When To Be Satisfied With A Limited Workforce - Ep. #295, Jeff Schwartz, Pacific Advisors

Exploring options to manage tax liabilities when moving company funds to personal retirement savings is crucial for financial planning. Additionally, understanding when to be satisfied with a limited workforce is a strategic consideration for business growth and efficiency. Jeff Schwartz's inquiries prompt a thoughtful reflection on financial management and staffing decisions in the business realm. Support small business owners, like you, celebrating BIG breakthroughs by supporting Small Business Celebration's Patreon page at: https://www.patreon.com/smallbusinesscelebration! As well as our sponsors for this episode: Mike Saba: https://msaba.watsonrealty.com, Scaffold Solutions Unlimited: https://scaffold-unlimited.com, and Planned Exits: https://www.plannedexits.com. 00:00 Introduction 00:52 From Men's Clothing To Financial Future 08:40 Retirement Without The Tax Liability 13:42 The Visioneer Game! 22:11 Do I Really Need More Than Two Employees? 27:02 Final Thoughts: "The Cheat Code That's Not Really A Cheat Code" 28:46 Dad Jokes / Credits Reach out to us at: https://smallbusinesscelebration.com Read our blog at: https://smallbusinesscelebration.com/blog Reach out to our guest at: https://www.kern-advisors.com #retirementplanning #taxoptimization #businessfinances #employeemanagement #financialstrategy #smallbusinessgrowth #wealthmanagement #taxefficientinvestments #entrepreneurtips #retirementsavings #smallbusinessinfluencer #smallbusinessnearme #smallbusiness #howtoopensmallbusiness #smallbusinessowner #makemybusinessbetter https://youtu.be/S8wDZtZ3cVg