Join us on this captivating episode of Retirementals as we have the privilege of hosting Gretchen Betts, a trailblazer in the financial advisory industry. In this inspiring conversation, Gretchen shares her firsthand account of planning, financing, and flawlessly executing a highly successful internal succession at Magenta Financial Planning. Prepare to be captivated by Gretchen's insights, as she takes us through the strategic decisions, financial considerations, and key lessons learned throughout this remarkable journey. Whether you're an aspiring adviser or simply fascinated by stories of triumph, this episode is bound to leave you inspired and equipped with valuable knowledge.

In episode 44, Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser, as well the significance of relationship building, equity investing and more. Listen here!

In episode 43, Roderic Rennison joins Abraham as a fountain of wisdom on all things M&A and succession planning, covering his 40 year experience, the three options for exiting a business & the valuations market.

In episode 41, Abraham is joined by the formidable Ruth Sturkey discussing her new role at the Institute for Financial Wellbeing, her journey from The Red House to Paradigm Norton and her stance on early-stage investments. An episode you won’t want to miss!