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Pro Money Talk » 2005 » December

Archive for December, 2005

Family Businesses & Wealth Transfer

Thursday, December 29th, 2005
 
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- Happy holidays!

- We’re proud to announce that Pro Money Talk is rated
#12 out of all 764 business podcasts on Apple’s
iTunes Music Store. To put that in perspective:
Fidelity Investments is #17, PIMCO’s Bill Gross is at
#21, Kudlow & Company is #27, Financial Times is #28
and Rob Black is at #69. A big thank you to all of our
listeners for making the show a success!

- Apple’s iTunes Music Store now features “Customer
Reviews” of podcasts. We’d really appreciate it if you
would visit iTunes and post your comments about the show.
Your honest evaluations and reviews inspire us to keep
working hard, and help us improve the show!

To leave a review at iTunes:

  • Go to iTunes,
  • Click on Podcasts,
  • Type “Pro Money Talk” in the search box,
  • Click on the green PMT logo,
  • Then, on the Podcast Description page, scroll down to “Customer Reviews” and click.

- Thanks for feedback on our audio quality. We’ve added some
new equipment, and done some homework to improve the show’s
sound quality, and we think it’s paid off. Even though
today’s show is a phone interview, we’ve been able to
cut noise and keep the volume more consistent, so you won’t
have to continually adjust the volume if you’re driving
in your car. Please let us know how we’re doing.

- This week’s show is focused on family businesses, and
specifically to wealth transfer planning. Our guest is
Karl Bareither, author of Planning a Family & Business
Legacy, and Becoming a Wealth Transfer Specialist. Karl
has over 30 years’ experience in counseling families
about finances, and is a pioneer in the family wealth
transfer process. Karl believes that through early,
facilitated communication, families can have better wealth
transfer results, and even better business results. You
can learn more about Karl and his company, Family & Business
Renewal System, at www.fbrsystem.com.

- In the interest of full disclosure, we are involved in
publishing ebook versions of Karl’s print books, under the
AdvisorPress imprint. You can learn more about AdvisorPress
by visiting www.advisorpress.com.