On Paper
Jordan McFarland, CFP®
On Paper explores the intersection of business success and personal freedom.
While many founders are "millionaires on paper," they often face the "Success Trap": a profitable business that consumes their time, lacks personal liquidity, and creates a massive tax burden.
Hosted by Jordan McFarland CFP® this podcast provides an integrated approach to wealth management and tax strategy.
Key topics include:
Tax Strategy for Founders: Optimizing S-Corps, distributions, and advanced tax planning
Personal Equity Building: Strategies to extract wealth from your business to fund a "work-optional" lifestyle
Integrated Wealth Management: Why coordinating your Tax Pro and Financial Advisor is the key to scaling personal net worth
The Exit-Independent Path: How to build a business that serves your life, rather than one you are a slave to
Stop managing a