Boomers, Bucks, and Bling Podcast
Boomers, Bucks, and Bling Podcast
Podcast Description
Unlock the secrets to financial success with the Boomers, Bucks, and Bling Podcast!Hosted by Carl Spiteri, a veteran Mortgage Loan Originator with over 30 years of experience, this podcast is your ultimate guide to mastering the financial intricacies of buying, selling, and lending in today's dynamic market. Whether you're a home buyer, lender, or seller, Carl's expert insights and practical advice will empower you to make informed decisions that lead to lasting financial stability.Each episode breaks down complex financial concepts into easy-to-understand discussions, featuring everything from credit scoring and budgeting tips to the latest trends in commercial and residential lending. With guest appearances from industry professionals and real-world examples, Boomers, Bucks, and Bling offers valuable perspectives that can help you navigate the financial landscape with confidence.Tune in to stay ahead of the curve and take control of your financial future!
Podcast Insights
Content Themes
The podcast focuses on practical financial topics relevant to baby boomers, including home buying, selling, lending, retirement planning, and maintaining financial health. Specific episodes tackle issues like aging in place, home safety, and social security challenges, with guest experts providing tailored advice for navigating these themes.
Unlock the secrets to financial success with the Boomers, Bucks, and Bling Podcast!
Hosted by Carl Spiteri, a veteran Mortgage Loan Originator with over 30 years of experience, this podcast is your ultimate guide to mastering the financial intricacies of buying, selling, and lending in today’s dynamic market. Whether you’re a home buyer, lender, or seller, Carl’s expert insights and practical advice will empower you to make informed decisions that lead to lasting financial stability.
Each episode breaks down complex financial concepts into easy-to-understand discussions, featuring everything from credit scoring and budgeting tips to the latest trends in commercial and residential lending. With guest appearances from industry professionals and real-world examples, Boomers, Bucks, and Bling offers valuable perspectives that can help you navigate the financial landscape with confidence.
Tune in to stay ahead of the curve and take control of your financial future!
Boomers Bucks & Bling Ep 12 – Retiring Soon? What to Do With Your Business w/ Travis Catania
What Happens to Your Business When You Retire?
Welcome back to Boomers Bucks & Bling, where we turn retirement planning into a thrill ride! 💥 In this episode, host Carl Spiteri sits down with Travis Catania from Business Succession Pros to talk about something every business owner will face sooner or later—what to do with your business when it's time to retire.
Whether you’re planning to exit in 3, 5, or 10 years, Travis breaks down:
🧠 Why “succession” is smarter than “exit”
💰 How to value your business (hint: it’s not what you think it’s worth)
🔍 What buyers are really looking for
🛠 The difference between planning to exit and preparing to sell
🤝 Who should be on your business succession team
💸 Financing options, including SBA loans and seller financing
🔄 The real risks of internal succession to employees
Plus, Carl and Travis talk about blunders, thunders, and how to sell at the peak of your business — not after the crash.
If you're a small business owner nearing retirement or thinking about your next season, this episode is packed with actionable insights. Don’t miss it!
Disclaimer
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