Trade Talk Episode 18- Exit Plans, Legacy, and Financial Freedom with Dustin Terry
- crjowers30
- 6 days ago
- 2 min read
Protecting What You've Built: Exit Plans, Legacy, and Financial Freedom with Dustin Terry
Published: September 23, 2025
Special Guest: Dustin Terry
After learning how to build wealth, what comes next? Protecting it.
In this episode of Trade Talk, Dustin Terry of Clear Harbor Wealth Management returns to explore what it really takes to protect what you’ve built. From exit planning and legacy conversations to creating a personal financial freedom fund, Dustin explains the steps every entrepreneur should take to safeguard their family and future.
He shares eye-opening statistics—like why 50% of business exits are involuntary and how only 1 in 100 owners actually sell for what they think their business is worth—and outlines how planning early makes all the difference. We also dive into retirement risks, diversification strategies, and why business owners should stop trying to DIY their finances and instead lean on the right professionals.
What You’ll Learn in This Episode:
Why most business exits don’t go as planned—and how to avoid becoming a statistic
The importance of building a personal financial freedom fund outside your business
How to make your company more attractive to buyers or successors
The difference between a will and a true legacy plan
Why outsourcing to professionals is one of the smartest financial moves you can make
“Of the businesses that go to market, only 30% actually sell. Of that 30%, 10% will actually get what the owner thought it was worth. And the reason being is they did not have a plan.”
-Dustin Terry, Clear Harbor Wealth Management
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