Sep 30, 2025
Episode Summary
Bill and Pete get personal about a shared health detour—early-detected prostate cancer—and how “health meets wealth” shows up in real life. They unpack the emotional and practical steps (baselines, deltas, options, decisions), then pivot to Pete’s new niche venture: Certified Exit Planning Advisor (CEPA) work and the launch of The Confident Exit podcast for business owners.
Time-Stamped Show Notes
00:00 – Welcome & context
Bill opens the show and explains they’ve been on a brief hiatus;
Pete joins remotely from San Francisco (actual hotel room, not a
virtual background).
00:43 – Where’s Pete?
Pete’s calling in from San Francisco, CA; quick banter
about travel and being “alongside on screen.”
01:13 – Why the hiatus
It’s “been a minute.” They tee up a candid health conversation and
a new podcast announcement.
01:30 – Health Meets Wealth (Chapter
call-back)
Bill frames the pause through the lens of the book’s “health meets
wealth” theme.
01:39 – Pete’s health journey (early
detection)
A year-long series of tests escalates from “yellow flag” to “red
flags.” Diagnosis: prostate cancer, caught early. Pete opts for
surgery (early May), good recovery, and gratitude for proactive
care and skilled medical teams.
03:18 – Bill’s parallel
path
Family history heightens vigilance. Bill tracks PSA trend
(delta) even while within “normal,” leading to MRI → biopsy.
04:34 – Valentine’s Day twist: both brothers end
up getting biopsies the same day—unknowingly.
04:45 – Diagnosis details &
options
Bill’s Gleason score is a bit lower; he explores alternatives
(incl. TULSA-PRO) and clinical trials comparing it
to standard surgery. Randomized to surgery; undergoes laparoscopic
removal at end of July. Two months post-op at recording—healing
well.
06:32 – The headspace & decision
process
Choosing among credible options; balancing personal values, family
impact, and medical clarity. Pete’s approach: execute step-by-step
(don’t over-project), while noting loved ones may process
differently.
10:24 – September
awareness
It’s Prostate Cancer Awareness Month; heightened
appreciation this year.
10:36 – Community support: Blue Ribbon
Soirée involvement becomes part of their ongoing advocacy.
10:51 – “Snakes on the
runway”
Bill’s milestone moments: heart scare at 50; prostate surgery at
60. The “snake in the grass” metaphor from the book—find it, step
over it, deal with it—and the humor (what happens at 70/80?).
11:35 – The big takeaway:
baselines
Be proactive: get baseline labs and track the
delta annually. You owe it to yourself and your tribe
(family, partners, employees). Tie-in to CYA360
themes: key-person health risk to a business.
12:54 – Bites & Insights + “Glimpse of
the Future”
At Horizon lunches, they use the handout to project yourself—and
your tribe—forward in 5-year increments. Planning for your
future self is easier when you visualize loved ones aging too.
15:28 – Cognitive risk in later
years
Stats awareness (e.g., dementia/Alzheimer’s prevalence in the 80s)
reminds listeners to pre-plan for wealth protection as cognition
can decline—even for once-meticulous stewards.
16:26 – Making the future “feel
real”
Bill’s example of projecting his daughter’s milestones to make
his future tangible (weddings, timing, costs).
17:16 – Time flies
59½ used to feel far away; now it’s in view or in the rear-view.
Keep thinking ahead; stay systematic about savings, investing, and
health check-ups.
18:02 – Programming note: Pete’s new
focus
This is Pete’s last regular Runway Decade episode for a while. He’s
leaning into exit planning (CEPA) with a new
podcast: The Confident Exit.
18:29 – Why exit planning
now
Background: client exits, Horizon’s own acquisitions, and a
maturing ecosystem (valuation, legal, tax). Show format returns to
guests—experts surrounding business owners.
20:08 – Where to find it
HorizonFG.com → Business Exit Planning page;
podcast hosted there and on Apple/Libsyn. Three episodes recorded
and rolling out.
20:34 – The niche
Just like Runway Decade targets 50-somethings, The Confident Exit
targets owners with most of their wealth locked in one illiquid
asset—the business. Goal: help monetize and design “what’s
next.”
21:36 – Wrap & contacts
Bill: bbush@horizonfg.com,
RunwayDecade.com contact box, or
HorizonFG.com.
Pete: pbush@horizonfg.com; follow his
exit-planning articles and podcast clips on
LinkedIn and Horizon’s site. Safe travels &
sign-off.
Key Takeaways
Pull Quotes / Sound Bites
Resources & Links
Disclosure
The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisors LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.
Bill Bush, Andy Bush, and Pete Bush are registered representatives offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer, and registered investment advisor. Cetera is under separate ownership from any other named entity.
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