• Plan for the Future: Why Business Owners Need More Than Just a Sale – Featuring Jackson Wood

  • Dec 24 2024
  • Length: 24 mins
  • Podcast

Plan for the Future: Why Business Owners Need More Than Just a Sale – Featuring Jackson Wood

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  • Summary

  • In this episode, we dive into the critical topic of retirement planning for business owners. Many entrepreneurs assume their business sale will fund their golden years, but the reality is that only 30% of businesses actually sell.

    I’m joined by Jackson Wood, who’s a portfolio manager and wealth advisor for Freedom Day Solutions, an independent financial planning firm specializing in helping entrepreneurs. Jackson explains why it's essential to set aside funds for retirement outside of your business and how to structure your finances to ensure long-term security.

    You'll also learn why showing a profit on your company books is crucial—not just for boosting your social security benefits but also for maximizing the value of a potential sale. If you're a business owner looking to secure your financial future, this episode is packed with actionable insights you won't want to miss!

    Join host Spencer Ward for this in-depth discussion about how to retire when you’re the owner.

    If you are feeling the love, make sure to subscribe, rate, and review on iTunes, Spotify, YouTube, or wherever you are!!

    If you'd like to be featured on an episode go to theidahobusinesspodcast.com to APPLY!

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