Glenn Financial

10/09/2026

Big Foot, the Loch Ness monster, UFOs

Myths are popular in our culture.

The same is true in finances.

In this weeks video, I break down 5 common myths I hear often.

I hope you enjoy!

Please like and subscribe!

Most financial advice isn't wrong — it's incomplete. These are 5 fi...

10/08/2026

Watch the full video on my Youtube channel! Check Link below: https://youtu.be/k5ba7MAKPQc?si=qu5eD4WZFjJbD9Nl

09/14/2026

Here's a little sneak peak of my next YouTube video coming out this Thursday. Be sure to subscribe to the channel to make sure you don't miss it!

https://www.youtube.com/

09/11/2026

Selling your business to a key employee can feel like the perfect exit strategy—but it can also create risks that many business owners don't see coming.

Your key employee knows the business, understands your customers, and may be the person you trust most to carry on the culture you've built. But when you sell internally, you may also become the lender—and your retirement could depend on the future performance of a business you no longer control.

In this video, Kyle Glenn, CFP® and exit planning advisor at Glenn Financial, explains four important risks business owners should consider before selling their business to a key employee:

• Seller financing — You may become the bank, receiving payments from the future profits of a business you no longer control.
• Where the money comes from — Can the business generate enough cash flow to support the purchase price, debt payments, and continued growth?
• Employee readiness — Is your key employee actually ready to make the transition from employee to business owner?
• Retirement risk — Will an internal sale provide enough money to close the gap between what you need for retirement and what the business can realistically generate?

One strategy to reduce the risk is to “test drive” the transition before completing the sale. Give the potential successor increasing responsibility for the business and allow them to make ownership-level decisions while you still have the ability to step back in.

If you're a business owner considering an internal sale, employee buyout, or other business exit strategy, these questions should be addressed well before anything is signed.

09/03/2026

This one may be my most controversial video yet.

Thinking about buying a vehicle as a tax write off? That is one of the most popular tax planning options for many business owners.

And it may be one of the worst.

That decision may make or break your financial goals.

Watch this video before you pull up to the dealership:

08/30/2026

Big news! Secure 2.0 legislation now allows 529 plans to fund K-12 expenses, not just college. This includes tutoring, testing fees, curriculum materials, and more. Every parent should consider if a 529 plan is right for their family's educational needs, regardless of college plans. .0

08/27/2026

New Youtube video out today all about 529 plans and how they can impact your financial plan!

check it out!

https://youtu.be/ucqcjvTAY1k?is=b9qWGL2BJvH34Snb

08/21/2026

This story is special, because it's ours.

We’re honored to provide more than financial guidance. We build relationships, identify opportunities, and help business owners move forward with confidence.

From treading water to having a solid boat—and a team that knows where it’s going. That’s the difference thoughtful financial planning can make.

We’re grateful for their trust and proud to be part of their journey.

⚠️ DISCLAIMER:
This content is general education and is not personalized advice, a recommendation,
or an offer to buy or sell any security. Glenn Financial, LLC does not provide tax
or legal advice — please consult your qualified advisors. Advisory Services provided
through Creative Financial Designs, Inc., a Registered Investment Adviser.
Securities offered through cfd Investments, Inc., Member FINRA/SIPC,
2704 S. Goyer Rd., Kokomo, IN 46902, 765-453-9600. Glenn Financial is
independently owned and not affiliated with cfd Investments.

08/07/2026

A project we have been working on quietly behind the scenes for a few months now is revamping our website.

We desire to tell our story and communicate clearly what you should expect from our firm.

And we believe did just that!

Super excited for this to be completed. Please, check it out!

Comprehensive financial planning for business owners and retirees in Harrisonburg, VA.

08/05/2026

When your child turns 18, they likely have no savings. There's a 4-year window to convert their Traditional IRA (formerly the Trump IRA) into a Roth IRA. Convert up to the standard deduction ($16,100 in 2026) to move that money tax-free. It's a powerful way to set them up for retirement with decades of growth.