Life Money Balance® Podcast

Planning Retirement For Small Business Owners

March 19, 2024 Dr. Preston Cherry
Planning Retirement For Small Business Owners
Life Money Balance® Podcast
More Info
Life Money Balance® Podcast
Planning Retirement For Small Business Owners
Mar 19, 2024
Dr. Preston Cherry

Are you thinking about retirement? As a business owner, if you’re not, you should be. This week, Dr. Preston Cherry is joined by Rickie Taylor to help business owners craft a retirement strategy that does double duty—fuelling your business growth while securing your retirement goals. Thanks to the SECURE Act 2.0, Dr. Cherry and Rickie Taylor dissect the potential of overlooked tax credits and deadlines that could transform the cost of setting up retirement plans from daunting to doable.

From the solo entrepreneur to the traditional small business, Episode 34 equips listeners with the tools and best practices to achieve their vision of a financially secure future. 

Want to learn more? Connect with us below! 

Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.

Our website: https://concurrentfp.com


Show Notes

Are you thinking about retirement? As a business owner, if you’re not, you should be. This week, Dr. Preston Cherry is joined by Rickie Taylor to help business owners craft a retirement strategy that does double duty—fuelling your business growth while securing your retirement goals. Thanks to the SECURE Act 2.0, Dr. Cherry and Rickie Taylor dissect the potential of overlooked tax credits and deadlines that could transform the cost of setting up retirement plans from daunting to doable.

From the solo entrepreneur to the traditional small business, Episode 34 equips listeners with the tools and best practices to achieve their vision of a financially secure future. 

Want to learn more? Connect with us below! 

Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.

Our website: https://concurrentfp.com