Retirement for Small Business Owners

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Retirement for Small Business Owners

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Summary

What happens when your retirement plan isn’t a neatly packaged 401k, but the business you built from scratch? This episode dives into the unique twists and emotional turns small business owners face as they approach retirement—covering everything from customized retirement savings options to the critical need for an exit strategy. You'll hear candid insights into the pitfalls of underestimating business value, the realities of switching from paycheck to income stream, and the simple mistake that could upend decades of hard work. The journey to retirement can look very different when you’re the boss, but the answers may surprise you.

Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vincent Group Financial Services based in Smiths Grove, Kentucky. Robert addresses topics concerning retirement planning, and ways it can be tailored to help suit the needs of a particular individual or couple.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

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