EPISODE · Sep 5, 2025 · 21 MIN
Ep 36 - Small Business Retirement Plans
from Playbook of the Wealthy · host Playbook of the Wealthy
Heather Townsend and Retirement Matters discuss various retirement plans available for business owners, including Solo 401k, SEP IRA, and defined benefit plans. They explore the advantages and disadvantages of each plan, emphasizing the importance of understanding tax implications and the role of financial advisors. The conversation also highlights real-life applications and personal experiences with retirement planning, aiming to provide listeners with practical insights and strategies for effective financial planning.
What this episode covers
Heather Townsend and Retirement Matters discuss various retirement plans available for business owners, including Solo 401k, SEP IRA, and defined benefit plans. They explore the advantages and disadvantages of each plan, emphasizing the importance of understanding tax implications and the role of financial advisors. The conversation also highlights real-life applications and personal experiences with retirement planning, aiming to provide listeners with practical insights and strategies for effective financial planning.
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Ep 36 - Small Business Retirement Plans
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