Making Cents

What if the biggest transaction of your life was the one you were least prepared for? For many business owners, the idea of selling their company sits quietly in the background—until it’s suddenly urgent. But the best exits don’t happen by accident. They’re built intentionally, years in advance.

In this episode, John Napolitano sits down with longtime collaborator and financial advisor Alex Weiss to explore how business owners can ...

Sometimes, success speaks for itself. You're booked out months in advance, your community can't get enough of what you offer—and then, someone says: “Can I open one of these in my town?” What if that question is more than a compliment? What if it's your next business model?

In this episode of Making Cents, host John Napolitano welcomes Rick Morgin, a seasoned expert from The Franchise Consulting Company, to unpack the powerful pote...

Confidence is the baseline for any advisor-client relationship, but what most people don’t think about is what happens when the person you’ve trusted for decades steps away.

In this special episode, we’re sharing an interview John Napolitano did with Michael Gordon, founder of Inside Advisor Transitions. Michael asks questions geared at John’s experience as longtime advisor, former CPA, and founder of a multi-generational RIA.

The ...

Is your business worth what you think it is—or what someone tells you it is?

Whether you're considering a future sale, bringing in a partner, or simply building long-term wealth, understanding the true value of your business is a must—not a maybe.

In this episode of Making Sense, John Napolitano welcomes Bill Clement, Managing Partner at South Coast Financial Partners, for a candid, in-depth conversation on business valuations. 

T...

What is more valuable than money–and easier to steal?

In today’s episode of Making Cents, John Napolitano sits down with cybersecurity expert Mark Hurley to expose the invisible risks lurking in your digital life. A West Point graduate and founder of Digital Privacy and Protection, Mark shares why cybercrime has become a bigger business than the global drug trade—and how high net worth families are increasingly in the crosshairs.

Y...

Are you treating tax planning as a once-a-year headache instead of a year-round wealth-building strategy?

In this episode of Making Cents, host John Napolitano sits down with Bill Clement, Managing Partner of South Coast Financial Partners, to discuss why high net worth families need to integrate tax planning into every aspect of their financial planning. Forget the stereotypical approach of scrambling in April—this conversation di...

When it comes to buying property, most people think it’s as simple as securing a mortgage, signing paperwork, and getting the keys. But high-net-worth families need a more strategic approach—one that integrates real estate into their overall financial plan.

Are your advisors making sure you're covered or are they asleep at the switch?

In this episode of Making Cents, host John Napolitano CFP®, CPA, PFS, MST sits down with Alex Wei...

Are you really getting the financial advice you need—or just what your advisor is “allowed” to talk about?

In this episode of Making Cents, host John Napolitano sits down with Thomas Schulte CFP®, Director of Financial Planning at Napier Financial, to uncover the awkward truth behind what most financial advisors won’t tell you.

Let’s dive deep into fully integrated financial planning—what it really means, why most advisors don’t d...