David Blain, CFA is CEO and Founder of BlueSky Wealth Advisors, and author of “Invest in Your Life, Not Just your Portfolio.”
When doing retirement planning, its important to not get fixated on just the portfolio and saving strategies. You have to remember to create a strategy for the business itself and understand the value it holds for the owner. Additionally, each business owner will have different needs, so knowing the pros and cons of every retirement plan will help you choose the best option for the owner and their employees.
In this short but sweet session, David discusses these important retirement planning strategies and more.
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What to watch for:
Social security & Medicare- 1:09
Retirement Plans- 3:00
Succession Plan- 3:41