Navigating Retirement Planning for Entrepreneurs episode artwork

EPISODE · May 20, 2025 · 52 MIN

Navigating Retirement Planning for Entrepreneurs

from Hustle-Free Entrepreneur · host Jese Gary

Send us Fan MailIn this episode of The Hustle Free Entrepreneur Podcast, host Jese Lewing Gary is joined by financial strategist Leonard Poteat Jr. to discuss retirement planning for entrepreneurs. They uncover small business owners' common retirement mistakes and how to shift their mindset to prioritize long-term retirement goals. Leonard shares practical strategies for budgeting, choosing the right retirement savings accounts, and working with a financial planner. If you're a business owner unsure where to start or feel behind, this episode will help you take the first step toward a more secure financial future. What You’ll Learn: Why financial literacy is key for business ownersHow to treat savings as a business expenseRetirement plan options for entrepreneurs (SEP IRA, Solo 401(k), etc.)The mindset shift from hustle to financial stabilityThe importance of tax strategy and diversificationHow to automate your savings for consistencyReal-life success stories from entrepreneurs Connect with Leonard Poteat Jr.:🔗 Financial Workbook - https://www.larrypoteatjr.com/shop🔗 Services:1 on 1 Financial Sessions- Financial Reset Bootcamp- Financial Transformation Package- Financial Freedom Partnership📌 Resources Mentioned:🔗 How to Master Vendor Management with HoneyBook - https://chipper-creator-3415.kit.com/9d4bbad380 Let’s connect!Follow Jese on Instagram: @greeneyedambitionLearn more about back-office success for event businesses: greeneyedambition.com  Don’t forget to subscribe and leave a review if this episode gave you clarity around your retirement goals!🎙 Thanks for tuning in to the Hustle Free Entrepreneur Podcast!If you enjoyed this episode, don’t forget to: ✅ Subscribe so you never miss an update ✅ Leave a review—it helps us reach more entrepreneurs like you! ✅ Share this episode with a fellow business owner who needs it🚀 Ready to streamline your business and ditch the hustle? Grab my free resources at https://stan.store/greeneyedambition.📲 Let’s Connect! 📌 Instagram: @greeneyedambition 📌 Website: greeneyedambition.comUntil next time, keep building smarter—not harder! 

Episode metadata supplied by the publisher feed · Published May 20, 2025

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Send us Fan Mail In this episode of The Hustle Free Entrepreneur Podcast, host Jese Lewing Gary is joined by financial strategist Leonard Poteat Jr. to discuss retirement planning for entrepreneurs. They uncover small business owners' common retirement mistakes and how to shift their mindset to prioritize long-term retirement goals. Leonard shares practical strategies for budgeting, choosing the right retirement savings accounts, and working with a financial planner. If you're a busine...

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Navigating Retirement Planning for Entrepreneurs

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