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A woman and a man are having a discussion at a table. The woman gestures with her right hand raised and appears to be explaining something about financial planning. The man also gestures with his hands. They have papers and a laptop in front of them. The setting looks like an office.

What Exactly, is a Financial Plan?

March 31, 2023

The words Financial Plan carry a lot of weight. For some, they conjure images of dusty binders full of complicated, unintelligible charts and tables wasting space on a closet shelf. Others consider them a mysterious tool used only by the wealthy elite. And while there may have been some truth to that a few decades ago, nothing could be further from the truth today. Advancements in the industry along with huge strides in capability have

Tax, Business, and Exit Strategies for Medical Practice Owners with Melissa Bradberry

February 28, 2023

Melissa J. Bradberry, CPA, is a Director at Baden Gage & Schroeder LLC, one of the largest certified public accounting and business consulting firms in Indiana. With over 18 years of professional tax experience, Melissa has extensive industry knowledge with clients involved in medical industries, manufacturing and service industries, and financial institutions. Melissa joined the firm in 2018 as a tax manager, a role where she was responsible for individual and business clients. She received

Different Methods to Sell a Business

February 21, 2023

In this week’s episode of the Owner’s Corner Podcast, host Seth Wicker is joined by Melissa Bradberry, aCertified Public Accountant, to discuss the different methods of selling a business. The two dive into the differences between a stock sale and an asset sale and why it matters for both the buyer and the seller. From tax implications to legalities, the duo covers the importance of understanding the terms and the key negotiations that can be

Four Ways to Apply the 80/20 Rule to Your Financial Pursuits

February 20, 2023

Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it. This doesn’t always work. Sometimes, it’s worth going the extra mile. But often, by prioritizing the 20% of your efforts that makes the biggest splash, you can save time, simplify your finances and likely gain better results. In that spirit, here are four financial best practices that pack a

Investment Fundamentals Part 5: Your Financial Plan

February 17, 2023

So far in our investment fundamentals series, we’ve explored the history of investing; how important it is to save (so you have money to invest); how to invest efficiently in broad markets; and why to avoid chasing or fleeing rising or falling prices. But there is more to the story. While investing is one of the most critical elements of long-term financial success, it can’t be done in isolation. In fact, the best results most

Investment Fundamentals Part 4: Patience and Personal Persistence

February 8, 2023

So far in our investment fundamentals series, we’ve explored the history of investing; how important it is to save (so you have money to invest); how to invest efficiently in broad markets; and why to avoid chasing or fleeing rising or falling prices. By applying these principles, you are much better positioned to let capital markets work their wonders on your investments. But there are two more essentials that can make or break even the

What Exactly, is a Financial Plan?

Tax, Business, and Exit Strategies for Medical Practice Owners with Melissa Bradberry

Different Methods to Sell a Business

Four Ways to Apply the 80/20 Rule to Your Financial Pursuits

Investment Fundamentals Part 5: Your Financial Plan

Investment Fundamentals Part 4: Patience and Personal Persistence

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