants you the freedom to live life on your terms? Justin Goodbread, a seasoned entrepreneur with seven successful exits, shares his insights on designing businesses that thrive without your constant involvement. Learn how to build scalable systems, create recurring revenue, and focus on wh…

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Waking Up Tomorrow is Worth More Than a Million Dollars - Dave Fulk 49:16

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about a year ago49:16

49:16

How much is your reputation worth, and how does it impact your future? In this inspiring conversation, Dave Fulk unpacks the power of personal and business reputation in shaping success. From his entrepreneurial beginnings to partnering with top industry leaders, Dave shares valuable lessons on resilience, leadership, and building a purposeful lega…

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Neo Transition Assessment - Jerome Myers 35:57

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about a year ago35:57

35:57

Have you ever considered what comes next after stepping away from the grind of running a business? Jerome Myers, America's leading exit authority, dives deep into the journey of navigating life beyond the exit. From understanding the emotional shifts to embracing new opportunities, Jerome reveals the tools and insights to thrive in your next chapte…

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Your Next: A Guide to Finding Fulfillment After Your Exit - Jerome Myers 30:12

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about a year ago30:12

30:12

Is the end of your business indeed the end of your story—or could it be the beginning of your legacy? Your Next challenges you to reimagine what comes after the sale, exploring how to transition with purpose and embrace the possibilities of your next chapter. Jerome Myers introduces the transformative NEXT framework—Nourish, Evaluate, Explore, and …

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Shut Up and Listen - Matt Halloran 35:38

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about a year ago35:38

35:38

What does it mean to truly listen? In this thought-provoking conversation, Jerome Myers hosts Matt Halloran, author of Shut the F** Up and Listen*. Together, they uncover the transformative power of listening—not just hearing but engaging deeply to connect, persuade, and transform. They explore the differences between manipulation and persuasion, d…

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The Post Exit Assessment - Jerome Myers 37:55

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about a year ago37:55

37:55

What defines you when the roles you've played are stripped away? Join guest host Matt Halloran and co-host Jerome Myers on a compelling exploration into the power of self-knowledge during life's transitional phases. This episode unveils a groundbreaking personality assessment tool for those moving beyond their business careers. Listeners will gain …

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Your Guide for Exiting to Excellence - Jerome Myers 34:01

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about a year ago34:01

34:01

What happens when your identity is deeply tied to your business? How do you plan an exit that protects your company and your sense of self? Jerome Myers and Matt Halloran explore the “Founder’s Exit Paradox” and the challenges of stepping away from a business while asking: What’s next when the company no longer defines you? Jerome shares stories fr…

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The Biggest Scale Traps for Business Owners 30:42

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about a year ago30:42

30:42

In this episode of Advance Your Wealth, we dive deep into the challenges of scaling a business and how to navigate the common pitfalls entrepreneurs face. Joining us is Joe Shrutz, Chief Operating Officer of the PSBLTY Company, who brings a wealth of experience and actionable insights. Joe shares his expertise on the biggest mistakes business owner…

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Your Personal Brand Can Open Doors - Alan McLaren 48:09

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about a year ago48:09

48:09

How can discovering and sharing your uniqueness authentically transform your personal brand and impact the world? Jerome Myers and Alan McLaren dive into the essence of personal branding, exploring how unlocking your "Brand DNA" can help you build trust, foster meaningful connections, and align your online presence with your true self. Through powe…

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How the 2024 Election Results Will Impact Your Financial World 21:23

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about a year ago21:23

21:23

On the latest episode of Advance Your Wealth, we dive into the market’s reaction to the recent election results, exploring whether the response was in line with expectations or presented surprises. We discuss the reduced pre-election volatility, the modest post-election market increases, and what this might signal for future trends. Our conversatio…

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The Key isn’t Wanting Less, It’s Wanting Differently. - Dr. Daniel Crosby 51:42

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about a year ago51:42

51:42

Is wealth a means to happiness or a barrier to a fulfilling life? This provocative question sets the stage for an enlightening conversation between Jerome Myers and Dr. Daniel Crosby, a leading authority on behavioral finance. Together, they unpack the paradox of wealth, exploring why money often feels like the ultimate goal yet rarely delivers the…

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Trust is a Two-Way Street - Charlie Green 42:17

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about a year ago42:17

42:17

What if trust is more than a skill—what if it’s a way of life? How does real trust shape our relationships and legacy? Jerome Myers and Charlie Green explore the essence of trust and why it matters in business and beyond. Charlie, the author of The Trusted Advisor, breaks down the "Trust Equation" and shares how credibility, reliability, intimacy, …

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From Coffee Shop Beginnings to CEO Success - David Rodnitzky 54:35

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about a year ago54:35

54:35

What if achieving your ultimate business goals isn’t the end but just the beginning of a new journey? In this compelling conversation, Jerome Myers and David Rodnitzky dive into the reality of building, scaling, and ultimately exiting a successful business. David reveals what it’s like to reach the pinnacle, only to face new challenges: redefining …

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Factory of Good: Using Prosperity to Build a Lasting Impact - Alex Bean 39:11

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about a year ago39:11

39:11

When you reach the peak—exit your business and achieve financial freedom—what comes next? Alex Bean, co-founder of Divvy, shares his personal journey through the highs and challenges of “making it.” In this episode, he reveals the four stages that follow a major success—Honeymoon, Loss, Experimentation, and Reinvention—and offers a fresh perspectiv…

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Here's How the Ultra-Wealthy Set Their Heirs Up for Success 21:20

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about a year ago21:20

21:20

Many families have plans to pass along some of their wealth to children and grandchildren. But what about passing on financial values, a sense of purpose and possibility, and other family legacy concerns? On the latest episode of Advance Your Wealth, we’re taking a look at how legacy planning can potentially help both the people transferring their …

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Run Your Race and Keep Your Eyes on Your Prize - Jerome Myers 24:55

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about a year ago24:55

24:55

What truly defines a prosperous life? Is it the wealth you accumulate or the impact you make on others? Jerome Myers invites you to question traditional ideas of success as he explores the value of intentional living, purpose, and leaving a legacy that uplifts others. Through compelling personal stories and practical insights on balancing time, tal…

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Decelerate Before You Exit - Robert Glazer 45:52

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about a year ago45:52

45:52

How can a leader step away from the company they’ve built without losing their sense of purpose or identity? In this conversation, Robert Glazer shares his unique approach to business exits. Rather than abruptly walking away, Robert took a gradual approach to stepping down from his role as CEO. He discusses the emotional and strategic challenges of…

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Owners are Going to Leave Vertically or Horizontally! - Laurie Barkman 32:39

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about a year ago32:39

32:39

Is the most challenging part of running a business knowing when—and how—to let it go? Laurie Barkman, a business transition expert, helps entrepreneurs tackle the challenges of preparing their businesses for exit. She reveals why most businesses fail to sell and what owners can do to avoid this fate. Laurie and Jerome discuss the emotional and prac…

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The Costly Threats and Untapped Opportunities of Managing Your Company's 401k with Guy Ridout 24:41

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about a year ago24:41

24:41

In this episode of Advance Your Wealth, Homer Smith sits down with financial expert Guy Ridout to discuss "The Costly Threats and Untapped Opportunities of Managing Your Company's 401k." Together, they explore the often-overlooked challenges and risks businesses face when managing 401k plans, including hidden fees, regulatory pitfalls, and fiduciar…

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Life After the Exit: Michael Silva on Navigating Identity, Loss, and Rediscovering Purpose After Selling His Business 45:54

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about a year ago45:54

45:54

What happens when you sell the business that defines you? Can financial success replace personal fulfillment? In this episode, Michael Silva shares his journey from building a thriving physical therapy practice to facing the emotional challenges of stepping away. Expect real stories about preparing your business and yourself for an exit and finding…

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From Teen Dad to Multimillionaire - Don Jackson 47:25

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about a year ago47:25

47:25

What does it take to turn a vision into reality? In this episode, Jerome Myers talks with Don Jackson, who went from being a teen father to building a multimillion-dollar mental health business. Don shares the risks he took, his sacrifices, and how he found a new purpose after success. Jerome asks: what are we willing to do to make our dreams real?…

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90% of All Wealth is Lost by the 3rd Generation - Rich Christiansen 53:41

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about a year ago53:41

53:41

Can you succeed while staying true to your values and building a lasting family legacy? In this episode, Rich Christiansen, an entrepreneur with 17 successful business exits, shares his journey of balancing wealth, family, and personal growth. He introduces his Legato Family Framework, offering practical ways to avoid the common traps of generation…

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The Key Differences Between A Single Family Office and A Multi-Family Office 17:00

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about a year ago17:00

17:00

Today Homer breaks down the differences and benefits of Single Family and MultiFamily Offices. Both have their strengths and depending on your families circumstances, one may behoove you more than the other. No one family is the same. To figure out which category yours may fit in best, join us on today's episode of "Advance Your Wealth." Chapters: …

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Go From Building a Living to Building a Life - Lloyd Reeb 54:38

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about a year ago54:38

54:38

What does it mean to live a life of true significance? In this episode of Dream Catchers, Jerome Myers, and Lloyd Reeb explore how to shift from chasing career success to building a purpose-driven life. With over 25,000 hours of coaching experience, Lloyd shares practical steps to "get clear, get free, and get going" in your journey. Listeners will…

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Stop Overpaying in Taxes - Todd Villarrubia 39:00

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about a year ago39:00

39:00

What if your tax strategy is costing you more than it should? This episode challenges the norm and asks: Are you keeping as much of your hard-earned money as possible? Join Jerome Myers and tax attorney Todd Villarrubia as they reveal strategies that could transform your understanding of taxes. From selecting the correct business entity to advanced…

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Slow Down and Become More Productive - Brittany Anderson 48:18

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about a year ago48:18

48:18

Can you scale the heights of professional success while maintaining your authenticity and personal values? In this engaging podcast episode, Brittany Anderson, an accomplished entrepreneur and financial strategist, addresses this critical question. She shares her journey and the strategies that have enabled her to manage a billion-dollar company wh…

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What Does Your Best Life Look Like? 20:33

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about a year ago20:33

20:33

Today Homer examines the fundamental aspects that may make up your best financial life. The qualities you can develop in order to best live a life of significance and happiness. Easier said than done, that's clear. However, knowing where these aspects show up in your life will lead to better being able to act in accordance with your best life and t…

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Jerome Myers Exit Paradox Advisor Podcasts

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