Shows
Maximize Business Value PodcastImproving your Retirement with a Dynamic Financial PlanIn this week’s episode of "Maximize Business Value," Dave Casey introduces Jeff Sandene, President of Sandene Strategies LLC. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneursLearn More about Dave CaseyDave Casey is a partner at Mastery Partners, working with owners to maximize the value locked up in their businesses. Using his background and experience, he utilizes the four-part process Mastery has perfected to analyze, assess, map out, and execute pla...
2025-05-1621 min
Business Transitions Summit PodcastSix Financial Planning Mistakes That Could Ruin a Business Owner's RetirementThis week on the Business Transitions Summit Podcast, host Tom Bronson chats with Jeff Sandene, Founder and President of Sandene Strategies. Together, they give an overview into the six financial planning mistakes that could ruin a business owner’s retirement. Listen now to hear more about Jeff Sandene’s success stories and why you should come see him at the Business Transitions Summit!Jeff Sandene, CFP® began his financial services career in 1996 and founded Sandene Strategies, LLC in 2005. His entrepreneurial spirit is driven by independence and a strong desire to see his hard work rewarded. Jef...
2024-01-2914 min
Maximize Business Value PodcastJeff Sandene - Maximize Your Asset with a Wealth Advisor (#66)Host of the Maximize Business Value Podcast, Tom Bronson, speaks with guest Jeff Sandene, President of Sandene Strategies, about the purpose and benefits of hiring a wealth manager. The two discuss what business owners should look for in a financial advisor and how this experienced professional can maximize the asset that is their business. Additionally, Tom and Jeff cover some challenges and blind spots that business owners face regards to their business finances. As a Certified Financial Planner, Jeff helps business owners add value to their business through planning, strategy and implementation. Listen now to learn how a wealth...
2021-07-1236 min