Coordinate your Wealth
Coordinate Your Wealth is for private business owners navigating the financial, strategic, and family complexity surrounding major transitions: exits, successions, liquidity events, and legacy planning. Each episode brings you inside the conversations wealthy families and experienced advisors have behind closed doors — covering business exits, estate strategy, asset protection, tax planning, philanthropy, and preparing the next generation to steward what you've built. Through this show, you'll gain the clarity to make confident decisions, avoid costly mistakes, and build a path that protects your wealth and your relationships.
27 Aug 2026
ESOP Succession Planning: How Employee Ownership Creates Value for Business Owners, Employees & Families
We're exploring one of the most powerful and often overlooked business succession strategies available to owners today—the Employee Stock Ownership Plan, or ESOP. If you've built a successful company and are wondering how to transition ownership while preserving your culture, rewarding your employees, and protecting your legacy, this conversation may introduce an option you haven't fully considered
04 Nov 2025
I've Never Thought of That Before
What happens when life throws you a financial curveball you never saw coming? In this episode, “I’ve Never Thought of That Before!”, Cameron Buetel dive into the often-overlooked realities of wealth planning — the unexpected moments that can completely change the course of your financial future. Whether you’ve inherited or built significant wealth, it’s easy to assume your plan is solid. But as life unfolds — new marriages, business sales, family changes — unforeseen circumstances can create ripple effects that jeopardize your goals and even place your wealth in unintended hands. This episode challenges listeners to think differently about their wealth, their future, and the legacy they’re building. It’s about moving from complacency to intentionality — from assuming you’re covered to knowing you are.
04 Aug 2025
A Time of Rapid Change: The Future of Wealth Management
In our latest episode, we explore the urgent challenges facing high-net-worth individuals in a rapidly evolving financial landscape. Despite the desire to preserve and transfer wealth effectively, those with over $25 million may feel unprepared or underserved in their planning efforts. With shifting tax laws and fleeting opportunities for strategic wealth transfer, failing to act could jeopardize everything you’ve worked to build.
Contact information
Contact information
The Buetel Wealth Management Group
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
