{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5aad9a49e932f49b6bf95c66/69c704fc88f1e891328a8115?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"How Business Owners Create Passive Income After An Exit","description":"<p><br></p><p><br></p><p><strong>Episode Description</strong></p><p>In this episode, Brad Johnson explains how business owners can turn the proceeds from selling a company or experiencing a major liquidity event into passive monthly income that can fund retirement indefinitely. He shares why many entrepreneurs reach the finish line without a real plan for their wealth, why traditional stock-and-bond portfolios often feel misaligned after an exit, and how Evergreen’s two-engine income strategy is designed to create both dependable cash flow today and income growth for the future. Brad also covers the trade-offs of private markets, the importance of choosing the right advisor, and why focusing on income goals can be far more useful than chasing a net worth number.</p><p><br></p><p><strong>Book a Call</strong></p><p><br></p><p>https://zpr.io/izgjKaDsgQNw</p><p><br></p><p><strong>Evergreen Capital</strong></p><p><br></p><p>info@evergreencap.com</p><p><br></p><p><strong>Connect with Brad Johnson</strong></p><p><br></p><p>https://www.linkedin.com/in/bradleyjohnson/</p><p><br></p><p><strong>Key topics:</strong></p><p>• How entrepreneurs can convert a major liquidity event into passive monthly income</p><p>• Why many business owners feel unprepared for life and money after selling a company</p><p>• The emotional and practical challenges entrepreneurs face after retirement</p><p>• The difference between managing investments yourself and outsourcing portfolio strategy</p><p>• Why traditional ETF-and-bond portfolios often fall short for business owners</p><p>• How Evergreen’s two-engine income strategy combines private income investments with dividend growth stocks</p><p>• What goes into vetting high-quality private asset managers</p><p>• Why many traditional advisors struggle to implement private market strategies</p><p>• The pros and cons of private investments, including illiquidity</p><p>• Why setting a passive income target may matter more than aiming for a specific net worth</p><p><br></p><p><strong>Timestamps:</strong></p><p>00:00 - Introduction: Converting Liquidity into Passive Income</p><p>00:59 - Post-Retirement Ambitions for Entrepreneurs</p><p>01:57 - Options for Portfolio Management: DIY vs. Outsourcing</p><p>02:32 - The Limitations of Vanilla Investment Strategies</p><p>03:56 - The Evergreen Income Strategy: Two Engines</p><p>04:51 - Vetting High-Quality Asset Managers</p><p>05:14 - Choosing the Right Advisor for Private Markets</p><p>07:04 - The Trade-offs: Illiquidity and Behavior</p><p>08:38 - Focusing on Income Goals over Net Worth</p><p>10:03 - Next Steps and Resources</p>","author_name":"Brad Johnson"}