Coordinate your Wealth

Join Brian Buetel and renowned behavioral economist Meir Statman, a Glenn Klimek Professor of Finance at Santa Clara University's Leavey School of Business as they explore how psychology influences investing, decision-making, and everyday life. Discover the hidden biases that shape our choices and learn practical ways to make better financial and personal decisions in an unpredictable world.

We're exploring one of the most powerful and often overlooked business succession strategies available to owners today—the Employee Stock Ownership Plan, or ESOP. If you've built a successful company and are wondering how to transition ownership while preserving your culture, rewarding your employees, and protecting your legacy, this conversation may introduce an option you haven't fully considered

What happens when life throws you a financial curveball you never saw coming? In this episode, “I’ve Never Thought of That Before!”, Cameron Buetel dive into the often-overlooked realities of wealth planning — the unexpected moments that can completely change the course of your financial future. Whether you’ve inherited or built significant wealth, it’s easy to assume your plan is solid. But as life unfolds — new marriages, business sales, family changes — unforeseen circumstances can create ripple effects that jeopardize your goals and even place your wealth in unintended hands. This episode challenges listeners to think differently about their wealth, their future, and the legacy they’re building. It’s about moving from complacency to intentionality — from assuming you’re covered to knowing you are.

In our latest episode, we explore the urgent challenges facing high-net-worth individuals in a rapidly evolving financial landscape. Despite the desire to preserve and transfer wealth effectively, those with over $25 million may feel unprepared or underserved in their planning efforts. With shifting tax laws and fleeting opportunities for strategic wealth transfer, failing to act could jeopardize everything you’ve worked to build.

Exiting your business is one of the biggest financial and emotional decisions you'll ever make. Without a well-thought-out plan, you risk leaving money on the table—or stepping away before you're truly prepared. On the latest episode of Wealth, Health, and Other Things You Should Know, we're diving into the critical steps you need to take with your team of trusted advisors to ensure your exit strategy supports both your future goals and your peace of mind.

Every four years, a Presidential Election brings about levels of fear and uncertainty. And during these tumultuous times, emotions can begin to drive logical decision-making and cause negative impacts to your financial world. On the latest episode of Wealth, Health, and Other Things You Should Know, we're addressing the importance of having a game plan with your team of trusted professionals to navigate the political landscape and limit the chance for making any emotionally-charged decisions.

People don't know what they don't know until they are made aware of it. Too often, people are realizing that their financial plan is underperforming and they are missing the mark on their financial goals. On the latest episode of Wealth, Health, and Other Things You Should Know, we're diving into a unique financial best practice to monitor your best interests and optimize your financial world.

In today's day and age, you need to be just as intentional when building your legacy plan, as you where when creating your business in the first place. Too often, we see the misconception of creating an estate plan and then not regularly monitoring that plan. On the latest episode of Wealth, Health and Other Things You Should Know, we're diving deep into the legacy planning process and why this is such an important topic for business owners and their families to be considering.

Welcome to the inaugural episode of Wealth, Health, and Other Things You Should Know! To kick things off on this series, we want to identify one of the biggest issues facing affluent families and business owners in today's world. There are too many people without a proper wealth management planning process and it's leaving a massively negative impact on their financial well-being. Life isn't getting easier. In fact, it's getting more complex. Join us for a great conversation that highlights the importance of incorporating a wealth management planning process into your life and how it can set you up for personal and financial success!

Typically, people don't consider the need for wealth planning until something drastic occurs in their life. This is wrong. Plain and simple. On the latest episode of Wealth, Health and Other Things You Should Know, we're exploring the wealth management planning process and why individuals should be implementing a process now. We'll cover five key areas of concern that wealth planning addresses, as well as how you can begin your path to developing a wealth plan that suits your unique goals and aspirations for the future.

Everything a wealth creator has worked their life to achieve, can be conveyed to the people they love in the most efficient and tax advantage manner using trusts. On the latest episode of Wealth, Health, and Other Things You Should Know, Brian Buetel outlines the overall advantages of leveraging trusts to secure your family's financial future. Additionally, Brian shares why trusts are such an important financial tool to be considering given the impending exclusion ratios changing in 2025.

In today's day and age, we're experiencing rampant inflation and it's making its mark on countless wealth plans! With costs rising on basic necessities like groceries, gas prices, and so much more, it's crucial that your wealth plan is built to take inflation into account. On the latest episode of Wealth, Health, and Other Things You Should Know, Brian explores this topic and acknowledges that too many people's wealth plans are not built with inflation in mind. This can ultimately keep you from achieving the goals you initially planned for! We'll also discuss the most effective strategy you can be leveraging, right now, to assess whether your wealth plan can stand up against inflation!

When an individual has reached a certain level of net-worth their financial world creates more complications and challenges. What we’re finding is that too many people are being underserved and their financial situation requires a deeper level of expertise. On the latest episode of Wealth, Health, and Other Things You Should Know, Cameron Buetel explores a very important question many people should be considering: Have you outgrown your current advisor? Cameron explains how working with the wrong advisor can hold you back from achieving what matters most to you!

Discussion with Scott Snider, co-founder of the Exit Planning Institute, discussing the need for Business owners to plan for their business transition. Listen to these steps and ideas that can help to provide a smooth exit.

Interview with Laura Kane Head of Thematic Research UBS Americas and her groundbreaking report

In this episode we discuss the common mistakes that business owners may make in planning their exit and the steps for a successful business transition.