Transition Planning Episodes
Every Ag View Pitch conversation on transition planning — summaries, key takeaways, and full transcripts.
Episode 555
Transition planning: where to start
Mike Downey of NextGen Ag Advocates on starting with the end in mind, getting the whole family in one room, and planning non-family successions.
Episode 550
10 lessons from 2023
Chris Barron and Shay Foulk share 10 lessons from 2023: stay disciplined on marketing, guard working capital, and start transition 7 to 10 years out.
Episode 521
Mail bag: next generation in cow calf and row crop operation
Two brothers near 60 want to hand off 2,000 acres and a cow-calf herd. Shay Foulk and Chris Barron map the vision, retirement budget, and entity split.
Rewind
Dad's wisdom rewind: On the farm with Jerry Meissner
Jerry Meissner on growing a 2,600-cow Wisconsin dairy with low equity, buying land at $1,200 an acre, and hiring help before he could afford it.
Episode 511
Dad's wisdom with Gary Monson in Colfax, Washington
Gary Monson on getting his first lease in 1978, splitting the ranch in 2007, the equipment he kept too long, and letting his sons make their own decisions.
Episode 487
Farm to freight: blurry logistics made clear with Michael Steeke, Rocket Shipping
Michael Steeke bought his family farm outright, then built Rocket Shipping to 29 people. He explains LTL, partner carriers, and freight bill audits.
Feb 2023
Mailbag: A 1,200-Acre Farm Transition
Shay Foulk walks through a 1,200-acre buyout: equipment valuation, 15-30% discounts, long-term leases, and the tax hit of a retiring farmer's final crop.
Feb 2023
Progressive farm outlook with Kristjan Hebert
Kristjan Hebert explains his time, brains and money split, monthly draws for parents, a known $780,000 burn rate, and keeping equity out of equipment.
Rewind
Rebroadcast: Got insurance? Are you sure?
Adam Brickley names the farm insurance gaps that cost most: unreported partnerships, depreciated equipment values, and $1 million liability limits.
Dec 2022
Retirement plans: a paradigm shift for farm operations and employee retention
Travis Martinek breaks down 401(k) versus SIMPLE IRA limits for 2023, the Roth option farms lose with a SIMPLE, and why plan fees deserve a hard look.
Dec 2022
Agriculture's top ten issues and opportunities for 2023
Chris Barron lists the ten issues he tells clients to plan around for 2023, from land rents and equipment values to lenders, transition and labor.
Oct 2022
How might the 2022 election impact your farm tax situation
Paul Neiffer on the 2023 estate exemption of $12.92 million, use-it-or-lose-it bonus exemption, prepay rules, and bonus depreciation dropping to 80%.
Aug 2022
Dad's wisdom from North Dakota with Del and Lloyd Gates
Lloyd Gates started farming in 1948 and his son Del in the late 1970s. They talk lender relationships, land debt and handing a seed business to grandsons.
Jun 2022
Tax and financial management 201
Paul Neiffer and Mike Finley break down HSAs, Roth versus traditional plans, fee-only advisors, and holding working capital near 50% of operating needs.
May 2022
Retirement 101
Mike Finley walks through four retirement questions: yearly expenses, fixed income, portfolio size, and the 4% rule, plus 401k, SEP, and SIMPLE setup.
Apr 2022
Dad's wisdom with Moe Russell, author of Take the high road to personal accountability
Moe Russell shows how to bulletproof a farm balance sheet: working capital at 50% of annual expenses, equity above 50%, and debt held below 50%.
Apr 2022
Financial happiness: an opportunity for everyone
Mike Finley on why high income is not high net worth, how loads and whole life premiums drain your money, and how to diversify beyond farmland cheaply.
Mar 2022
Dad's wisdom with Denny Berger from Traer, Iowa
Iowa farmer Denny Berger on borrowing against each group of hogs, letting his son make his own calls, and why a farm needs written core values.
Mar 2022
Dad's wisdom with Scott Church: generations of wisdom
Scott Church went from 50 acres to 6,000 and is handing the farm to his son. He explains why he starts grandkids in the business meeting, not the shop.
Mar 2022
Ego, insecurity, and control: the three-headed monster of farm communication
Shay Foulk and Chris Barron name the three things that break down farm communication, and give the fix: check the ego, be vulnerable, share control.
Dec 2021
Tax prep for year end
Paul Neiffer on the December checklist: valid prepaid invoices, why ordered equipment is not deductible, deferred payment contracts, and payroll credits.
Sep 2021
Best Practices for Farm Business Structure
Paul Neiffer and Chris Barron explain when trucking and equipment LLCs make sense, how per-pass billing works, and why structure makes transition possible.
Aug 2021
Transfer tax update
Farm CPA Paul Neiffer explains the proposed transfer tax, what it would mean for non-farming heirs, and the gift exclusion cuts that worried him in 2021.
Aug 2021
Defining growth: a process, not a pill
Chris Barron walks through 8 factors that define growth on a farm: why, relationships, goals, leadership, education, risk, health, and reflection.
Aug 2021
Beginning farmer: land, with Mike Downey
Mike Downey explains the entrance strategy for beginning farmers: build a network, carry outside cash flow, and structure land so it stays in the family.
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