Smart Money Questions

Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.

Why Business Owners Need an Exit Strategy

Posted on March 4th, 2021

Today we’re talking about business owners and retirement plans. Even if you’re not a business owner, there’s something you can learn from this.


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What we discuss on this episode: 

2:25 – Discussions with business owners

5:28 – Selling your business

8:04 – Your family situation

13:00 – The tax man cometh

14:05 – Question about Roth 401k

18:19 – Question about HSA

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