Small Business Planning and the Purpose of Money

We’re coming down to the final few days of 2023 and we hope you have all enjoyed a good holiday season. As we close out the year, we wanted to go over a couple of client conversations we had recently dealing with small businesses and the power of money.

 

Here’s some of what we discuss in this episode:

• How should business owners balance saving for retirement and putting money back into the business?
• What are some consistent financial habits you can create as a business owner?
• Reviewing opportunities for Roth conversions.
• Managing an inheritance and how to pass it along to your children.  

 

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