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RETIREMENT TIPS WITH LEE KANTOR

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Archived series ("Inactive feed" status)

When? This feed was archived on August 24, 2023 21:27 (1y ago). Last successful fetch was on January 23, 2023 10:06 (1+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 273734785 series 2087521
Content provided by Wealth Curve Talk with John L. Smallwood. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wealth Curve Talk with John L. Smallwood 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.

John Smallwood on Retirement Tips Radio

This episode was drawn from John’s appearance on Retirement Tips Radio with Lee Kantor, a product of RadioX. John and Lee’s conversation was aimed at helping entrepreneurs prepare for retirement—even if it’s a long way off.

John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It. He has lectured extensively on financial planning and is a recipient of the Five StarSM Wealth Manager Award.

Don’t miss John’s retirement tips:

  • You can structure your business in such a way now that maximizes its value. As a result, by the time you sell, you can have a reliable source of retirement income.
  • A good financial plan for your business shores up leaks that arise from improperly structured business agreements, missing business tax breaks, and disorganized insurance policies.

Plus:

  • Making sure your partnership agreements keep all parties contributing their fair share is also crucial to your business’s financial health.
  • Another area to scrutinize is personal guarantees for business contracts, which put your personal finances at risk.
  • Creating separate personal and business financial plans can help keep your personal and business finances healthy. It also prepares them for future changes. In addition, it positions them to provide you with the retirement income you will one day need.

For more, listen here. Then download our up-to-the minute guide, Eight Steps of Financial Success, which brings together everything we want to achieve in the financial planning process. These steps can be applied to both your personal plan and your business plan.

You’ll find many other great resources on our website, such as 19 Sources of Retirement Income, which offers ways to increase your existing retirement income. You’ll also see links to my books, It’s Your Wealth, Keep It (my newest publication) and 5 Ways Your Wealth is Under Attack.

If you are new to Smallwood Wealth, schedule a Wealth Curve Conversation by clicking this link.

You can also connect with us on social media, or call us at (800) 797-1000. Set up a free, no-obligation 30-minute phone call with a qualified advisor. Let’s discuss your business’s financial plan as well as your personal retirement plan.

The post RETIREMENT TIPS WITH LEE KANTOR appeared first on Smallwood Wealth Management.

  continue reading

49 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on August 24, 2023 21:27 (1y ago). Last successful fetch was on January 23, 2023 10:06 (1+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 273734785 series 2087521
Content provided by Wealth Curve Talk with John L. Smallwood. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wealth Curve Talk with John L. Smallwood 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.

John Smallwood on Retirement Tips Radio

This episode was drawn from John’s appearance on Retirement Tips Radio with Lee Kantor, a product of RadioX. John and Lee’s conversation was aimed at helping entrepreneurs prepare for retirement—even if it’s a long way off.

John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It. He has lectured extensively on financial planning and is a recipient of the Five StarSM Wealth Manager Award.

Don’t miss John’s retirement tips:

  • You can structure your business in such a way now that maximizes its value. As a result, by the time you sell, you can have a reliable source of retirement income.
  • A good financial plan for your business shores up leaks that arise from improperly structured business agreements, missing business tax breaks, and disorganized insurance policies.

Plus:

  • Making sure your partnership agreements keep all parties contributing their fair share is also crucial to your business’s financial health.
  • Another area to scrutinize is personal guarantees for business contracts, which put your personal finances at risk.
  • Creating separate personal and business financial plans can help keep your personal and business finances healthy. It also prepares them for future changes. In addition, it positions them to provide you with the retirement income you will one day need.

For more, listen here. Then download our up-to-the minute guide, Eight Steps of Financial Success, which brings together everything we want to achieve in the financial planning process. These steps can be applied to both your personal plan and your business plan.

You’ll find many other great resources on our website, such as 19 Sources of Retirement Income, which offers ways to increase your existing retirement income. You’ll also see links to my books, It’s Your Wealth, Keep It (my newest publication) and 5 Ways Your Wealth is Under Attack.

If you are new to Smallwood Wealth, schedule a Wealth Curve Conversation by clicking this link.

You can also connect with us on social media, or call us at (800) 797-1000. Set up a free, no-obligation 30-minute phone call with a qualified advisor. Let’s discuss your business’s financial plan as well as your personal retirement plan.

The post RETIREMENT TIPS WITH LEE KANTOR appeared first on Smallwood Wealth Management.

  continue reading

49 episodes

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