105: Retirement Planning for Small Business Owners with Drew Jones

02/20/24 • 30 min

Drew Jones, CFP®, AIF® has a passion in working with small business owners, helping them get their business to be as valuable as it can possibly be before facilitating an exit strategy. As Drew makes his third appearance on The Guided Retirement Show, he and Dean Barber will discuss what small business owners need to do when it comes to retirement planning.

In this podcast interview, you’ll learn:

The Challenges and Opportunities of Retirement Planning for Small Business Owners
Retirement Planning for Small Business Owners Is a Long Process
Key Retirement Planning Considerations for Small Business Owners
Your Business Is Your Biggest Asset If You’re a Small Business Owner

Meet with Us: https://modwm.com/meet-with-us/

Ask a Question: https://modwm.com/ask-a-question/

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/105

Learn More about Retirement Planning

Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

In this podcast interview, you’ll learn:

The Challenges and Opportunities of Retirement Planning for Small Business Owners
Retirement Planning for Small Business Owners Is a Long Process
Key Retirement Planning Considerations for Small Business Owners
Your Business Is Your Biggest Asset If You’re a Small Business Owner

Meet with Us: https://modwm.com/meet-with-us/

Ask a Question: https://modwm.com/ask-a-question/

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/105

Learn More about Retirement Planning

Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Previous Episode

104: ACA Subsidies: How Do You Qualify for Them? with Marty James

Making his third appearance on The Guided Retirement Show, Marty James, CPA, PFS joins Dean Barber to discuss how to qualify for Affordable Care Act subsidies. Qualifying for the Affordable Care Act subsidies can greatly reduce the cost of health insurance prior to becoming eligible for Medicare. Who doesn’t want that?! Marty and Dean are both excited to touch on this topic, so let’s see what they have to share.

In this podcast interview, you’ll learn:

Aspects of the Affordable Care Act That Can Help People Who Need Financial Assistance with Health Care
How Someone Who Has Accumulated A Lot of Money Can Benefit from Affordable Care Act Subsidies
Affordable Care Act Subsidies Before and After 2026
How to Utilize Roth IRAs and HSAs

Meet with Us: https://modwm.com/meet-with-us/

Ask a Question: https://modwm.com/ask-a-question/

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/104

Learn More about Retirement Planning

Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Next Episode

106: Planning to Retire on $10,000 a Month

Planning to Retire on $10,000 a Month Show Notes

How much do you think you need each month to spend in retirement? There are many factors that will go into determining that number. On this episode of The Guided Retirement Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to walk you through a case study that looks into how much money you would need to spend $10,000 net a month in retirement.

Before they get started, they want to make something very clear. Everyone isn’t going to want to spend $10,000 net a month in retirement. For some people, that will be way more than they need each month. For others, it might not be enough. And there might be some people that spending $10,000 net a month in retirement is just right. This is strictly an example that Chris and Logan will be going through to highlight the planning that’s needed to retire if you’re wanting to spend $10,000 net a month.

In this podcast interview, you’ll learn:

Key considerations for building a spending plan for retirement
Things to think about when claiming Social Security
Important tax considerations
How to interpret a Monte Carlo simulation

Meet with Us: https://modwm.com/meet-with-us/

Ask a Question: https://modwm.com/ask-a-question/

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/106

Learn More about Retirement Planning

Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com