EPISODE #076

RETIREMENT TIPS WITH LEE KANTOR

PERSONAL FINANCE TIPS DELIVERED DIRECTLY IN YOUR INBOX

Subscribe today and get strategies you can use right away.

By submitting your name and email you are allowing us to store your personal data and send you emails
5 Ways Your Wealth Is Under Attack book

5 WAYS YOUR WEALTH IS UNDER ATTACK

If you want to stop the attack, you'll want to get your copy.

 

John Smallwood on Retirement Tips Radio

This episode was drawn from John’s appearance on Retirement Tips Radio with Lee Kantor, a product of RadioX. John and Lee’s conversation was aimed at helping entrepreneurs prepare for retirement—even if it’s a long way off.

John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It.” He has lectured extensively on financial planning and is a seven-year recipient of the Five StarSM Wealth Manager Award.

Don’t miss John’s retirement tips:

  • You can structure your business in such a way now that maximizes its value. As a result, by the time you sell, you can have a reliable source of retirement income.
  • A good financial plan for your business shores up leaks that arise from improperly structured business agreements, missing business tax breaks, and disorganized insurance policies.

Plus:

  • Making sure your partnership agreements keep all parties contributing their fair share is also crucial to your business’s financial health.
  • Another area to scrutinize is personal guarantees for business contracts, which put your personal finances at risk.
  • Creating separate personal and business financial plans can help keep your personal and business finances healthy. It also prepares them for future changes. In addition, it positions them to provide you with the retirement income you will one day need.

For more, listen here. Then download our up-to-the minute guide, Eight Steps of Financial Success, which brings together everything we want to achieve in the financial planning process. These steps can be applied to both your personal plan and your business plan.

You’ll find many other great resources on our website, such as 19 Sources of Retirement Income, which offers ways to increase your existing retirement income. You’ll also see links to my books, It’s Your Wealth, Keep It (my newest publication) and 5 Ways Your Wealth is Under Attack.

If you are new to Smallwood Wealth, schedule a Wealth Curve Conversation by clicking this link.

You can also connect with us on social media, or call us at (800) 797-1000. Set up a free, no-obligation 30-minute phone call with a qualified advisor. Let’s discuss your business’s financial plan as well as your personal retirement plan.

Talk to a Smallwood Wealth Management Financial Advisor

No Cost, No Obligation.

Retirement Tips with Lee Kantor_Thumbnail

SHARE

Talk to a Smallwood Wealth Management Financial Advisor

No Cost, No Obligation.

SUBSCRIBE

To go deeper on the insights from Smallwood Wealth Management, request your FREE COPY of 5 Ways Your Wealth Is Under Attack 

Everyone is impacted by these 5 problems. The question is, how big are yours? What impact do they have on your wealth potential? CLICK HERE TO GET THE BOOK

LIKED THAT? YOU MAY WANT TO CHECK THESE OUT:

All
  • All
  • Business Ownership
  • Debt
  • Disability Insurance
  • Financial Planning
  • Investment Management
  • Life Insurance
  • Wills and Trusts