Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Wiser Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wiser Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

291. How is Financial Planning Different for Entrepreneurs

1:00:58
 
Share
 

Manage episode 493097040 series 3322284
Content provided by Wiser Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wiser Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the A Wiser Retirement® Podcast, we explore how financial planning is different for entrepreneurs. From managing fluctuating income and separating personal and business finances to building a strong emergency fund and maximizing retirement contributions, we cover the essentials of creating a stable financial foundation as a business owner. We also dive into choosing the right business entity, tax planning strategies, quarterly tax payments, and how to prepare for succession or unexpected events. Whether you're just starting out or running an established business, you'll gain valuable insights to help you make smarter financial decisions.

Related Podcast Episodes:
- Ep 247: Why It’s Crucial to Separate Your Business and Personal Assets
- Ep 283: How to Manage a Sudden Money Windfall: IPOs, Business Sale, or Inheritance

Related YouTube Videos:

- Why Business Owners Need an Exit Strategy
- Asset Protection Strategies for Business Owners

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

  continue reading

Chapters

1. Managing Irregular Income as an Entrepreneur (00:00:00)

2. Casey's Recent Family Adventures (00:08:30)

3. Entrepreneurship vs Traditional Career Paths (00:20:40)

4. Building Systems and Creating Processes (00:32:50)

5. Business Entity Structure and Tax Planning (00:43:00)

6. Succession Planning and Business Valuation (00:55:10)

291 episodes

Artwork
iconShare
 
Manage episode 493097040 series 3322284
Content provided by Wiser Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wiser Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the A Wiser Retirement® Podcast, we explore how financial planning is different for entrepreneurs. From managing fluctuating income and separating personal and business finances to building a strong emergency fund and maximizing retirement contributions, we cover the essentials of creating a stable financial foundation as a business owner. We also dive into choosing the right business entity, tax planning strategies, quarterly tax payments, and how to prepare for succession or unexpected events. Whether you're just starting out or running an established business, you'll gain valuable insights to help you make smarter financial decisions.

Related Podcast Episodes:
- Ep 247: Why It’s Crucial to Separate Your Business and Personal Assets
- Ep 283: How to Manage a Sudden Money Windfall: IPOs, Business Sale, or Inheritance

Related YouTube Videos:

- Why Business Owners Need an Exit Strategy
- Asset Protection Strategies for Business Owners

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

  continue reading

Chapters

1. Managing Irregular Income as an Entrepreneur (00:00:00)

2. Casey's Recent Family Adventures (00:08:30)

3. Entrepreneurship vs Traditional Career Paths (00:20:40)

4. Building Systems and Creating Processes (00:32:50)

5. Business Entity Structure and Tax Planning (00:43:00)

6. Succession Planning and Business Valuation (00:55:10)

291 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play