Episode 72: The Uninterested Heir, Earnout Reality Check, and Hiring a Nanny

August 31st, 2026  |  28 mins 42 secs

business exit strategy, business sale earnout planning, financial literacy, gifting strategies, gifting to adult children, household staff, inheritance planning, liquidity event, nanny, tax planning

A self-managed investor asks whether his 28-year-old son should use a wealth manager. A business owner selling on an earnout tries to figure out how much of it to plan around. And Stephanie Fornaro of Hello Nanny on the mistakes families make when they hire household support.