Office Hours with George: Exit strategies that don’t limit options – Part 1

Most people spend years—sometimes decades—building wealth. Real estate portfolios.
Businesses. Medical practices. Investment accounts. But very few spend the same amount of time thinking about how that wealth will eventually leave their life. And that’s where costly mistakes happen. In this Office Hours with George session, I explored a simple but powerful idea around exit strategies:

You don’t run out of options—you run out of time.

Many of the best tax and planning strategies only work if they’re implemented years before an exit—not at the point of sale or retirement.

This is part 1 of a 2-part session. Why? I had so much important content on the topic to share, and didn’t want to rush it, I decided to split it up. In this session, you’ll learn:

• The three ways assets leave your life…and ways you can lose them or “leak” them
• Who gets what’s leftover and how you can control this
• Opportunities and gotchas around selling as an exit strategy
• What “living off it” looks like, and how to avoid common mistakes