Your Wealth & Beyond: Secrets of Successful Entrepreneurs

1. Episode · Aug 21, 2026

   The Owner Benefit Corner: Using Your Business as a Vehicle to Efficiently Build Personal Wealth (opens the original)

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   Most business owners have some kind of retirement plan in place. They set it up years ago, they contribute every year, and they move on. What most never do is go back and ask whether that plan is still the right one for the business they're running today. In this episode of Your Wealth and Beyond, Andrew Rafal and Brian Hartstein open the fourth and final corner of the Four Corners of Business Owner Planning series: owner benefit planning. This is Part 1 of a two-part conversation, and it's buil

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2. Episode · Jul 17, 2026

   The Risk Management Corner: Is Your Coverage Keeping Up? (opens the original)

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   The moment you open your doors, you take on risk. Most business owners put basic coverage in place when they started the company and haven't given it a real look since. Meanwhile the business has grown, the exposures have changed, and the broker who sold the policy only calls at renewal. In this episode of Your Wealth and Beyond, Andrew Rafal and Brian Hartstein continue the Four Corners of Business Owner Planning series with the Risk Management Corner. They cover property and casualty coverage,

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