Welcome to Lessons by the Lake
The Oswego Private Wealth Show!
Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we’ll explore various wealth management strategies, solutions, and conversations that Bob discusses daily with his affluent clients.
Whether it’s circumstances that are related to family businesses, wealth preservation, or even charitable intent, this show covers a wide variety of financial services that are bound to leave you with some considerations for your own financial portfolio.
Thanks for checking out our show!
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Podcasts
Lessons by the Lake: The Oswego Private Wealth Show
Welcome to Lessons by the Lake: The Oswego Private Wealth Show!
Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we’ll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day.
Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that’s bound to leave you with some considerations for your own financial portfolio.
Thanks for checking out our show! Be sure to leave a comment and subscribe on your favorite podcasting platform so you never miss another episode! Enjoy!
Avenues of Opportunity: SBA Loan Strategies for Business Owners
In this episode of Lessons by the Lake: The Oswego Private Wealth Show, we’re joined by Jani Beatty, Vice President and SBA Relationship Manager at Northwest Bank. Jani shares her expertise on loan strategies tailored for entrepreneurs navigating businesses of all sizes.
From securing funding for growth to leveraging Small Business Administration (SBA) loans effectively, this conversation is packed with actionable insights to help business owners optimize their financial strategies. Whether you’re launching a startup or scaling an established enterprise, Jani’s guidance will empower you to make informed borrowing decisions.
Chapters:
0:00 – Introduction
4:02 – Leveraging SBA loans to grow your business
11:31 – Taking a deeper look into your business
17:09 – SBA loans vs. commercial bank loans
19:23 – Connect with Bob and his team
20:10 – Closing remarks
Connect with Bob Bedritis:
Website: oswegoprivatewealth.com
Facebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/
December 9, 2024
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