B.A. Schrock Financial Group

Ep 109: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 1)

The Key Points: 

Today we are glad to welcome Joel Cavanaugh to the podcast. Joel is a partner at Hanna Rasnick Evanchan Palmisano Hobson & Fox LLC and handles a wide array of cases in estate planning. In this two-part episode, Joel will discuss his journey as an attorney and business owner and will answer your questions about estate planning.

To kick off this episode, Joel shares the steps that led him to pursue a career in law. He highlights the significant shift he experienced when transitioning to a business owner and discusses how he maintains a work-life balance by intentionally managing his time. In part one, Joel emphasizes the importance of providing top-notch service for your clients and shares valuable information on the realities of being a business owner.

Here’s some of what you’ll learn in this episode:

  • Joel shares how he became an attorney and what led him to own his own business.  (1:12)
  • Owning a business is a balancing act.  (6:55)
  • Joel shares how he balances being an attorney, father, and husband by being intentional with his time. (10:47)
  • “When you own a business, you are the business.” Joel reflects on what it’s really like to run a business. (12:33)

If you have any questions, please reach out to us at https://www.baschrock-fg.com/ or give us a call at 330-473-1060

 


Related Content:

How Life Changes Impact Finances (Part 1)

SECURE Act 2.0 – Retirement Changes You Need to Know About

Market Updates – Where Are We Headed?

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