Dina Hampton and Brooke Southall, March 13, 2013 Putting their own capital — and that of trusting others — into their own edge-cutting ideas, these guys plow ahead with smiles on their faces. Read the full article here.
Author Archive | Herb Schaffner
HNW Practice Thrives While Advisor Sails Around the World March 11, 2014 Back from 2 1/2 years sailing the globe, RIA Scott Leonard releases book advising CEOs how to improve their business and life at the same time. Is a 2 1/2-week vacation for a busy financial advisor too much to ask for? How about […]
How You Can Recharge Your Entrepreneurial Batteries With a Working Sabbatical Scott Leonard, March 19, 2014 It didn’t happen often, but at times during the middle of dinner with my family on the back deck of our sailboat in the middle of the tropics, I’d get a text message on the satellite phone saying I […]
EVERYTHING YOU NEED TO KNOW TO BECOME A REMOTE CEO EVEN CEOS NEED TO BREAK FROM THE DAILY GRIND OF OFFICE LIFE EVERY ONCE IN A WHILE. HERE’S HOW TO DO IT WITHOUT LETTING YOUR BUSINESS FALL APART IN YOUR ABSENCE. Scott Leonard, May 6, 2014 It has been three months since my family and […]
Scott Leonard, author of “The Liberated CEO” 05/25/14 Guest Scott Leonard, author of “The Liberated CEO,” who took a year to sail around the world while his company carried on. Listen to the podcasts here.
Voices: Scott Leonard, on Using Dynasty Trusts The trusts are great for asset protection July 10, 2014 Voices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Scott Leonard is the founder of Navigoe LLC in Redondo Beach, Calif. Dynasty trusts were once a popular way for […]
A CEO Ditched Everything He Owned To Sail Around The World For Almost 3 Years Libby Kane, Jul. 28, 2014 In 2011, Scott Leonard moved his family of five onto a 50-foot catamaran called Three Little Birds. He sold his Southern California house and all of the furniture in it; gave away or donated nearly […]
Maximize Your Social Security Benefits…By Not Freaking Out Scott Leonard, Aug. 21, 2014 A financial planner explains why, when it comes to retirement income, being patient can pay off in a big way. Read the full article here.
How One CEO Successfully Ran His Business While Sailing Around The World For 3 Years Richard Feloni, Sep. 4, 2014 “Everyone knew that if you were in the Leonard family, you were going to travel the world,” Scott Leonard, founder and CEO of boutique financial advisory firm Navigoe, tells us from his office in Los Angeles. […]
Give to Charity Like Bill Gates…Without Being Bill Gates Scott Leonard, Oct. 14, 2014 You don’t have to be rich to set up the equivalent of a charitable foundation — one that can continue making donations even after your death. Read the full article here.