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.
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 a powerful retirement savings tool that can help you prepare for rising healthcare costs in retirement: HSAs.
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.
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 …
Brett interviews Andre Berenzon, owner of Park West Fitness, a state-of-the-art, multi-sport facility headquartered in Mount Pleasant, South Carolina.
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 …
Episode 17 Transcript: Focus on Your Mission, and the Money Will Follow Read More »
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.
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 …
Episode 15 Transcript: CPA Nikki Hinske Shares Her Tips for Long-Term Financial Success Read More »
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.
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 …
Episode 12 Transcript: How to Turn Your Passion into Profit with Jenny Whittle Read More »
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.
Brett takes a deep dive into the seven steps every business owner must take to successfully exit your business.