Description

We’re coming down to the final few days of 2023 and we hope you have all enjoyed a good holiday season. As we close out the year, we wanted to go over a couple of client conversations we had recently dealing with small businesses and the power of money.

Here’s some of what we discuss in this episode:

• How should business owners balance saving for retirement and putting money back into the business?
• What are some consistent financial habits you can create as a business owner?
• Reviewing opportunities for Roth conversions.
• Managing an inheritance and how to pass it along to your children.  

Want to contact us?

Website - https://smartmoneyquestions.com/

Email - info@smartmoneyquestions.com

Set up a time to talk – http://SpeakWithMatt.com    

Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/