Financial Planning Resources

To help you prepare for and enjoy your retirement years.

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The Four Corners of Business Owner Planning (Where You’re Losing Money)

EP
122
March 27, 2026
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Choosing a CPA: The Questions Business Owners Should Be Asking

EP
121
February 13, 2026
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From Hustle to Scale: How a Multi-Generational Arizona Business Built Systems for Growth

EP
120
January 9, 2026
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High Performance Entrepreneurship: Blake Upton

EP
119
December 12, 2025
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The Owner’s Retirement Blueprint: Design a Plan, Reduce Taxes, Retain Talent

EP
118
November 14, 2025
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From Burnout to Breakthrough with Cary Ballou

EP
117
October 10, 2025
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The Exit Playbook for Business Owners with Scott Snider

EP
116
September 12, 2025
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The Next AI Revolution With Andrew Amann

EP
115
August 8, 2025
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From Family Business to Franchise Empire with Michael Seitz

EP
113
June 13, 2025
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Finding Purpose and Optimyzing Your Life with Michael Rovellio

EP
112
May 9, 2025
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Mastering Your Mindset with Michael Kohan

EP
111
April 11, 2025
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The Purpose-Driven Playbook With Carly Pepin

EP
110
March 21, 2025
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Elevating the Customer Experience with Blake Morgan

EP
109
March 7, 2025
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Crafting Your Dream Business with Kristin Steele

EP
108
February 21, 2025
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The Power of Hyperfocus with John Torrens

EP
107
February 7, 2025
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From Burnout to Breakthrough with Jodi Hume

EP
106
January 24, 2025
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The Entrepreneur’s Financial Planning Checklist for 2025 with Andrew Rafal

EP
105
January 10, 2025
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How to Train Your Mind and Memories at Any Age with Chester Santos

EP
104
December 20, 2024
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Building Brand Authenticity with Veronique James

EP
103
December 13, 2024
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Designing Spaces, Building Dreams with Dala Al-Fuwaires

EP
102
November 29, 2024
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Purpose, Passion and Pajamas with Genevieve Piturro 

EP
99
October 18, 2024
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Soulful Entrepreneurship with Lexi Godlewski

EP
98
October 4, 2024
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Legal Tips for Entrepreneurs with Andy Contiguglia

EP
97
September 20, 2024
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Transforming Your Brand with Jamie Windell

EP
96
September 6, 2024
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The State Forty Eight Journey with Michael Spangenberg

EP
95
August 23, 2024
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Merging AI & Authenticity to Tell Your Story with Dan Curran

EP
94
August 9, 2024
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Finding Purpose in Every Pint with Megan Greenwood

EP
93
July 26, 2024
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Prioritize your Time Like a Celebrity with Tarra Stubbins

EP
91
June 28, 2024
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Building Wealth for You & Your Employees with Brian Hartstein

EP
90
June 14, 2024
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From Perfectionism to Progress with Andrew Rafal

EP
89
May 31, 2024
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Chef to CEO: Aaron Chamberlin's Recipe for Success

EP
87
May 3, 2024
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Into The Storm: Navigating the Entrepreneurial Journey with Ryan Madrid

EP
86
April 19, 2024
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Embracing Authenticity & Fearless Entrepreneurship with Shannon Breen

EP
82
March 8, 2024
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Leveraging the Power of AI and LinkedIn to Grow Your Business with Joe Apfelbaum

EP
080
February 9, 2024
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Helping Small Businesses Build a Powerful Marketing Funnel

EP
077
December 14, 2023
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A Compassionate Approach to Leadership with Wade Thomas

EP
066
January 7, 2022
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Retirement Plan Options for Small Business Owners with Brian Hartstein

EP
063
September 2, 2021
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Scale Your Business by Outsourcing your Marketing with Amanda Rabideau

EP
058
March 22, 2021
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How to Lead Your Team Through Difficult Times with Gina Rainey

EP
048
August 27, 2020
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How the CARES Act will impact Business Owners and Employees with Liz Mason

EP
044
April 14, 2020
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What the SECURE Act Means for Business Owners and Employees with Brian Hartstein

EP
042
March 10, 2020
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What the Grateful Dead can Teach us about Business with Brian Mohr

EP
040
February 1, 2020
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Mastering the Art of Social Media Marketing with Natalie Speers

EP
035
August 21, 2019
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How Zachary Kepes Overcame the Recession and Built a Real Estate Empire

EP
030
April 22, 2019
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The Mistakes Millionaires Make with Serial Entrepreneur Harry Clark

EP
028
March 23, 2019
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SEO Secrets- Becoming an Authority in Your Niche with Deepak Shukla

EP
024
December 20, 2018
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How to Scale your Business with Chris Ronzio

EP
022
November 15, 2018
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Why Taking Risks and Having a Vision is Crucial to Growing Your Business

EP
012
April 3, 2018
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How to Run Your Business with Purpose

EP
011
March 16, 2018
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PR For Business Owners—How To Get Your Message Out To The World

EP
010
March 1, 2018
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Accounting Done Differently—A Streamlined Approach to Knowing Your Numbers and Growing Your Business

EP
008
January 30, 2018
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How to Raise Capital & Take Your Business to the Next Level

EP
007
January 12, 2018
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Why Intellectual Property Law Matters to Your Business—and How to Use It

EP
005
December 21, 2017
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A Digital Marketing Strategy to Rank on Google and Position Yourself as an Industry Leader!

EP
004
December 10, 2017
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How to Recruit Employees and Build a Powerhouse Company Culture

EP
002
November 15, 2017
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Top 5 Tips for Charitable Giving

March 16, 2023
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Deductible Investment Expenses

February 3, 2023
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FSA & HSA Strategies for Open Enrollment

November 15, 2022
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The Power of Just 1 Percent

September 13, 2022
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Top 6 Things to Ask a CPA Before Hiring Them

December 10, 2021
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Why You Should Take Advantage of a Health Savings Account

February 1, 2021
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Top 5 Financial Hacks for New Entrepreneurs

September 29, 2020
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How To Protect Your Financial Information From Identity Theft

October 1, 2019
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Understanding Your Employer Benefits

March 1, 2018
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What is a Market Correction and How Should You Prepare Yourself?

February 17, 2018
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Inside Scoop on What a Financial Advisor Does For YOU

August 14, 2017
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5 Deductible Investment Expenses

January 1, 1970
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Entrepreneur’s Financial Planning Checklist

January 10, 2025
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Master Your Retirement
With These Essential Resources

A middle aged couple, smiling and getting ready to plan for retirement. Bayntree wealth advisors in Scottsdale, Arizona, financial advising and retirement planning in the Phoenix area

How Prepared Are You for Retirement?

Take a 1-minute assessment to get a high-level snapshot of where you stand and what may need attention.

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A middle aged couple, happy and smiling while planning for retirement with Bayntree Wealth Advisors in Scottsdale, Arizona. Financial advising and investment management.

Prefer to Start with a Checklist?

A more detailed guide to help you evaluate your retirement plan across income, taxes, healthcare, and key decisions.

Get the Checklist