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Mastering Wealth Transfer for Business Owners

EPISODE · Feb 21, 2026 · 54 MIN

Mastering Wealth Transfer for Business Owners

from Money Made Modern with Sheridan Murphy · host Modern Wealth Methods

This episode of Money Made Modern focuses on the unique challenges faced by high net worth business owners, including the importance of diversifying business concentration, optimizing taxes, and planning for retirement and wealth transfer. Sheridan Murphy discusses various strategies such as S-Corp optimization, maximizing retirement contributions, and utilizing trusts for effective estate planning. The conversation emphasizes the need for proactive planning and working with financial professionals to ensure a smooth transition and protect the wealth built over years of hard work. If you would like more information Call Sheridan Murphy and his team 800-910-6286 or click here to visit our website. Retirement, Planning, 401K, Insurance, Annuity, 401k, IRA, Taxes, Healthcare, See omnystudio.com/listener for privacy information.

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Mastering Wealth Transfer for Business Owners

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