Glenn Financial

05/28/2026

Tax planning before selling your business is crucial. Pulling the right levers beforehand gives you options; waiting until after the sale closes means those options disappear forever. Sell for $4 million and expect a tax bill of $800k to over $1 million if you haven't planned.

The information provided in this video regarding tax law or regulation is general in nature and may not apply to a particular individual's circumstances. Neither cfd Investments, Inc. nor Creative Financial Designs, Inc. provide legal or tax advice. Clients are directed to consult with their legal or tax counsel regarding such matters. Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902, 765-453-9600. Glenn Financial Services is independently owned and is not affiliated with cfd Investments, Inc. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by CFP Board, used with permission.

05/28/2026

Business owners! If your plan is to one day sell your business - this video will be super helpful!

Your retirement, tax and exit are not three separate plans - they need to be one.

Learn how and why to integrate them!

https://youtu.be/EkKCGtagGK4

🗓️ Ready to talk through your own situation?Schedule a free call with Kyle: https://calendly.com/kyle-glenn-finan...🔔 New here? Subscribe for weekly videos...

05/28/2026

When selling your business or planning for retirement, ask yourself: 1. How much income do you truly *need* to sustain your lifestyle? 2. What will your tax situation look like after turning off business-owner levers? 3. What do you want your remaining assets to achieve? Addressing these, alongside a tax plan, turns a projection into a solid retirement plan.

The information provided in this video regarding tax law or regulation is general in nature and may not apply to a particular individual's circumstances. Neither cfd Investments, Inc. nor Creative Financial Designs, Inc. provide legal or tax advice. Clients are directed to consult with their legal or tax counsel regarding such matters. Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902, 765-453-9600. Glenn Financial Services is independently owned and is not affiliated with cfd Investments, Inc. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by CFP Board, used with permission.

05/21/2026

New video is out now! > Please subscribe to the channel!

If you own an S Corp - This video will be especially important for you!
https://youtu.be/APtO8J8hFRk

Kyle Glenn

🗓️ Ready to talk through your own situation?Schedule a free call w...

05/14/2026

Many business owners obsess over every detail, leading to stress and neglecting personal needs like workouts or financial planning. This video shares practical steps to combat overwhelm: create a minimal viable product, reinvest in learning, hire for weaknesses, and prioritize personal financial planning. It's time to build a sustainable business and life.

The information provided in this video regarding tax law or regulation is general in nature and may not apply to a particular individual's circumstances. Neither cfd Investments, Inc. nor Creative Financial Designs, Inc. provide legal or tax advice. Clients are directed to consult with their legal or tax counsel regarding such matters. Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902, 765-453-9600. Glenn Financial Services is independently owned and is not affiliated with cfd Investments, Inc. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by CFP Board, used with permission.

05/13/2026

Automate your savings and investments weekly to secure your retirement. Prioritize paying yourself before bills and expenses. Don't work 40 years for nothing; build a future you'll be proud of.

The information provided in this video regarding tax law or regulation is general in nature and may not apply to a particular individual's circumstances. Neither cfd Investments, Inc. nor Creative Financial Designs, Inc. provide legal or tax advice. Clients are directed to consult with their legal or tax counsel regarding such matters. Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902, 765-453-9600. Glenn Financial Services is independently owned and is not affiliated with cfd Investments, Inc. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by CFP Board, used with permission.

05/11/2026

Don't bet on a single stock. Buying a wide basket of stocks diversifies your risk because you never know which company will truly shine. Even Nvidia's CEO admitted he wouldn't have picked Nvidia initially.
The information provided in this video regarding tax law or regulation is general in nature and may not apply to a particular individual's circumstances. Neither cfd Investments, Inc. nor Creative Financial Designs, Inc. provide legal or tax advice. Clients are directed to consult with their legal or tax counsel regarding such matters. Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902, 765-453-9600. Glenn Financial Services is independently owned and is not affiliated with cfd Investments, Inc. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by CFP Board, used with permission.

05/08/2026

We often focus on the numbers, but true financial success is about the lifestyle and fulfillment those numbers enable. Whether aiming for a billion or just breaking even, having clear goals is key to avoiding disappointment.
The information provided in this video regarding tax law or regulation is general in nature and may not apply to a particular individual's circumstances. Neither cfd Investments, Inc. nor Creative Financial Designs, Inc. provide legal or tax advice. Clients are directed to consult with their legal or tax counsel regarding such matters. Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902, 765-453-9600. Glenn Financial Services is independently owned and is not affiliated with cfd Investments, Inc. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by CFP Board, used with permission.