Sean Polley's videos and podcasts
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Your CPA is optimizing last year. That is the job, and a good one does it well. Optimizing the next ...
I spent nearly three decades inside the biggest names in wealth management. Leaving to build Polley ...
September 2026
The five-year plan gets renewed annually. Meanwhile, the outside portfolio stays small because the s...
Pay yourself a real salary. Set a distribution policy. Save on a schedule that does not move when th...
If you want to do a few small things right, do them yourself. If you want to do great things and mak...
A valuation is not a sale document. It is a baseline. You need the number before you can know whethe...
If a sophisticated buyer evaluated your company today, what would reduce the price they were willing...
The concentration is the reason you have the wealth. It is also the reason a bad two years could tak...
A stock portfolio is only one piece of your financial picture. The bigger question: How do your i...
Ask your advisors when they last spoke to each other about your situation. The answer tells you whe...
Fair and equal are two different answers. Choosing between them is a family decision, and it is bett...
You spent a decade (or more) training for the white coat. But what happens when you're ready for lif...
A buy-sell without funding is a written promise to produce a check you don't have.