Headlines shout. Markets swing. The real risk isn’t volatility, it’s abandoning your plan when it matters most. We sit down with Chad Taylor of Seapoint Wealth Advisors to unpack a clear, calm framework for wealth that holds up under pressure, whether you’re riding a bull market or bracing through a bear.
Chad shares the story every investor should hear: a client who was “right” on the way out during 2008 but missed the snapback on the way back in, delaying recovery for years. That’s the trap of timing... you need to be right twice. We break down a better path: define goals, secure four to seven years of income in conservative assets, and let a diversified portfolio work without panic-selling. Inside that plan, math beats headlines, discipline beats adrenaline, and quarterly communication keeps emotions in check.
Business owners will find a candid playbook for exits. Clean up books before buyers arrive, diversify outside the company years in advance, and resist overcomplicated trust structures that slash taxes but lock away control. We explore how to pre-plan gifts at lower valuations, design tax-efficient withdrawal blends, and avoid concentration drift as hot sectors dominate the news. Risk extends beyond market moves.. think longevity, estate updates, and lifestyle creep so we map a process that reviews assumptions semiannually and refreshes the full plan annually.
If you’re a high earner or an owner navigating a windfall, this conversation shows how to turn a number on paper into a life you can sustain: cash flow that matches your values, allocations that fit your stomach, and a system that holds when the tide turns. Subscribe, share with a friend who needs a calmer plan, and leave a review with the one habit you’re adopting after listening.
To Learn More About Chad Taylor:
1. https://www.seapointwealth.com
2. email Chad@SeapointWealth.com
To get booked on your very own podcast tour of 15, 30, or 45 shows and be the leading thought leader in your niche: https://getpodcastbookings.com
To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million only for accredited investors: https://midwestparkcapital.com
To learn more about large budget Google ad management and fractional CMO services.
https://revenueascend.com
