It’s natural to be skeptical about paying for financial advice. Still, there are circumstances that warrant delegating to a professional. Here are six times small business owners may need a financial advisor.
Though seller financing has its advantages, there are potential risks involved. Understanding the pros and cons of seller financing your small business sale can help you determine if it’s the right exit path for you.
Brett shares three financial best practices for small business owners–specifically, entrepreneurs who run a smaller business–to help you run a clean, efficient small business that is legal and well organized.
In this episode, Brett shares his insights into creating and interpreting your small business’s profit and loss statement.
Brett shares his thoughts on how to implement a profit-first mentality in your small business, so that you feel less overwhelmed and burned out and can ultimately help more people.
In this episode, Brett shares why I-Bonds may be an effective investment opportunity for business owners who want to outpace inflation.
Brett shares his rules of thumb for determining how much to save for retirement at any age based on your future lifestyle goals.
Discounted Roth conversions in a down market can be beneficial. But to make sense, the potential benefits must outweigh the cost.
In this episode, Brett shares three strategies that can help small business owners navigate inflation and continue to grow in spite of it.
In this episode, Brett interviews Heather Ryan. Heather is the founder of HG Ryan Benefits, a South Carolina-based consulting firm focused on helping local businesses navigate their employee benefit options.
Brett interviews Craig Goldslager, financial advisor and founder of Utterly Financial in West Palm Beach Florida. Craig created Utterly Financial to help Speech Language Pathologists and Private Practice Owners plan for an exceptional retirement.
Brett interviews Neelma Pyfrom, a life coach, life strategist, and founder of Living Lotus Life Coaching in Mount Pleasant, South Carolina.
