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.
Retirement
Episode 31: HSAs: The Holy Grail of Retirement Savings Accounts
In this episode, Brett shares a powerful retirement savings tool that can help you prepare for rising healthcare costs in retirement: HSAs.
Episode 20: End-of-Year Tax Planning Tips for Small Business Owners
Before the holiday season sets in and we begin a new year with new rules, don’t forget to take advantage of the opportunity to reduce your 2021 tax bill.
Episode 19 Transcript: A Corporate Veteran Turned Restauranteur Reveals His Secrets to Success
Brett Fellows Torrey Glass. Welcome to The Retiring Entrepreneur Podcast. Torrey Glass Well, thank you. It’s a pleasure to be here. Brett Fellows I am very excited to have you on today. As we were just saying, talking before the show, we’re longtime friends, maybe even family, we’re not sure. But I have known you …
Episode 17: Focus on Your Mission, and the Money Will Follow with Andre Berenzon
Brett interviews Andre Berenzon, owner of Park West Fitness, a state-of-the-art, multi-sport facility headquartered in Mount Pleasant, South Carolina.
Episode 17 Transcript: Focus on Your Mission, and the Money Will Follow
Brett Fellows Andre Berenzon, welcome to The Retiring Entrepreneur Podcast. I’m happy to have you here today. Andre Berenzon I am happy to be here, Brett. Thanks for inviting me. Brett Fellows Well, absolutely, and I’m excited to have you here because you are by many means one of the truest entrepreneurs. I know I can probably say …
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Episode 15: CPA Nikki Hinske Shares Her Tips for Long-Term Financial Success
Brett interviews Nikki Hinske, co-founder of Hinske & Clarey, a CPA firm based in Charleston, South Carolina. As a CPA and business owner, Nikki provides valuable advice and resources for small to mid-size businesses within a variety of industries.
Episode 15 Transcript: CPA Nikki Hinske Shares Her Tips for Long-Term Financial Success
Brett Fellows Welcome Nikki Hinske to The Retiring Entrepreneur Podcast. I am very excited to have you here today, my friend. Nikki Hinske It’s good to be with you. Brett Fellows Absolutely. Why I wanted to have you on is I’m so appreciative of what it is that you do. You are co-owner of Hinske …
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Episode 12: How to Turn Your Passion Into Profit with Jenny Whittle
Brett interviews Jenny Whittle, owner of College Planners of South Carolina, an education consulting firm that specializes in helping students and families manage and navigate the college enrollment process.
Episode 12 Transcript: How to Turn Your Passion into Profit with Jenny Whittle
Brett Welcome, Jenny Whittle, to The Retiring Entrepreneur Podcast. Thank you for being here today. Jenny Thank you for inviting me. Brett Well, I was excited to invite you because I was first and foremost a client of yours and had a wonderful experience, so that always rings true to me. But I loved your …
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How to Value a Niche Business
Valuing a publicly traded company is easy; you simply multiply the company’s stock price by the number of shares outstanding. Unfortunately, determining the value of a privately owned business isn’t always so transparent. And if you operate a niche business, the valuation process can be even more complex.
Episode 8: Seven Steps to Take Before Exiting Your Business
Brett takes a deep dive into the seven steps every business owner must take to successfully exit your business.