
Most business owners spend years building income through their business, but far fewer create a strategy to turn that income into lasting wealth. In this episode of What's Your Deal?, Matt Uhler sits down with wealth advisor Ted Young of Anasazi Investment Group to discuss the financial decisions that can make or break a business owner's future. Ted shares the biggest mistakes he sees entrepreneurs make, why diversification matters, how to prepare for a successful exit, and what it really means to become "work optional." The conversation also explores retirement planning, investment strategies, tax considerations, market volatility, and the emotional challenges many owners face after selling their businesses. Whether you're actively growing a company, preparing for an exit, or simply trying to make smarter financial decisions, this episode provides practical insights on building wealth that lasts. Connect with Ted Young: Anasaziinvestmentgroup.com Ted.young@raymondjames.com 602-953-8802 Connect with Matt Uhler / Amped Success: Instagram: @ampedsuccess Website: ampedsuccess.com Email: admin@ampedsuccess.com LinkedIn: https://www.linkedin.com/in/matt-uhler-a9896612/ Want to be a guest or sponsor an episode? If you'd like to be a guest on What's Your Deal? or are interested in sponsoring an episode, reach out to: admin@ampedsuccess.com Listen & Subscribe: Be sure to subscribe on Apple Podcasts, Spotify, or wherever you listen to podcasts. If you enjoyed this episode, please leave a review. It helps more people discover the show.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Introducing Our New Community: Get Your Business Buying Questions Answered Live

Buying vs. Starting a Business: Lessons from 9 Deals with Eben & Ali Hartzenberg

What Is an ESOP? Employee Stock Ownership Plans Explained - Matt Middendorp

Why High Performers Break: Trauma, Stress & Business Success - Robin Afinowich
Free AI-powered recaps of What's Your Deal? | Buying Businesses, Business Acquisitions, Investing & Exit Strategies and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.