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Retirement Exit Strategies for Business Owners

Retirement Exit Strategies for Business Owners



In this episode of Kelley's Bull Market News, Kelley Slaught discusses essential strategies for retirement planning, focusing on business succession, financial legacy, and income generation. She emphasizes the importance of having a clear exit strategy for business owners, getting one's financial house in order, and planning for long-term care. The conversation also covers the significance of creating a personalized income plan, addressing debt management, and the risks associated with holding cash. Listener questions provide further insights into practical retirement strategies.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

See omnystudio.com/listener for privacy information.


Published on 2 weeks ago






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