067: Top 5 Tips to Start a Business + How Tax Fallout Affects Your Retirement Plan with Athan Slotkin and Denny Artache

In this episode of Saving With Steve, host Steve Sexton is joined by serial entrepreneur and award-winning business plan strategist, Athan Slotkin, also known as “The Shadow CEO,” and Financial Retirement Planner, author, mentor, speaker, and musician, Denny Artache.

My first guest, #1 rated business plan strategist, Athan Slotkin, has helped countless businesses across the U.S. restructure their businesses and has successfully tested and launched multiple businesses, across industries. Today, he will be sharing his top 5 tips for how to start a new business, the importance of understanding the underlying numbers and dynamics in your business, and some of the biggest mistakes that CEOS make and how to avoid them.

My second guest, Denny Artache, is a Financial Retirement Planner, author, mentor, speaker, and entertainer. He joins us today to discuss what mistakes people should avoid making while awaiting the tax fallout, how sidestepping taxes could potentially lead to even greater losses in investment returns if a hasty, ill-informed decision is made, and what experts are advising their clients to do during these times of financial turmoil.

Athan Slotkin is a serial entrepreneur and award-winning business plan strategist. He’s successfully tested and launched multiple businesses, across industries.

Athan's rapid, iterative, heavily-analytical approach has been the key for over 700 new entrepreneurs in 2019 and 2020 alone, helping them package up their business with business plans, financial models and presentations, while teaching them how to become the stellar CEO they want to become along the way.

His work has been featured across, TV, radio, and conferences worldwide.

Athan has 15 years experience in strategy consulting, loyalty/rewards marketing, and has created several successful businesses.

He has consulted to numerous startups at various stages from pre-seed through Series D, and has a strong breadth of industry expertise having completed projects and built businesses in travel, financial services, real estate, retail, grocery, gas.

Athan has created rewards programs around the world and managed Membership Rewards partnerships at American Express as well as the Black, Platinum, and Gold Cards and developed a portfolio-wide strategy. He has his MBA from Yale University and his BA from Cornell University.


Denny Artache was the lead singer and lead guitarist for Iron Butterfly in the 90’s when he lived in Los Angeles.

He also recorded and toured with musicians from Three Dog Night and has played along with many famous acts like Mickey Dolenz and Davey Jones from The Monkees, Dennis Yost from The Classics four Rare Earth, Steppenwolf, Badfinger, Eric Burdon and The Animals, REO Speedwagon, Night Ranger, and many others.

Denny plays throughout south Florida in many venues with different line ups as The Denny Artache Band where he plays a variety of music from classic Rock, Sinatra Jazz, R&B, Blues, and Motown depending on the venue.

Denny is a proud US Army Soldier serving overseas.

Since 1994, he has been a Financial Retirement Planner helping families prepare for the unexpected. Since 2008, he has been helping teachers and mentoring students.

Denny is a District Partner for The Palm Beach School District where he contributes to the educational fund and holds multiple educational workshops for teachers and different people throughout the community.

He is a published author with a book out called Thoughts to Live By. Denny is a public speaker and mentor helping people live happy, successful, and financially independent lives. He speaks and entertains through‐out south Florida.