In this episode of Business Talk with Meghan McNulty, Meghan is joined by Brian McNulty, a former CEO and seasoned advisor to business owners, for a direct and insightful discussion on one of the most overlooked topics in entrepreneurship: personal wealth protection.

Whether you’ve built a thriving company or are preparing for a transition, this conversation will challenge how you think about wealth, risk, and long-term planning.

Episode Highlights:

• The Hidden Risk: Why concentrating wealth inside the business or in real estate can leave you overexposed
• Earned vs. Passive Income: How shifting your focus opens new freedom and flexibility
• Beyond Verbal Plans: Why formal, written succession and exit plans matter
• A Holistic Approach: The importance of integrating legal, financial, and operational strategies

Why Listen?

Many entrepreneurs spend decades growing a business but overlook how to protect what they’ve built. This episode offers a grounded conversation on:

• Turning business success into personal financial security
• Creating liquidity and options outside your company
• Preparing for a smooth and strategic transition for you and your family

If you’re a business owner thinking long term or wondering how to avoid common financial blind spots, this is a must-listen.

Mini Snippet from the Podcast:

“You can be incredibly successful as a business owner and still have a personal balance sheet that’s fragile. That’s the disconnect we’re talking about today.”
Brian McNulty

About the Guest:

Brian McNulty has spent over 40 years guiding business owners through complex transitions including succession, mergers, and exit planning. As a former CEO and strategic advisor, he brings firsthand understanding of the pressures leaders face and how financial, legal, and operational plans must align to support long-term success.

Brian is a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®), holding Series 6, 7, 24, 63, and 65 Securities Registrations. He works through Cetera Advisor Networks LLC and Cetera Investment Advisers LLC, helping business owners build resilience beyond the company.

Tune In and Stay Informed:

This episode is for entrepreneurs, founders, and professionals who are serious about protecting what they’ve built.

Thank you for listening to Business Talk with Meghan McNulty. Whether you’re early in your growth phase or approaching retirement, strategic planning can turn your hard work into long-term financial freedom.

The right steps today can help you gain flexibility, reduce risk, and build a legacy that lasts.