Staying on Track

Thinking about selling your business someday? Whether that timeline is two years away or still a distant idea, understanding the exit process early can make a massive difference in the value of your company and the success of the transition. In this episode of Staying on Track, Jason Beisel, CFP® and founder of DayMark Wealth Partners, sits down with special guest JT Harp, President and CEO of Tra...

Thinking about selling your business? Whether your goal is freedom, legacy, or a fresh start, your next move could be one of the most important financial decisions you’ll ever make. In this episode of Staying on Track, Jason Beisel, CFP® and founder of DayMark Wealth Partners, walks through the 11 essential questions every business owner should ask before planning their exit — and how the answers...

What if your child could grasp the value of a dollar before they hit their teens? In this episode of Staying on Track, brought to you by DayMark Wealth Partners, Certified Financial Planners Jason Beischel and Justin Fitchko dive into one of the most important life skills we can pass on: financial literacy for kids. Whether you're a parent of toddlers or teenagers, this episode will arm you with s...

In this episode of Staying on Track, we dive into one of the most challenging aspects of financial and life planning — supporting aging parents while managing your own busy life. Host Jason is joined by Ken Phelan, owner and president of Sterling Nursing Services, who shares invaluable insights from his experience providing skilled, in-home healthcare. If you’re part of the Sandwich Generation — t...

Welcome to Staying on Track, the podcast dedicated to helping you master your financial future with expert insights, real-life stories, and actionable advice from the team at de Mark Wealth Partners. In this episode, we’re diving into our first 11 episodes—a rich collection of guidance designed to empower you at every stage of your financial journey. Here’s what you can expect in this episode: A q...

Do you or a loved one face challenges with vision loss? Whether you’re supporting aging parents, budgeting, or planning for future needs, the journey can be overwhelming. In this special episode of Staying on Track, brought to you by Daymark Wealth Partners, we dive into the essentials of managing finances while navigating vision loss, with insights from professionals at the Cleveland Sight Center...

Welcome to Staying on Track, the podcast that empowers you to take control of your financial future and beyond. Brought to you by DayMark Wealth Partners, we're here to guide you through the exciting world of money management, investments, and smart financial planning. In this episode, we dive into the challenges and opportunities of college life, featuring a panel of current students who share th...

Welcome to Staying on Track, the podcast dedicated to helping you take control of your financial future, brought to you by DayMark Wealth Partners. Get ready to dive into the exciting world of money management, investments, and smart financial planning. This episode, hosted by Jason Beischel, founder of DayMark Wealth Partners and a certified financial planner, tackles a topic that hits close to h...

Welcome to Staying on Track, the podcast dedicated to helping you take control of your financial future. Brought to you by DayMark Wealth Partners, we guide you through the exciting world of money management, investments, and smart financial planning. This episode, we delve into family financial planning with expert guests, real-life success stories, and actionable ideas. In this episode, host Jas...

Join us on "Staying on Track," where we embark on a journey to honor the bravery and sacrifices of the Greatest Generation. In this special episode, we pay tribute to Edward Collins and his fellow servicemen who served during World War II, reflecting on their extraordinary experiences and celebrating the enduring legacy they left behind. In this episode, we: Hear firsthand accounts of life during...

Welcome to Staying on Track, the podcast dedicated to helping you take control of your financial future. Brought to you by Daymark Wealth Partners, we guide you through the exciting world of money management, investments, and smart financial planning. In this episode, we delve into the realm of entrepreneurship and franchising, offering insights, success stories, and actionable ideas to empower yo...

Embark on a journey toward financial harmony with the latest episode of "Staying on Track." In this insightful installment, brought to you by Daymark Wealth Partners, hosts Jason and Eric explore the crucial intersection of love and finance. From managing debt to setting joint financial goals, this episode provides practical advice and real-life experiences to guide couples through the maze of mat...

Welcome to another episode of "Staying on Track," the podcast dedicated to helping you take control of your financial future. In this episode, our host, Jason Beischel, sits down with special guest Zac Fuller, a former Green Beret who successfully transitioned from military service to entrepreneurship. In this insightful conversation, Jason and Zac dive deep into the financial strategies and plann...

Welcome to "Staying on Track," the podcast dedicated to helping you take control of your financial future, brought to you by Daymark Wealth Partners. In this episode, your host, Jason Beischel, founder of Daymark Wealth Partners and a certified financial planner, delves into the intriguing concept of Black Swan events and how they can impact your life, both financially and personally. In a captiva...

Welcome to a transformative episode of "Staying on Track," the podcast dedicated to navigating the exciting world of money management and financial planning. In today's episode, host Jason Beischel, founder of Day Mark Wealth Partners, engages in a compelling conversation with Aaron Swensen, a respected pastor and pillar in the community. Together, they explore the mindset and strategies behind in...

Welcome to an insightful episode of the Staying on Track podcast. I'm your host, Jason Beischel, the founder of Daymark Wealth Partners and a Certified Financial Planner. Today, we're diving into a topic that resonates with many of us—the sandwich generation. This unique demographic, responsible for both raising children and caring for aging parents, constitutes a significant portion of the adult...