Broker Check

Video Padcast


In this video, I share a lesson that has stayed with me since I first heard Roger Federer’s 2024 commencement speech at Dartmouth College. 

Federer noted that while he won nearly 80% of his matches, he only won about 54% of the points he played.

That idea has always resonated with me — not just in tennis, but in life and in financial planning.

Over time, I’ve come to see that financial planning isn’t about getting every decision exactly right. Markets move, life changes, and unexpected events happen. What matters most is having a thoughtful strategy and staying focused on what truly matters to you.

For many people, that includes:
• Time with family
• Meaningful work
• Experiences that bring joy
• Flexibility as life evolves

The goal of a financial plan isn’t to eliminate uncertainty — it’s to bring clarity, organization, and direction so you can move forward with confidence.


If you’re a business owner, your company is likely your largest asset—but it may not be as valuable or sellable as you think.

This channel helps you understand what really drives business value, how to reduce risk from a buyer’s perspective, and how to prepare for a successful exit on your terms.

We cover topics like valuation, owner dependence, systems, team structure, and turning business value into long-term personal wealth.

I’m George Vieth, a financial advisor working with business owners to help them grow, protect, and transition what they’ve built into lasting financial security.


As financial success grows, something else often grows with it… Responsibility. Not just earning or investing— but managing multiple advisors, making interconnected decisions, and trying to make sure nothing gets missed. Over time, that can become a job in itself. And it can lead to a bigger question: What is all of this actually building toward? Not because anything is wrong— but because everything hasn’t been brought together in a coordinated way. In this video, I talk about the hidden burden that can come with success—and what it looks like to bring more structure and clarity to it. If that resonates, I’m always happy to talk it through.

If you’re a business owner, your company is likely your largest asset—but it may not be as valuable or sellable as you think.

This channel helps you understand what really drives business value, how buyers evaluate your company, and how to prepare for a successful exit on your terms. We focus on reducing risk, improving transferability, and closing the value gap between what your business is worth today and what it could be worth.

I’m George Vieth, a financial advisor working with business owners to help them turn what they’ve built into lasting personal wealth.