
Business Owner: Phase 1
06/27/22 • 32 min
Are you a business owner, thinking of opening up a business or know someone who owns a business?? Odds are one of the three apply to you!
Join Nolan, Jesse and Katy as they discuss opening and owning a business. They bring up key points such as the business structure, business credit and questions to ask yourself to see if you're ready to make the jump to #selfemployed. This is the first episode of a THREE part series detailing business ownership.
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.
Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/
Are you a business owner, thinking of opening up a business or know someone who owns a business?? Odds are one of the three apply to you!
Join Nolan, Jesse and Katy as they discuss opening and owning a business. They bring up key points such as the business structure, business credit and questions to ask yourself to see if you're ready to make the jump to #selfemployed. This is the first episode of a THREE part series detailing business ownership.
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.
Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/
Previous Episode

Suite of Estate Planning
Join Nolan, Jesse and Katy as they discuss the recommended estate planning documents everyone should have. The krewe explains the documents from a financial advisor's perspective and how these documents are helpful to have on file.
BONUS, the krewe answers a question they received from a listener!
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.
Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/
Next Episode

Business Owner: Phase 2
The krewe continues on with their business owner workshop. This episode they discuss tax/bookkeeping, human resources and insurance. These are key topics any business owner needs to think of and have an action plan for how to handle!
Tax/bookkeeping - is this something you should keep in house or possibly outsource to a professional?
Human Resources - the complexity that human resources can be and if it's worth contracting with an agency.
Insurance - does insurance have to be offered? What types of insurance is standard with small businesses?
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.
Music by:
Still Pickin by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/5707-still-pickin
License: http://creativecommons.org/licenses/by/4.0/
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