From Finance to Sushi and Back

Join me as I talk with John Stoj of Verbatim Financial about his journey from money management to sushi business to comprehensive financial planner and why he believes business owners should start with an exit plan when considering a business opportunity and what you should know to protect yourself and your family financially as a business owner.

After working through the crucible of the 2008/9 financial crisis, John Stoj decided to take a page from Monty Python... “And Now for Something Completely Different.” In 2010 he opened Rold Rite Sushi, a wholesaler of fresh sushi & other Asian foods to the trade. He grew the business until he sold it in 2015 to take on the most important job of his life to date, as a stay at home dad.

When his son entered school, he felt the pull of a return to finance. This time, it combined with a desire to help people that he had learned by working in food. Foodservice workers generally want to make people feel better through food. John wants to share knowledge and wisdom that can help folks better prepare for the future. He wants his clients to feel better about their future because they have a plan for it.

Books we discussed:

The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns by John C. Bogle

The Simple Path to Wealth: Your road map to financial independence and a rich, free life by J L Collins Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns by John C. Bogle

Walt Disney: The Triumph of the American Imagination by Neal Gabler