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Q&A: How to Invest in Your Community (by Finding the Third Option)

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Manage episode 503975499 series 115702
Content provided by Paula Pant | Cumulus Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paula Pant | Cumulus Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

#639: Aisha is excited to share how some life-changing advice has played out for her career. She wonders now: what limiting beliefs has Paula and Joe had to overcome in their businesses?

Lesley is attracted to community bonds as a way to build collective wealth for the underserved. But do the same risks exist as they do in the traditional bond market?

An anonymous caller is intrigued by the promise of Employee Stock Ownership Plans. Is this the answer to a smooth exit from her business that also leaves a legacy for her employees?

Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

Enjoy!

P.S. Got a question? Leave it here.

Resources mentioned in the show:

Aisha's original call in Episode 473

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

713 episodes

Artwork
iconShare
 
Manage episode 503975499 series 115702
Content provided by Paula Pant | Cumulus Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paula Pant | Cumulus Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

#639: Aisha is excited to share how some life-changing advice has played out for her career. She wonders now: what limiting beliefs has Paula and Joe had to overcome in their businesses?

Lesley is attracted to community bonds as a way to build collective wealth for the underserved. But do the same risks exist as they do in the traditional bond market?

An anonymous caller is intrigued by the promise of Employee Stock Ownership Plans. Is this the answer to a smooth exit from her business that also leaves a legacy for her employees?

Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

Enjoy!

P.S. Got a question? Leave it here.

Resources mentioned in the show:

Aisha's original call in Episode 473

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

713 episodes

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