Click The Play Button To Listen Now:
Subscribe On Your Favorite App:
Episode Show Notes:
It’s easy for business owners to get so focused on their work that they overlook some of the long-term planning areas that need to be addressed. Today we want to highlight a few of the items that need your attention and explain why it’s necessary to have a sense of urgency with these things.
Listen in as we Craig shares guidance on how to work towards a stable financial future, whether you’re drawing from a 401(k) or navigating the timing of social security benefits. For entrepreneurs, we chart a course through the intricacies of business succession and retirement fund management, two big challenges for business owners. With insights into pensions, tax implications, and finding purpose beyond the professional helm, having a sense of urgency to address these things will help you move closer to a secure and rewarding life after work.
Here’s some of what we discuss in this episode:
- Business owners need to be thinking about the what ifs for their business.
- Why you need to prioritize having an emergency fund built for 3-6 months of expenses.
- How should you handle an early buyout offer?
- Have you thought about life after working and have you started planning?
- Different challenges that come with succession planning for your business.
Other Resources:
Click here for more podcast episodes.
Call 336-448-1086 for a complimentary financial review.
Ask Craig & Jennifer a question by emailing: info@maestrowealth.com
