Post-Tax Season Money Moves: Proactive Strategies to Reduce Next Year’s Tax Bill
If you were caught off guard by your tax burden this year, now can be a great time to take steps to proactively reduce next year’s tax bill.
retirement planning
How Will the Future of Social Security Affect Your Retirement Plan?
April is National Social Security Month. With the future of Social Security in question, financial planning will become increasingly important for those seeking a secure retirement.
Episode 43: Can I-Bonds Help Business Owners Fight Inflation?
In this episode, Brett shares why I-Bonds may be an effective investment opportunity for business owners who want to outpace inflation.
Episode 42: How Much Do You Really Need to Save for Retirement?
Brett shares his rules of thumb for determining how much to save for retirement at any age based on your future lifestyle goals.
5 Estate Planning Moves to Make Before Selling Your Small Business
It’s crucial as a business owner to identify opportunities and minimize risks when selling your small business. In this article, we’re sharing five estate planning tips for business owners to consider before exiting your small business.
Episode 41: Discounted Roth Conversions: Using a Down Market to Your Advantage
Discounted Roth conversions in a down market can be beneficial. But to make sense, the potential benefits must outweigh the cost.
4 Reasons Business Owners Need a Personal Financial Plan
Failing to separate your business from your personal assets can be problematic in the long run. In this article, we’re sharing four reasons why business owners need a personal financial plan.
Episode 39: Maximizing Your Employee Benefit Selections with Heather Ryan
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.
Episode 39 Transcript: Maximizing Your Employee Benefit Selections with Heather Ryan
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 …
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Episode 38: Defining Your Niche Is the Key to Success with Craig Goldslager
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.
Episode 38 Transcript: Defining Your Niche Is the Key to Success with Craig Goldslager
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 …
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5 Habits That Can Help You Retire a Millionaire
These five habits can help you retire a millionaire without relying on proceeds from the sale of your business to fund your retirement.