Business is going well, you’re growing and bringing in enough income that you’re looking into saving some of it for retirement. But what’s the best strategy to achieve your retirement goals?
What’s the best option to invest in based on your financial situation?
What’s the process of opening that type of retirement account?
Where do taxes fit into all of this?
Do you have the time and energy to manage my business AND plan for your retirement?
Taxes, retirement savings, and attracting and retaining top talent are the three top concerns for business owners and Jeff and Judy Snyder of Homestretch Financial join us to discuss how all three tie into planning for retirement.
We’ll also be discussing the common misconceptions about retirement and taxes when it comes to your business.
26 years of living the corporate “dream” as a career sales and marketing executive in medical capital equipment led me to realize I was a P.O.W. – a prisoner of work. Overwhelm, exhaustion, stress, and deadlines loomed large until I woke up one day and realized there had to be something more for me. A place in the world where I could use my talents and passions to design my future – AND still have time to play!
For the first 40 years of my life, I followed my father’s advice…It was a simple formula: Good Grades + Big Stable Company + Hard Work x Years = Results + Rewards + Security + Retirement I executed the plan religiously for years… until my father passed away unexpectedly. In that instant, I was thrust into the role of managing my mother’s financial future. People called me crazy, but I wasn’t interested in high-risk models or in paying the big fees associated with the traditional stock market. (I thought they were crazy for assuming all that risk!) My metamorphosis from student to teacher continued in the form of a new opportunity as a manager for a national insurance company focused on retirement planning. I’m committed to lifelong learning about concepts and strategies that contribute to your financial Freedom Day and have been given the opportunity to teach these principals in classrooms across the country and now in on-line education courses. Since opening our doors in 1998, I’ve not only uncovered the secrets of successful wealth building; I’ve developed a proprietary approach to financial freedom. Whether you are starting with a couple hundred dollars or millions, our approach can work for you!