<![CDATA[The Business Owner's Financial Podcast]]>The podcast for profitable business owners who want to turn business success into personal wealth.

Jordan McFarland, CFP®, EA sits down with leading experts in tax, financial planning, law, investments, mergers & acquisitions, and exit planning to unpack the conversations every business owner should be having, but often isn’t.

From building wealth while you’re growing the business to preparing for a sale and navigating what comes after, each episode is designed to give you practical insight from the people who live and breathe these topics.

Because building a great business is only part of the equation.

The real question is: how do you turn that success into lasting personal wealth?

]]>https://www.youtube.com/@theBusinessOwnerAdvisorRiverside.fm (https://riverside.com)Fri, 11 Sep 2026 01:57:56 GMTSat, 08 Aug 2026 18:49:18 GMT60Jordan McFarland, CFP®, EA<p><b>The podcast for profitable business owners who want to turn business success into personal wealth.</b></p><p></p><p>Jordan McFarland, CFP®, EA sits down with leading experts in tax, financial planning, law, investments, mergers &amp; acquisitions, and exit planning to unpack the conversations every business owner should be having, but often isn’t.</p><p></p><p>From building wealth while you’re growing the business to preparing for a sale and navigating what comes after, each episode is designed to give you practical insight from the people who live and breathe these topics.</p><p></p><p>Because building a great business is only part of the equation.</p><p></p><p>The real question is: <b>how do you turn that success into lasting personal wealth?</b></p>episodicJordan McFarland, CFP®, EAjmcfarlandfinancial@gmail.comno<![CDATA[Introduction (Start Here)]]>Welcome to the Business Owner's Financial Podcast.

Most business owners are exceptional operators, but no one ever sits them down to talk about turning that business success into personal wealth. That's where this show comes in.

Each episode, host Jordan Mcfarland (EA, CFP®) sits down with top advisors in tax, law, financial planning, investments, exit planning, and M&A to unpack what it actually takes to build personal wealth alongside a growing business, and eventually exit it on your own terms.

Because if you've seen one business, you've seen one business, and there's always more to learn.

📅 Work With Us / Schedule a Business Tax & Wealth Review:
https://calendly.com/jmcfarlandfinancial/30min

About Me:
I'm is a Certified Financial Planner (CFP®) and Enrolled Agent (EA) specializing in tax mitigation, cash flow optimization, and exit planning for business owners and high-income founders.
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Disclosure: Content presented on this channel is for educational and informational purposes only and does not constitute individual tax, financial, legal, or investment advice. Advisory services offered through SageSpring Wealth Partners, an SEC Registered Investment Advisor. Enrolled Agent representation services are separate from investment advisory services. Consult with a qualified professional regarding your specific situation before executing any financial or tax strategy.

]]>d22edcd2-7190-4002-a08e-3f919c18068fSat, 22 Aug 2026 02:33:57 GMT<p>Welcome to the Business Owner's Financial Podcast.<br /><br />Most business owners are exceptional operators, but no one ever sits them down to talk about turning that business success into personal wealth. That's where this show comes in.<br /><br />Each episode, host Jordan Mcfarland (EA, CFP®) sits down with top advisors in tax, law, financial planning, investments, exit planning, and M&amp;A to unpack what it actually takes to build personal wealth alongside a growing business, and eventually exit it on your own terms. <br /><br />Because if you've seen one business, you've seen one business, and there's always more to learn.<br /><br />📅 Work With Us / Schedule a Business Tax &amp; Wealth Review:<br /><a rel="noopener noreferrer nofollow" href="https://calendly.com/jmcfarlandfinancial/30min" target="_blank">https://calendly.com/jmcfarlandfinancial/30min</a><br /><br />About Me:<br />I'm is a Certified Financial Planner (CFP®) and Enrolled Agent (EA) specializing in tax mitigation, cash flow optimization, and exit planning for business owners and high-income founders.<br />--------------------------------------------------<br />Disclosure: Content presented on this channel is for educational and informational purposes only and does not constitute individual tax, financial, legal, or investment advice. Advisory services offered through SageSpring Wealth Partners, an SEC Registered Investment Advisor. Enrolled Agent representation services are separate from investment advisory services. Consult with a qualified professional regarding your specific situation before executing any financial or tax strategy.</p>no00:01:28Introduction (Start Here)full<![CDATA[Business Owners MUST Understand Estate Planning. Period.]]>Estate Planning for Business Owners with Aubrey Boswell, CPA, J.D.

Most business owners put estate planning off until "someday." The problem is that someday often comes without warning, and the cost of waiting can fall on the business as much as the family.

In this episode, I sit down with Aubrey Boswell, CPA and estate planning attorney in Dallas, to talk through why business owners can't afford to treat estate planning as a later problem.

We cover:
→ Why a business owner's estate plan is really a business continuity plan
→ Key man insurance vs. buy-sell agreements, and why owners mix them up
→ How probate and a lack of planning can quietly destroy business value
→ A real story of how one family's estate ended up in the hands of people they never would have chosen
→ When the right time to start actually is (hint: it's earlier than you think)

Whether you're a solo operator or building toward an exit, this conversation will change how you think about protecting what you've built.

Connect with Aubrey:
https://www.boswellpllc.com/team-member/aubrey-p-boswell

📅 Work With Us / Schedule a Business Tax & Wealth Review:
https://calendly.com/jmcfarlandfinancial/30min

About Me:
I'm is a Certified Financial Planner (CFP®) and Enrolled Agent (EA) specializing in tax mitigation, cash flow optimization, and exit planning for business owners and high-income founders.
--------------------------------------------------
Disclosure: Content presented on this channel is for educational and informational purposes only and does not constitute individual tax, financial, legal, or investment advice. Advisory services offered through SageSpring Wealth Partners, an SEC Registered Investment Advisor. Enrolled Agent representation services are separate from investment advisory services. Consult with a qualified professional regarding your specific situation before executing any financial or tax strategy.

]]>53006970-af60-465d-ab59-618cb0e3d4fcSat, 08 Aug 2026 19:11:07 GMT<p>Estate Planning for Business Owners with Aubrey Boswell, CPA, J.D.<br /><br />Most business owners put estate planning off until "someday." The problem is that someday often comes without warning, and the cost of waiting can fall on the business as much as the family.<br /><br />In this episode, I sit down with Aubrey Boswell, CPA and estate planning attorney in Dallas, to talk through why business owners can't afford to treat estate planning as a later problem.<br /><br />We cover:<br />→ Why a business owner's estate plan is really a business continuity plan<br />→ Key man insurance vs. buy-sell agreements, and why owners mix them up<br />→ How probate and a lack of planning can quietly destroy business value<br />→ A real story of how one family's estate ended up in the hands of people they never would have chosen<br />→ When the right time to start actually is (hint: it's earlier than you think)<br /><br />Whether you're a solo operator or building toward an exit, this conversation will change how you think about protecting what you've built.<br /><br />Connect with Aubrey:<br /><a rel="noopener noreferrer nofollow" href="https://www.boswellpllc.com/team-member/aubrey-p-boswell" target="_blank">https://www.boswellpllc.com/team-member/aubrey-p-boswell</a><br /><br />📅 Work With Us / Schedule a Business Tax &amp; Wealth Review:<br /><a rel="noopener noreferrer nofollow" href="https://calendly.com/jmcfarlandfinancial/30min" target="_blank">https://calendly.com/jmcfarlandfinancial/30min</a><br /><br />About Me:<br />I'm is a Certified Financial Planner (CFP®) and Enrolled Agent (EA) specializing in tax mitigation, cash flow optimization, and exit planning for business owners and high-income founders.<br />--------------------------------------------------<br />Disclosure: Content presented on this channel is for educational and informational purposes only and does not constitute individual tax, financial, legal, or investment advice. Advisory services offered through SageSpring Wealth Partners, an SEC Registered Investment Advisor. Enrolled Agent representation services are separate from investment advisory services. Consult with a qualified professional regarding your specific situation before executing any financial or tax strategy.</p>no00:37:061Business Owners MUST Understand Estate Planning. Period.full<![CDATA[The Real ROI of PROACTIVE Tax Planning for Business Owners]]>Episode 2: Navigating Business Taxation with Justin Molina, CPA

Jordan McFarland sits down with Justin Molina, CPA and co-founder of a Houston-based accounting firm, to unpack what proactive tax planning actually looks like for business owners.

They cover:

- Why "set it and forget it" tax prep leaves money on the table — the real savings come from year-round attention to your business, not a scramble every April.

- How entity structure needs shift as you scale — the jump from $1M to $3M+ in revenue often means new hires, new liabilities, and new decisions around business structure.

- Who this applies to most — Justin works primarily with businesses in the $1M–$20M revenue range, where growth starts outpacing DIY financial management.

- There's no secret loophole — just consistent, ongoing tax management that adapts as income fluctuates throughout the year.

If you're a business owner wondering whether your CPA relationship should be doing more for you, this conversation lays out what proactive advisory support actually looks like in practice.

To find more information about Justin Molina, CPA:
https://molinacpagroup.com/

📅 Work With Us / Schedule a Business Tax & Wealth Review:
https://calendly.com/jmcfarlandfinancial/30min

About Me:
I'm is a Certified Financial Planner (CFP®) and Enrolled Agent (EA) specializing in tax mitigation, cash flow optimization, and exit planning for business owners and high-income founders.
--------------------------------------------------
Disclosure: Content presented on this channel is for educational and informational purposes only and does not constitute individual tax, financial, legal, or investment advice. Advisory services offered through SageSpring Wealth Partners, an SEC Registered Investment Advisor. Enrolled Agent representation services are separate from investment advisory services. Consult with a qualified professional regarding your specific situation before executing any financial or tax strategy.

]]>99f59a91-a1e4-4e2b-9656-4e895519c0d8Sat, 08 Aug 2026 19:04:24 GMT<p>Episode 2: Navigating Business Taxation with Justin Molina, CPA<br /><br />Jordan McFarland sits down with Justin Molina, CPA and co-founder of a Houston-based accounting firm, to unpack what proactive tax planning actually looks like for business owners.<br /><br />They cover:<br /><br />- Why "set it and forget it" tax prep leaves money on the table — the real savings come from year-round attention to your business, not a scramble every April.<br /><br />- How entity structure needs shift as you scale — the jump from $1M to $3M+ in revenue often means new hires, new liabilities, and new decisions around business structure.<br /><br />- Who this applies to most — Justin works primarily with businesses in the $1M–$20M revenue range, where growth starts outpacing DIY financial management.<br /><br />- There's no secret loophole — just consistent, ongoing tax management that adapts as income fluctuates throughout the year.<br /><br />If you're a business owner wondering whether your CPA relationship should be doing more for you, this conversation lays out what proactive advisory support actually looks like in practice.<br /><br />To find more information about Justin Molina, CPA:<br /><a rel="noopener noreferrer nofollow" href="https://molinacpagroup.com/" target="_blank">https://molinacpagroup.com/</a><br /><br />📅 Work With Us / Schedule a Business Tax &amp; Wealth Review:<br /><a rel="noopener noreferrer nofollow" href="https://calendly.com/jmcfarlandfinancial/30min" target="_blank">https://calendly.com/jmcfarlandfinancial/30min</a><br /><br />About Me:<br />I'm is a Certified Financial Planner (CFP®) and Enrolled Agent (EA) specializing in tax mitigation, cash flow optimization, and exit planning for business owners and high-income founders.<br />--------------------------------------------------<br />Disclosure: Content presented on this channel is for educational and informational purposes only and does not constitute individual tax, financial, legal, or investment advice. Advisory services offered through SageSpring Wealth Partners, an SEC Registered Investment Advisor. Enrolled Agent representation services are separate from investment advisory services. Consult with a qualified professional regarding your specific situation before executing any financial or tax strategy.</p>no00:40:132The Real ROI of PROACTIVE Tax Planning for Business Ownersfull