Planning Retirement For Small Business Owners

Are you thinking about retirement? As a business owner, if you’re not, you should be. This week, Dr. Preston Cherry is joined by Rickie Taylor to help business owners craft a retirement strategy that does double duty—fuelling your business growth while securing your retirement goals. Thanks to the SECURE Act 2.0, Dr. Cherry and Rickie Taylor dissect the potential of overlooked tax credits and deadlines that could transform the cost of setting up retirement plans from daunting to doable.From the solo entrepreneur to the traditional small business, Episode 34 equips listeners with the tools and best practices to achieve their vision of a financially secure future. Want to learn more? Connect with us below! Rickie Taylor on LinkedIn Dr. Preston D. Cherry on LinkedInDr. Preston D. Cherry’s Website Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.Our website: https://concurrentfp.comThe Financial Harmony™ Podcast is produced by Concurrent Wealth Management. Dr. Preston Cherry, CFP®, Ph.D., is the founder and a dollar-based flat-fee fiduciary financial advisor based in Houston. He works directly with high-income Gen X professionals and oil and gas executives on retirement, tax, and investment decisions through comprehensive financial planning and integrated investment management.Learn more at concurrentfp.com