Hey Fit & Frugal Tribe!
In this episode, I'm excited to introduce you to Bryon Kibildis, a seasoned financial advisor with Pacific Advisors. With 18 years under his belt, Bryon's an expert in helping business owners and individuals navigate the complex world of finance, particularly when it comes to selling assets in a tax-efficient way.
Join us as Bryon shares his personal journey of moving from California to Las Vegas, revealing how this change has positively impacted his business. He dives deep into the crucial need for business owners to have a solid exit plan and emphasizes the importance of comprehensive financial planning.
But Bryon isn't all about numbers and finance; he's got a passion for sailing and has recently indulged in a Japanese sports car. He brings a unique perspective on balancing life's pleasures with smart financial decisions. Bryon stresses the significance of understanding your risk profile and the necessity of constantly reassessing your investment strategies to align with your evolving goals.
Bryon Kibildis is not your average financial advisor. His early years were dedicated to serving military officers and dentists with basic financial planning. Today, he leads a team at Pacific Advisors focusing on Strategic, Effective, and Meaningful transitions for business owners. Bryon's approach is grounded in maximizing income, minimizing taxation, and leaving a lasting legacy.
With a philosophy mirroring his naval officer experience, Bryon believes in a “Crawl-Walk-Run” strategy. His holistic approach ensures well-grounded decisions, helping business owners alter their trajectories for the better.
Tune in for an insightful conversation with Bryon, where we explore the intersection of finance, life experiences, and making informed decisions for a prosperous future.
Key Takeaways:
Business owners often lack a written exit plan and need guidance on the taxation and legal implications of selling their businesses or real estate.
Las Vegas has a humble and generous business community, which makes it easier to connect and build relationships.
It is important for financial advisors to educate clients about the purpose of their money and help them create a meaningful financial strategy.
People should focus on creating experiences and cash flow rather than chasing material possessions.
Understanding one's risk profile is crucial when investing and reassessing investment strategies periodically is recommended.
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Connect with Bryon Kibildis on LinkedIn
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