Month: September 2023

Navigating the Founder Exit Paradox with Jerome Meyers

Navigating the Founder Exit Paradox with Jerome Meyers

What happens after you retire or sell your business?

Today’s guest, Jerome Myers is certain that you will fall victim to the ‘founder exit paradox’ and experience feelings of uncertainty and loss of purpose.

In this episode, Larry Heller, CFP®, CDFA ® chats with Jerome about why many business owners suffer an existential crisis after selling their business or retiring from a leadership role. Listen as he explains the ‘eight exits of a founder’ and how you can emotionally prepare for your next phase.

Jerome discusses: 

  • The importance of focusing on the human element of a profession rather than the financial benefits
  • How he helps clients gain clarity and formulate a strategy for their next phase of life
  • Uncovering the ‘six centers of doubt’ and how to build clarity 
  • How his framework helps individuals successfully transition away from corporate America 
  • And more

Resources:

Connect with Larry Heller: 

Connect with Jerome Myers:

About Our Guest:

Jerome Myers is an award-winning engineer, investor, mentor, and business strategist who helps founders navigate their Exit Paradox through his masterminds and coaching programs.  

Prior to leaving his corporate leadership position, Jerome built a $20 million, 175-person division of a Fortune 550 company from scratch.  He now uses his project management, engineering, and business expertise to advise business leaders on key areas such as: leadership strategy, process improvement, sales and data analytics in real estate, financial services, business services, and health care to help his clients double their revenue, time off and charitable giving.

Jerome is also a general partner in a multifamily real estate portfolio and serves on the North Carolina Agricultural and Technical State University Entrepreneurship Advisory Board.

In 2022, Jerome won the prestigious alumni achievement award for the North Carolina A and T State University College of Engineering where a fully endowed scholarship has been created in his family’s name.  A noted media expert, Jerome has been featured in Business Insider, Black Enterprise, Entrepreneur, Biznow, CBS, ABC, and Fox.

 Jerome has interviewed numerous newly exited operators (NEOs) on his top-ranked Dreamcatchers podcast which provides inspiration, education, and direction to his audience of founders who are building companies to sell after they exit the “Matrix”.

Retirement Reality Check: Are You Spending Enough?

Retirement Reality Check: Are You Spending Enough?

Many people are afraid to spend money during retirement because they worry they will run out, but in actuality, many people aren’t spending enough!

In this episode, Larry Heller, CFP®, CDFA® provides insight and education surrounding how much you can afford to spend once you retire. Listen as he highlights what you need to consider when determining your financial plan, and the different variables surrounding your age, health, expenses, investments, and income streams.

Learn along with Larry as he discusses: 

  • The importance of having a sound financial plan before you approach retirement 
  • Why you need to be familiar with your expenses and anticipated lifestyle 
  • How the Reservoir Strategy helps you prepare your time horizon while considering market fluctuations
  • The benefits of working with a Certified Financial Planner® 
  • And more

Resources: 

Connect with Larry Heller: