The Wealth Happiness Plan Podcast

The Wealth Happiness Plan Podcast is a Birmingham-based podcast series offering guidance to UK business owners and professionals. We help individuals transition from leading their companies to designing fulfilling lives after exit, focusing on financial security, purpose, health, and connection. Our approach centers on the 60/40 rule – balancing commercial impact with purpose-driven joy. We provide a framework for reducing regret and building a life that feels successful, not just financially secure. Exit planning, retirement planning, and wealth happiness plans are at the core of our services. We’re committed to helping you navigate the complexities of life after business, ensuring your wealth supports the life you truly want.

The Wealth Happiness Plan Podcast addresses the common issue of regret experienced by business owners after selling their companies. Many entrepreneurs find themselves struggling with identity loss and anxiety, despite achieving financial success. We offer a practical solution – a 5-pillar framework encompassing financial security, purpose, health, connection, and regret minimization. This framework helps listeners proactively design a life that aligns with their values and long-term goals. B.D. Dalton II, the host, is a wealth advisor and author with over 25 years of experience guiding business owners through their most important transitions.

Our services include the Wealth Happiness Assessment, a 5-pillar deep dive to identify gaps before they become regrets, and the 24-Month Test-Drive Pilot, a 90-day sprint to test board roles, mentoring, and hobbies. We also offer the Rewire Roadmap, a 60/40 design for lazy overachievers. We’ve helped over 5,000 students on Udemy and have guided 100+ HNW exits.