The Policy Playbook
The Policy Playbook is a podcast that simplifies the complex world of business insurance, employee benefits, HR compliance, and retirement planning for business owners and decision-makers through interviews with business leaders and solo episodes breaking down real-world scenarios. Each episode delivers actionable strategies with zero jargon, accompanied by a newsletter that translates insights into specific steps you can implement to protect and grow your business.
The Policy Playbook
Your Financial Quarterback: Coordinating Wealth, Risk, and Legacy
Most business owners are making six-figure decisions without a full playbook.
They have a CPA.
They have a financial advisor.
They have an attorney.
They have an insurance broker.
But none of them are calling the plays together.
In this episode, Misty digs into what happens when fragmented financial advice leads to unnecessary taxes, costly risk exposure, missed opportunities, and legacy plans that fall apart when life changes.
EJ Pipkin has spent over 20+ years advising high-net-worth families and business owners, plus 10 years serving as a Maryland State Senator. Today, he uses that experience to act as a true quarterback — coordinating wealth, tax, and legacy planning so business owners don’t drop the ball on the goal line of their financial future.
What you’ll learn:
- The most expensive mistake business owners make with their money
- How to prevent “wealth becoming a burden” after a business sale
- What a true financial quarterback does that advisors alone cannot
- Why coordinated advice protects both the deal and your legacy
- How clarity in wealth planning reduces stress and future regret
Who this episode is for:
Founders, business owners, executives, CFOs, and anyone planning a major financial transition in the next 3–5 years.
Links:
🔗 Subscribe → The Policy Playbook
💌 Join the newsletter → Play of the Week
🤝 Connect → LinkedIn
💻 Website → The Playbook Consulting Group
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Guest: EJ Pipkin, Founding Partner at Extra Mile Financial
