The Financial Incline
October 2026
At Incline Wealth Advisors, we help our clients build wealth and live the lifestyle they want. Each month we release blog posts, videos and other content to help you get there.
Below are this month's summaries. Use the links to open the full content for the topics that matter most to you.
Client Appreciation Event
Bengals Watch Party
Join us for our annual client appreciation event, a Sunday morning of football, great food and great company. Drinks, food and games are on us, and kids are welcome, so bring the whole family.
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Article
Your Business Is Not Your Retirement Plan
For most owners, the business is the paycheck, the retirement plan and the biggest asset all at once. That is a lot to ask of one company. Building wealth outside the business gives you options, and options lead to better decisions when an offer lands on your desk.
You cannot spend an appraisal.
Article
What Buyers Look For
Buyers are not paying for your past. They are paying for the cash flow they expect after you leave, and three things build their confidence: recurring revenue, healthy margins and cash that actually shows up. Start working on all three two to three years before you plan to sell.
Article
Are You Financially Ready to Sell Your Business?
Most owners ask whether the business is ready to sell. The better question is whether you are financially ready. Know what you spend, estimate what you would actually keep after debt, fees and taxes, and run the math before you sign a letter of intent.
Video
Efficiently Selling Your Business
Selling a business is one of the biggest financial events of your life, and how you prepare shapes what you keep. This video covers how to approach a sale efficiently.
Video
Pay Your Kids and Lower Your Taxes
Paying your children for real work in the family business may be one way to lower the household tax bill. This video explains how business owners can approach it.
Video
Retirement Plans for Your Business
401(k), SEP IRA or SIMPLE IRA? Each fits a different kind of business. This video compares the three so you can see which may fit yours.
Video
1031 Exchange Explained
Selling investment property can create a large tax bill. A 1031 exchange is one way to defer it, and this video explains how it works.
Video
Estate Planning 101
A basic estate plan can help your family avoid probate, protect your privacy and plan ahead. This video walks through the starting points.
Financial Red Flags and Green Flags
A quick reel on the financial red flags and green flags worth watching for.
Article
Why the First Decade of Retirement Matters Most
Two retirees can earn the same average return over 30 years and end up in very different places. The difference is when the bad years hit. A plan built to handle a rough start, with a cash reserve and flexible spending, lets you spend with confidence instead of worry.
The years right around retirement are when your plan is most fragile.
Roth IRA vs Traditional IRA
A short reel on how a Roth IRA and a traditional IRA differ.
Investment Trends
October Market Updates
Our weekly Investment Trends videos covered a lot of ground this month, including the Fed, oil, big tech earnings and the big tech selloff, year end portfolio moves and Anthropic's IPO filing. Watch any week you missed.
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