EPISODE · Jun 11, 2025 · 32 MIN
Financial Planning for Small Business Owners Part II with Joe Trave
from Financial Planning Explained · host financialplanningexplained
On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Joe Trave. Joe is the owner and CEO at Village Handcrafted Cabinetry. This is part two of a two-part series on financial planning for small business owners. In this episode, Joe and Mike talk about investment planning for your business, return on investment, automation in small business, as well as retirement and legacy planning. This is a great episode for business owners of any size business. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
What this episode covers
On this week's episode of Financial Planning: Explained, host Michael Menninger, CFP is joined again by Joe Trave. Joe is the owner and CEO at Village Handcrafted Cabinetry. This is part two of a two-part series on financial planning for small business owners. In this episode, Joe and Mike talk about investment planning for your business, return on investment, automation in small business, as well as retirement and legacy planning. This is a great episode for business owners of any size business. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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Financial Planning for Small Business Owners Part II with Joe Trave
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