Business Planning

Ep 074: Do You Have a Succession Plan in Place for Your Business?

Do you have a succession plan in place for your business?
- What's keeping you from creating a financial plan?
- Strategies to ensure that your business income is recession proof
- Curve balls: What happens if you become disabled?
- Ready to sell? Steps to take to creating a legacy for your company
- Should you leave your beloved company to a family member?
- What legal documents do you need to ensure and protect you?

Ep 065: Mid-Year Financial Plan Review

The power of a mid-year review of your financial plan:
- Tips to staying on track in an emergency
- What retirement plans does your employer offer, and are you contributing enough?
- The power of automation: Pay yourself first
- Tools and Techniques for business owners
- Insurance: Tips to recognizing questions you need to ask your agent

Ep 056: Are You Ready to Retire?

Retirement strategies for business owners:
- The importance of paying yourself first
- Scare tactics scammers uses to steal your tax return, and things the IRS will NEVER do
- Retirement planning tools to consider
- Are all your eggs in one basket?
- Does your business retire when you do?  The importance of a succession plan

Ep 050: Buy a Home or Save for Retirement?

Financial decisions to change your future: Buy a home or save for retirement?:
- Are you prepared for the financial commitment of owning a home?
- Fork in the road: High ticket interest, versus interest earned on savings
- The huge impact of missing just one year of savings
- Learning the art of delayed gratification
- Unique ways to teaching your kids how to save
- The building of an entrepreneur!