The Retiring Entrepreneur
An exit and retirement planning podcast for business owners
Go behind the scenes with CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planner™ Brett Fellows to hear stories of how leading entrepreneurs and business owners navigate the inevitable challenges that arise on the path to financial freedom. You’ll get insights from real business owners about how to break through to the next level in your business and retire on your terms.
To listen to The Retiring Entrepreneur Podcast, subscribe wherever you listen to podcasts. You can also check out the latest episodes below.
Recent Episodes
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.
Episode 7: How Small Business Owners Pay Themselves
In this episode, Brett discusses how your choice of business structure affects the mechanics of how you’re paid as a small business owner–and the pros and cons of each scenario.
Episode 6: Structuring Your Business for a Tax-Efficient Sale
Brett explains why structuring your business as a C-Corp can be a double-edged sword when it comes to paying taxes–and why you may want to weigh the pros and cons of converting to an S-Corp if you plan to sell your business one day.
Episode 5: Leaving Your Business Is Inevitable
Brett discusses the importance of designing and implementing an exit plan for your business and shares his seven-step exit planning process.
Episode 4: 7 Exit Strategies For Charleston Entrepreneurs
Brett shares the seven exit paths entrepreneurs have when it comes to stepping away from your business in preparation for retirement.
Episode 3: Tracking Your Spending For A Successful Retirement
In this episode, Brett discusses why developing the simple habit of tracking your spending is one of the most important things you can do to prepare for retirement. In addition, you’ll find out what to track (and what not to track) when it comes to personal spending, how long you need to track your spending to see a reliable trend, and how to get started if you’ve never tracked your spending before.
Take the guess-work out of your retirement plan.
Start your journey with a complimentary financial assessment to evaluate your retirement readiness.