Kyle Playford, CFP®

About Kyle Playford, CFP®

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So far Kyle Playford, CFP® has created 3 blog entries.

5 Essential Financial Planning Steps for Business Owners in 2025

As we enter 2025, running a business has never been more complex. There are many unknowns that are hard to plan for, including economic uncertainty and the impact of artificial intelligence. In this environment of uncertainty, we see the most successful business owners laser-focused on controlling what they can control.  [...]

5 Essential Financial Planning Steps for Business Owners in 20252025-01-20T18:34:28-06:00

The Value Gap: Can My Business Support My Next Act?

According to the Exit Planning Institute, over 80% of a typical business owner’s net worth is tied to the value of their business. This statistic underscores the critical importance of understanding the "Value Gap"—the difference between the current value of a business and the value it needs to achieve to [...]

The Value Gap: Can My Business Support My Next Act?2025-01-20T17:27:07-06:00

The Bear Market Field Guide: Enduring Wisdom On How To Approach Bear Markets

Does running a marathon have any correlation with being an investor? As a recent marathon finisher, I believe it does. On October 2nd, 2022, I crossed an item off my bucket list while crossing the finish line of the Twin Cities Marathon in St. Paul, Minnesota. The training and discipline [...]

The Bear Market Field Guide: Enduring Wisdom On How To Approach Bear Markets2022-12-19T08:16:08-06:00
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