Shows
Lessons by the Lake: The Oswego Private Wealth ShowTiming the Transition: When and How to Start Exit Planning (Feat: Scott Snider)In this episode of Lessons by the Lake, we sit down with Scott Snider, President of the Exit Planning Institute, to explore one of the most critical—and often overlooked—phases in a business owner’s journey: knowing when and how to begin planning your exit.Scott shares expert insights on the strategic importance of timing, how early preparation creates more attractive, valuable businesses, and what missteps to avoid along the way. Whether you're a business owner considering a sale in the next few years or a trusted advisor to one, this conversation offers practical frameworks and real-w...2025-05-2136 minLessons by the Lake: The Oswego Private Wealth ShowDriving Untapped Growth and Resilience for Business Owners (Feat: Rick Campfield)In this episode of Lessons by the Lake, we sit down with Rick Campfield, a seasoned business executive turned consultant and coach, to uncover the hidden drivers of growth and resilience for today’s business owners. With decades of leadership experience under his belt, Rick shares how he now guides entrepreneurs through their most pressing personal and professional challenges. From navigating uncertainty to fostering sustainable growth, Rick's insights offer a powerful blend of strategic thinking and personal development. Whether you’re a startup founder, small business owner, or executive leader, this conversation will leave you with tangible tool...2025-04-0737 minLessons by the Lake: The Oswego Private Wealth ShowNavigating Business Sales for Maximum Gain (Feat: Johnathan Choe)In the latest installment of Lessons by the Lake, we dive into the complex world of business sales with expert guest Johnathan Choe, President and Lead Advisor at Transworld Business Advisors of Oregon Central. Whether you're planning an exit strategy, preparing to sell, or just exploring future possibilities, this episode is packed with actionable insights to help business owners maximize value and navigate the sales process with confidence.Join us as we explore key considerations, common pitfalls, and winning strategies for selling a business in today’s market. Don’t miss this essential conversation for entrepreneurs, investors, and...2025-03-2435 minLessons by the Lake: The Oswego Private Wealth ShowLeverage Accurate Accounting to Drive Efficient StrategyIn the latest installment of Lessons by the Lake: The Oswego Private Wealth Show, we sit down with Carl J. Cox, Founder of 40 Strategy and 40 Accounting, for an insightful conversation on the power of accurate financial data in driving business success. Carl shares his expertise on how leveraging precise accounting information can lead to more efficient decision-making, better strategic planning, and ultimately, stronger financial outcomes. Whether you're a business owner, executive, or entrepreneur, this episode offers valuable takeaways on aligning your numbers with your vision to achieve sustainable growth. Tune in for practical strategies and...2025-02-1032 min
Measure Success PodcastStrategies For Entrepreneurial Wealth With Bob BedritisFrom Wall Street to Wealth Management: Lessons for Entrepreneurs This week’s guest on the Measure Success Podcast is Bob Bedritis, CEO of Oswego Private Wealth Management. Bob’s journey from Wall Street to building a thriving wealth management firm is packed with lessons for entrepreneurs. We explore strategies for financial independence, including how to maximize the value of your business and plan for life after selling it. Bob also shares how entrepreneurs can achieve the “Four Freedoms” of time, money, relationships, and purpose. Subscribe and set notifications to our YouTube Channel. Don’t mi...2025-01-0732 minLessons by the Lake: The Oswego Private Wealth ShowAvenues of Opportunity: SBA Loan Strategies for Business OwnersIn this episode of Lessons by the Lake: The Oswego Private Wealth Show, we’re joined by Jani Beatty, Vice President and SBA Relationship Manager at Northwest Bank. Jani shares her expertise on loan strategies tailored for entrepreneurs navigating businesses of all sizes. From securing funding for growth to leveraging Small Business Administration (SBA) loans effectively, this conversation is packed with actionable insights to help business owners optimize their financial strategies. Whether you’re launching a startup or scaling an established enterprise, Jani’s guidance will empower you to make informed borrowing decisions.Chapters:0:00...2024-12-0922 min
$4M Strategies™You Need to Know: Thinking Time for BusinessIn this $4M Strategies™ episode, Carl J. Cox hosts Bob Bedritis to discuss a simple but powerful tool: "Thinking Time." Bob explains how he uses focused thinking sessions to tackle business challenges, make better decisions, and avoid paying what he calls the "dumb tax." Learn how identifying your biggest mistakes and thinking through structured questions can change the way you lead. We are happy to announce that Oswego Private Wealth Management is our 1st podcast sponsor. Don’t miss your chance to share your business with others! Listen now to discover how "Thinking Time"...2024-11-1104 minLessons by the Lake: The Oswego Private Wealth ShowWhat Is Your Game Plan? Featuring Paul MenigIn this insightful episode of Lessons by The Lake, Bob Bedritis is joined by Paul Menig, a seasoned business strategist and succession planning expert. Together, they dive into the critical steps business owners need to take to maximize the value of their companies while planning for a smooth and successful transition.Paul shares his wealth of knowledge on aligning leadership, preparing for unforeseen events, and ensuring that businesses are set up for long-term success. Whether you’re a business owner looking to transition out or just curious about what it takes to future-proof your business, this episode is...2024-10-1638 minLessons by the Lake: The Oswego Private Wealth ShowThe Founder's Journey with David HowittIn this episode of Lessons by the Lake, Bob Bedritis sits down with David Howitt, founder and CEO of the Merriweather Group, to explore "The Founder's Journey." David, a visionary entrepreneur and author, has dedicated his career to helping businesses merge purpose with profit. Through the Merriweather Group, he supports passionate founders and leaders in creating companies that balance commerce and creativity.In this inspiring conversation, David shares his own entrepreneurial journey—the challenges, triumphs, and invaluable lessons he's learned along the way. Whether you’re an aspiring entrepreneur or a seasoned business leader, David's insights on buil...2024-10-0737 minLessons by the Lake: The Oswego Private Wealth ShowIs Your CPA an Advisor or a Historian? (Feat. Robert Curtis, CPA)On the latest episode of Lessons by the Lake, we're discussing the intersection of wealth management and accounting with Robert Curtis, CPA. As the founding member of Neumann Curtis CPA's, Robert speaks intimately on the true role of a great advisor.This episode is packed with some helpful takeaways for your own financial world, so get your notepad ready!Chapters:0:00 - Introduction and overview on the topic of the show3:20 - Welcoming Robert Curtis, CPA9:00 - The...2024-09-1631 minLessons by the Lake: The Oswego Private Wealth ShowBuild a Business With Real Intrinsic Value with Craig WiggintonOn the latest episode of Lessons by the Lake, we're examining a widely discussed but little understood topic among entrepreneurs and business leaders. We we fortunate to welcome Craig Wigginton, professional EOS implementer. Craig helps entrepreneurial leadership teams get what they want out of their businesses through the implementation of the Entrepreneurial Operating System. Through education, coaching, and facilitation, he has helped dozens if not hundreds of business make the etherial word vision, a reality.This episode is packed with some helpful takeaways for your own financial world, so get your notepad ready!...2024-08-2629 minLessons by the Lake: The Oswego Private Wealth ShowThe Strategic Pillars of WealthOn the latest episode of Lessons by the Lake, we're diving deep into the core concepts surrounding wealth management, as well as the most prevalent concerns facing business owners and their financial world. We we fortunate to welcome Joe Jraitiny, Managing Director at City National Rochdale, to discuss these five pillars of wealth and how his team plays a crucial role in upholding these pillars for clients nationwide. This episode is packed with some helpful takeaways for your own financial world, so get your notepad ready!Chapters:0:00 - Introduction and overview...2024-06-1031 minLessons by the Lake: The Oswego Private Wealth ShowAre You Prepared for the Sunsetting of Estate Tax Exemptions?In the latest episode of Lessons by the Lake, we're joined by Kristin Gaston, Estate Planning Attorney at Generations Estate Law, to delve into the impending changes to estate tax exemptions.As the sun sets on current estate tax regulations, Kristin Gaston sheds light on what this means for individuals and families planning their estates. With her wealth of knowledge and experience, she navigates the complexities of estate planning, offering invaluable insights into strategies for adapting to the evolving tax landscape.Chapters:0:00 - Introduction and overview on the topic of the day2024-05-2034 minLessons by the Lake: The Oswego Private Wealth ShowMaking Your Business More Sellable and Getting a Higher PriceOn the latest episode of Lessons by the Lake, we dive into the crucial topic of making your business more sellable and ultimately securing a higher price when it comes time to sell. Whether you're a seasoned entrepreneur or just starting out, understanding what makes a business attractive to potential buyers is essential for long-term success.We sat down with Adi Klevit, Founder & CEO of Business Success Consulting Group, to uncover the strategies and tactics that can significantly increase the value of your business. From optimizing your financials to enhancing operational efficiency, Adi shares invaluable insights gleaned...2024-04-0127 minLessons by the Lake: The Oswego Private Wealth ShowThe Power of the Right QuestionsWhat he does, he's been doing since he was a 7-year-old dyslexic kid. At first, he believed the lie that he was stupid and would never be able to achieve anything. But then, he discovered that he had a super power of encouragement. Now, he utilizes that superpower to help create insight and breakthroughs for people looking to take their life and business to the next level!On the latest episode of Lessons by the Lake, we welcome Scott Ballard, Owner & CEO of Confidence Coach, LLC, to explore his unique relationship with business owners and the many...2024-03-0432 minLessons by the Lake: The Oswego Private Wealth ShowAn Innovative Approach to Taxes and AccountingOn the latest episode of Lessons by the Lake, we're thrilled to be welcoming Scott Bargaehr, CPA at Lewis Group, to discuss a very unique model of taxes and accounting that business owners, as well as individuals, could be leveraging in today's day and age. We'll discuss why this innovative approach is effective, how it works, and whether or not this makes sense for you and/or your business!Chapters:0:00 - Introduction and overview on the topic of the day1:45 - Bob's relationship with Scott and getting to know his work...2024-02-2637 minLessons by the Lake: The Oswego Private Wealth ShowEstate Planning: The First Step to Business SuccessionOn the latest episode of Lessons by the Lake, we're diving into the first step in the business succession process, Estate Planning. Joined by Justin Martin, President, Shareholder and Attorney at Myatt & Bell, P.C., we'll examine the countless considerations residing within estate planning for business owners in today's day and age, as well as some best practices utilized.This episode is packed with helpful information for business owners and you don't want to miss it! Enjoy!Chapters:0:00 - Introduction and overview on the topic of the day3:22...2024-02-1949 minLessons by the Lake: The Oswego Private Wealth ShowBuilding a Well-Defined Succession StrategyOftentimes on this show, we discuss the overall importance of utilizing a team of trusted professionals to help you navigate your financial circumstances. And in today's episode of Lessons by the Lake, we welcome on a member of the Oswego Private Wealth team of professionals that help service Bob's clients. Don Bielen, Principal at Perkins & Co Succession, joins Bob and Ryan to discuss the inner-workings of a well-defined succession strategy. Don and his team are focused on advising successful business owners and their families on how to realize value form their ownership, prepare for their exit and...2024-02-1232 minLessons by the Lake: The Oswego Private Wealth ShowPlanning on Selling Your Business? Think Again.Welcome back to another installment of Lessons by the Lake! In this episode, we're diving deep into a very important topic for business owners surrounding the sale of their business. Joined by Michael Beck, President of Eliciting Excellence, who works as an executive strategist and specializes in helping business owners maximize the value of their various strategic decisions. Together, Michael and Bob assess the timing considerations when a business owner is leaning towards the sale of their business, as well as a few key variables at play during this process.Chapters:0:00...2024-02-0529 minLessons by the Lake: The Oswego Private Wealth ShowSuccession Planning for Family BusinessesFamily conflicts can wreak havoc on a family-run business, especially when it comes time to transfer ownership of the company from one generation to the next. On the latest episode of Lessons by the Lake, we’re taking a look at how a well-designed succession plan can reduce that risk and help facilitate a transfer that leaves everyone in the family satisfied.Chapters:0:00 - Introduction and overview on the topic of the day1:50 - Helping business owners become financially independent of their business3:38 - How a family business can as...2024-01-2923 minLessons by the Lake: The Oswego Private Wealth ShowStress Testing for Successful Business OwnersThere is an important question that business owners should be asking themselves: How confident are you that your business planning efforts are on track to get you the results you want and need? Unfortunately, many business and wealth plans aren’t fully aligned with their owners’ goals. On the latest episode of Lessons by the Lake, we're examining how a business stress test can help entrepreneurs determine where they stand and what changes may need to be made to keep their companies on track.Chapters:0:00 - Introduction and overview on the topi...2024-01-2225 minLessons by the Lake: The Oswego Private Wealth ShowGetting Started With a Virtual Family OfficeWelcome back to Lessons by the Lake! This time, we delve into the dynamic world of Virtual Family Offices (VFOs) – a game-changing approach to wealth management that is revolutionizing the way high-net-worth individuals and families handle their financial affairs. Join us as we explore the intricacies of this innovative model and provide insights on how you can get started leveraging its benefits.Joining us on today's episode is Allison Tirado, Elite Advisor Coach at CEG Worldwide, to discuss the tailored services offered, ranging from investment strategies and estate planning to tax optimization and risk management. Allison will al...2024-01-0834 min
Systems SimplifiedThe Five-Step System for Wealth Management With Bob BedritisBob Bedritis is the Founder and Managing Director of Oswego Private Wealth Management. As a Certified Exit Planner and Certified Retirement Counselor, he helps entrepreneurs become financially independent of their businesses. Before founding Oswego Private Wealth Management, Bob was the Senior Vice President at Merrill Lynch, the President of Paradigm Capital Group, and the CEO of M Securities. He has also served on various executive boards, including the Lake Oswego Chamber of Commerce. In this episode: For entrepreneurs who have built a business with a lasting legacy, finances may not be on their radars. However...2024-01-0324 minLessons by the Lake: The Oswego Private Wealth ShowWhen is the Best Time to Sell My Business? Timing Considerations From an Investment BankerNavigating the sale of your business can be a tricky subject, one with countless considerations and variables at play. One, extremely important, item is the timing of the sale. On the latest episode of Lessons by the Lake, Bob sits down with Nick Stanley, Managing Partner at Crown Point Partners, to provide his insights on this pivotal time for business owners through the lens of an investment banker. Nick sheds some light on key questions business owners should be asking themselves, as well as some action items that should be addressed prior to the sale...2023-12-1145 minLessons by the Lake: The Oswego Private Wealth ShowThe Benefits of Working With a Virtual Family OfficeOn the latest episode of Lessons by the Lake, we delve into the transformative world of Virtual Family Offices (VFOs) and explore the myriad benefits they bring to individuals and families navigating the complexities of wealth management. Joined by Allison Tirado, Elite Advisor Coach at CEG Worldwide, we're analyzing the strategy behind this innovative approach to financial stewardship.Discover the efficiency and convenience that a Virtual Family Office can offer, allowing for seamless collaboration and coordination among various financial professionals. We explore how VFOs leverage cutting-edge technology to streamline processes, enhance communication, and provide a comprehensive view...2023-11-2745 minLessons by the Lake: The Oswego Private Wealth ShowFive Critical Mistakes of Successful Family BusinessesRunning a successful family business takes a tremendous amount of both working hard and working smart, as well as and navigating family dynamics along the way. On the latest episode of Lessons by the Lake, we’re going to examine some of the key mistakes that too many successful family businesses make and how to best avoid them.Timecodes:0:06 - Introduction and overview on the topic of the day2:12 - The need for wealth planning when a family business is on the table4:06 - How a family can tell if...2023-11-0729 minLessons by the Lake: The Oswego Private Wealth ShowHow Much is Your Business Worth?As a business owner contemplates selling their business, oftentimes their life's work, a big misconception can occur. The overall value of their business is misconstrued based on numerous factors and considerations, which leaves the business owner confused. On the latest installment of Lessons by the Lake, we're diving deep into the process of developing a true valuation of a given business. There are countless details incorporated into this process, all of which aimed at providing the business owner with a hard number on what their business is ultimately worth. These conversations are routine for Bob...2023-10-2323 minLessons by the Lake: The Oswego Private Wealth ShowLiving an Amazing Life of Significance and Making a Difference in the World"Living a life of significance" is a phrase that's often discussed on our show among a variety of successful business owners and everyone has a different definition. On the latest episode of Lessons by the Lake, we welcome Barry Garapedian, President & CEO of Mag 7 Consulting, to discuss the impact he's making on today's youth. Mag 7 is a boutique coaching, mentoring, and advisory firm that caters to high-school and college-aged students. The MAG 7 program has distilled and codified key principles of achievement and paths to success which propel young people to meet their highest potentials in all aspects...2023-07-3139 minLessons by the Lake: The Oswego Private Wealth ShowReady to Scale Your Business the Right Way?Building a successful business requires an immense level of dedication, hard work and ingenuity along the way. And throughout that journey, a business owner needs to successfully navigate one of the most difficult challenges of all: scaling. On the latest episode of Lessons by the Lake, Bob sits down with Carl J. Cox, Founder of 40 Strategy, to discuss the challenges, as well as the intricacies, of scaling a business in today's day and age. At 40 Strategy, Carl works with CEO's to create strategic plans that sustainably grew organizations anywhere from 2x to 7x.This episode...2023-07-1740 minLessons by the Lake: The Oswego Private Wealth ShowFive Essential Tips for Donating Your Business Before You ExitAs business owners approach the end of their careers, they often consider a variety of exit strategies. Well, on the latest episode of Lessons by the Lake, we're exploring a strategy that doesn't receive as much attention as a traditional sale of the business. We're joined by Bob Mumford, Area Director at the National Christian Foundation Northwest, to discuss Bob's experience within charitable giving and how business owners have been leaning towards donating their business more and more. This strategy has numerous benefits and we'll be exploring these throughout today's episode!Timecodes:2023-02-2127 minLessons by the Lake: The Oswego Private Wealth ShowCulture of Leadership: Is Your Business Transition Ready?There are countless items that business owners should be evaluating when they are approaching the sale, or even a transition of any kind, of their business! However, there is a key, initial question they should be asking themselves: Is my business transition ready? On the latest episode of Lessons by the Lake, we welcome Chris Smith, Founder of Campfire Effect, for a deep dive into this very question. Oftentimes, in order for your business to truly be ready for a transition, your business needs to have a culture of leadership that flows throughout it. We...2023-01-3040 minLessons by the Lake: The Oswego Private Wealth ShowAvoiding Retirement Plan Mistakes in Business Exit PlanningWhen the time comes to exit your business and look forward to retirement, there are some vital concerns you should be considering! On the latest installment of Lessons by the Lake, we're pleased to welcome Bonnie Treichel, Founder of Endeavor Retirement, for a great conversation surrounding the retirement planning mistakes you should be avoiding when exiting your business. Bonnie's unique experience as an ERISA attorney and ad advisor helps her bring governance solutions for the day-to-day issues that are an inevitable part of running a successful retirement plan. We're so excited to be...2022-12-1933 minLessons by the Lake: The Oswego Private Wealth ShowHow Business Owners Can Utilize EOS for Advanced Planning PurposesWe're back with an all-new episode, specifically catered towards our business owner audience!Join us for the latest installment of Lessons by the Lake, where we welcome Julie Markee, an EOS Implementer, Speaker and Executive Coach, for a great conversation on leveraging the Entrepreneurial Operating System (EOS) for Advanced Planning purposes. Julie will shed some light on EOS overall, as well as provide an outline on why so many business owners are utilizing this framework to build successful plans around their business and their personal financial well-being. There's a lot of fantastic dialogue packed into...2022-11-1133 minLessons by the Lake: The Oswego Private Wealth ShowDo You Know Your High-Net-Worth Personality Type?We all have various personality traits. For example, some of us are introverts while others are extroverts. However, did you know that you also have a wealth personality and it has a big impact as you pursue your financial goals? On the latest installment of Lessons by the Lake, we're examining the topic of high-net-worth personalities. We'll be exploring how you can identify your own and how you can put it to work as you seek to make smart decisions about your wealth!Sit back, relax, and enjoy another enlightening conversation that's sure to leave...2022-09-0627 minLessons by the Lake: The Oswego Private Wealth ShowLessons by the Lake - Episode 5 (Five Critical Wealth Planning Mistakes of Successful Family Businesses)On the latest episode of Lessons by the Lake, Bob and Ryan examine successful family businesses and the critical wealth planning mistakes they are making on a regular basis. Running a successful family business takes a tremendous amount of working hard and working smart, while navigating family dynamics along the way. This is no easy task, which is why even the most successful family business neglect to fine-tune their wealth planning strategies periodically. This allows for mistakes to creep into the picture. This episode is bound to leave you with clear insights to consider for...2022-08-2228 minLessons by the Lake: The Oswego Private Wealth ShowPreparing Heirs for Their InheritanceIn the latest installment of Lessons by the Lake, Bob explores the complex nature surrounding inheritances. The big question surrounding this topic is: Are your heirs ready to deal with the wealth you may be planning to pass on to them someday? It's an unfortunate fact that inheritors often struggle with their windfalls in a way that can be hazardous to the overall wealth. It takes proper planning and clear communication to alleviate any potential problems that could occur with the inheritance itself, as well as the beneficiaries' spending habits afterwards. We all understand the...2022-03-2927 minLessons by the Lake: The Oswego Private Wealth ShowThe Benefits of a Family ConstitutionOne of the biggest concerns facing affluent families today is how to manage their wealth so that it achieves many goals. From continuing to grow their wealth as it's transferred to younger generations, to aligning the use of that wealth with the values and ideals the family holds dear, to protecting that wealth from creditors and others who might seek to take it unjustly. Often the best place to start is to ensure that your family members are aligned and “on the same page” when it comes to key issues. In the latest installment of Lessons by the...2022-02-2221 minLessons by the Lake: The Oswego Private Wealth ShowThe Human ElementAffluent families and individuals want to make smart decisions about their wealth, which is exactly why so many of them seek out top financial professionals for advice and guidance. But, it turns out that superior technical expertise in investments and other areas of finance isn’t enough. Those advisors who are truly elite and who can best help their clients, possess an additional quality that’s just as important as their financial acumen.In the latest installment of Lessons by the Lake, Bob and Ryan explore the "human element" and the importance it brings to the wealth mana...2022-02-1623 minLessons by the Lake: The Oswego Private Wealth ShowAn Overview on Stress TestingWelcome to Lessons by the Lake: The Oswego Private Wealth Show! This is the show where we break down complex wealth management strategies into understandable terms to help you on your path to living an amazing life of significance. In our inaugural episode, we introduce you to Bob Bedritis, Managing Director of Oswego Private Wealth Management, who is committed to building talented teams in assisting business owners and high net worth families in the planning and management of their affairs.To start our show on the right note, Bob provides a detailed overview on the...2022-02-0228 min
Second Half NowSecond Half Now (P2) Bob Bedritis Oswego Wealth ManagementPlanning - to make a difference. Today's guest is Bob Bedritis of Oswego Wealth Management2016-07-1400 minSecond Half NowSecond Half Now (P1) Bob Bedritis Oswego Wealth ManagementPlanning - to Make a Difference Today's guest is Bob Bedritis of Oswego Wealth Managment2016-07-1400 min