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!
Leverage Accurate Accounting to Drive Efficient Strategy
In the latest installment of...
Avenues of Opportunity: SBA Loan Strategies for Business Owners
In this episode of Lessons...
What Is Your Game Plan? Featuring Paul Menig
In this insightful episode of...
The Founder's Journey with David Howitt
In this episode of Lessons...
Is Your CPA an Advisor or a Historian? (Feat. Robert Curtis, CPA)
On the latest episode of...
Build a Business With Real Intrinsic Value with Craig Wigginton
On the latest episode of...
The Strategic Pillars of Wealth
On the latest episode of...
Are You Prepared for the Sunsetting of Estate Tax Exemptions?
In the latest episode of...
The Power of the Right Questions
What he does, he's been...
An Innovative Approach to Taxes and Accounting
On the latest episode of...
Making Your Business More Sellable and Getting a Higher Price
On the latest episode of...
Estate Planning: The First Step in Business Succession
On the latest episode of...
Building a Well-Defined Succession Strategy
Oftentimes on this show, we...
Planning on Selling Your Business? Think Again.
Welcome back to another installment...
Succession Planning for Family Businesses
Family conflicts can wreak havoc...
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!
Leverage Accurate Accounting to Drive Efficient Strategy
In the latest installment of Lessons by the Lake: The Oswego Private Wealth Show, we sit down with Carl J. Cox, Founder of 40 Strategy and 40 Accounting, for an insightful conversation on the power of accurate financial data in driving business success.
Carl shares his expertise on how leveraging precise accounting information can lead to more efficient decision-making, better strategic planning, and ultimately, stronger financial outcomes. Whether you’re a business owner, executive, or entrepreneur, this episode offers valuable takeaways on aligning your numbers with your vision to achieve sustainable growth.
Tune in for practical strategies and expert insights that can help you navigate financial complexities with confidence.
Chapters:
0:00 – Introduction
3:20 – Carl’s background in strategy and accounting
10:09 – The marriage of 40 Strategy and 40 Accounting
18:34 – The exit planning reality check
30:02 – How to get in touch with Carl and Bob
February 10, 2025
December 9, 2024
October 16, 2024
October 7, 2024
September 16, 2024
August 26, 2024
June 10, 2024
March 4, 2024
Search Results placeholder
Follow Us On Your Favorite Podcast Platform
