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Small Business Planning and the Purpose of Money

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Manage episode 392068071 series 2366549
Content provided by Matt Hausman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Hausman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - info@smartmoneyquestions.com

Set up a time to talk – http://SpeakWithMatt.com

Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/

  continue reading

203 episodes

Artwork
iconShare
 
Manage episode 392068071 series 2366549
Content provided by Matt Hausman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Hausman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - info@smartmoneyquestions.com

Set up a time to talk – http://SpeakWithMatt.com

Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/

  continue reading

203 episodes

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