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.
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.
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 Fellows Welcome Heather Ryan to The Retiring Entrepreneur Podcast! We’re excited to have you here today. Heather Ryan Well, thank you for having me. I’m excited to be here. Brett Fellows Oh, yes. Well, you and I have known one another for a long time now. And I appreciate all the work that you …
Episode 39 Transcript: Maximizing Your Employee Benefit Selections with Heather Ryan Read More »
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 Fellows: Craig Goldslager, thank you for your time today on The Retiring Entrepreneur Podcast. We’re excited to have you. Craig Goldslager: Hi Brett, thanks so much for having me. Brett Fellows: Well, I am really excited to have you today. Because I think unique to our guests so far on this podcast, you offer …
Episode 38 Transcript: Defining Your Niche Is the Key to Success with Craig Goldslager Read More »
Brett interviews Stephanie McCullough, founder and CEO of Sofia Financial, an independent financial planning firm based in Berwyn, Pennsylvania.
Brett interviews Geison Moura, former professional footballer and founder of Stimulus Athletic, a Minneapolis-based sportswear supplier offering custom-made uniforms at affordable prices.
Geison Moura is the founder of Stimulus Athletic, a Minneapolis-based sportswear supplier offering custom-made uniforms at affordable prices.
