The SECURE 2.0 Act stands out as a transformative piece of legislation for both current retirees and those approaching retirement.
The SECURE 2.0 Act and Your Retirement Plan: Navigating Upcoming Changes Read More »
As you approach your golden years, healthcare planning becomes increasingly important—and often more financially challenging. While traditional Medicare offers a basic level of coverage starting at age 65, it doesn’t cover everything.
The Complete Guide to Medicare, Medicare Advantage, and Medigap Read More »
For many people, financial freedom is within reach. However, it typically requires careful planning and discipline.
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.
Post-Tax Season Money Moves: Proactive Strategies to Reduce Next Year’s Tax Bill Read More »
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.
How Will the Future of Social Security Affect Your Retirement Plan? Read More »
In this episode, Brett shares why I-Bonds may be an effective investment opportunity for business owners who want to outpace inflation.
Episode 43: Can I-Bonds Help Business Owners Fight Inflation? Read More »
Brett shares his rules of thumb for determining how much to save for retirement at any age based on your future lifestyle goals.
Episode 42: How Much Do You Really Need to Save for Retirement? Read More »
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.
5 Estate Planning Moves to Make Before Selling Your Small Business Read More »
Discounted Roth conversions in a down market can be beneficial. But to make sense, the potential benefits must outweigh the cost.
Episode 41: Discounted Roth Conversions: Using a Down Market to Your Advantage Read More »
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.
4 Reasons Business Owners Need a Personal Financial Plan Read More »
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: Maximizing Your Employee Benefit Selections with Heather Ryan Read More »
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 »