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Context Financial LLC

Context Financial LLC

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Financial planning isn’t about beating the market. It’s about designing your life. Carl Richards uses a simple sketch: A big circle for life, with a small one inside for money + work. Most people build around the wrong circle. Start with what matters. Then make money to support that. Know someone stuck in reverse? Share this with them. 🎧 https://apple.co/3LdXrul #TransitionTalks #LifePlanning #FinancialWellbeing #SketchGuy #PurposeOverProfit 11/17/2025

Financial planning isn’t about beating the market. It’s about designing your life. Carl Richards uses a simple sketch: A big circle for life, with a small one inside for money + work. Most people build around the wrong circle. Start with what matters. Then make money to support that. Know someone stuck in reverse? Share this with them. 🎧 https://apple.co/3LdXrul #TransitionTalks #LifePlanning #FinancialWellbeing #SketchGuy #PurposeOverProfit

06/25/2025

That big sale number? It’s not what you walk away with.

Josh Ackerman breaks down the financial blind spots that hit business owners during a sale, like deal structure, depreciation, and double taxation.

Learn more by tuning in on your favorite podcast platform.

Apple Podcasts: https://bit.ly/44lp5gd
Spotify: https://bit.ly/4ngGBtI

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Category

Financial Planning

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Telephone

+18595141999

Website

Address


120 Kentucky Avenue
Lexington, KY
40502

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm