Retirement Plans For Small Business Owners

We dive into two great topics in this episode — in our first segment, we speak with Jean Smart, CEO of Penelope, a fast-rising platform that makes 401Ks accessible for small business owners. 

In our second segment, we speak with Shaun G. Bull, CEO of Enterprise Consultants Group in Los Angeles, California, about tax resolution and how he has come to the aid of small business owners dealing with tax debt. 

SEGMENT #1

We discuss Penelope's mission to make 401Ks accessible to small businesses and entrepreneurs with Jean Smart from Penelope. Jean shares insights from her extensive financial services background and how her experiences during COVID-19 inspired Penelope's inception. We talk about Penelope's solutions to common challenges faced by small businesses, such as budget constraints and benefits administration complexity. Additionally, we get into Penelope's commitment to supporting women and minority business owners, offering multilingual resources and user-friendly, cost-effective retirement planning tools.

SEGMENT #2 (Begins at 24:00)

Small Business Tax Troubles, Meet Your Solution  

In this enlightening interview, Shaun Bull, founder of Enterprise Consultants Group, discusses the crucial role of tax resolution specialists in aiding small business owners. Shaun emphasizes the importance of proactively managing taxes to avoid financial pitfalls, citing common mistakes such as divorce-related issues and the absence of a reliable accountant.

For any resources mentioned on the show today, visit our show notes over at experian.com/smbmatters. 
 
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