2022 Year-End Financial Planning Checklist
With the new year approaching, consider checking these financial to-dos off your year-end financial planning checklist before it’s too late.
tax planning
Episode 46: 3 Financial Best Practices For Small Business Owners
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.
7 End-of-Year Tax Planning Tips for Small Business Owners
To avoid overpaying Uncle Sam and preserve more of your hard-earned income, consider these end-of-year tax planning tips for 2022.
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.
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.
Choosing the Right Self-Employed Retirement Account
If you need to select a self-employed retirement account, this guide can help you decide which option is right for you.
Episode 32: How to Maximize Profits While Working Fewer Hours with Matt Hudgins
In this episode, Brett interviews Matt Hudgins. As a financial business coach and co-founder of the ProfitabilityMD Podcast, Matt helps business owners grow revenue, increase cash flow, eliminate taxes, and prepare to “Retire IN” their business and free up more valuable time.
How to Set Up a 401(k) Plan for Your Small Business
Setting up a small business 401k plan can be a great way to attract and retain key employees. These steps can help you get started.
Episode 29: Tax Planning Strategies for Turbulent Times Part 3
In Part 3 of this three-part series, Brett shares several tax planning opportunities and challenges business owners are likely to encounter throughout their lifetimes.
Episode 28: Tax Planning Strategies for Turbulent Times Part 2
In Part 2 of this three-part series, Brett shares best practices for tax-efficient investing.