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Caffeine And Cash Flow with Michael Schulte

Welcome to the Saving The American Dream Podcast with Financial Advisor Michael Schulte of WestPac Wealth Partners. Are taxes, market volatility, inflation and other risks threatening your pursuit of the American Dream? If you need help planning how to tackle these financial headwinds, then this is the show for you!

With pensions disappearing, the American Dream is harder than ever to achieve. We're on our own to successfully plan for our financial futures. That's why it's so important to make wise decisions with your financial plan and as you get older those decisions become more and more critical.

New episodes bi-weekly. Visit our website for show notes, resources, more information and to contact Michael at SavingTheAmericanDreamPodcast.com. Or call 702-767-4897.

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  2. Ep 18: Retirement Planning for Business Owners

Ep 18: Retirement Planning for Business Owners

Oct 22, 2021

This year has been pretty rough for business owners. The pandemic has not only affected profits, but also owners’ retirement plans. Find out what advice we have for business owners who are struggling with how to handle retirement.

 

Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/?p=217&preview=true 

 

What we discuss in this episode: 

2:43 – Mailbag question about retirement

6:57 – Sell business or retain ownership?

9:34 – Remaining an owner

12:26 – Retaining key employees

18:53 – Third party ownership