Retirement
February 25, 2026
A few months ago, I was with a friend of the family who had just sold part of his company. He leaned back in his
By the time I finished working with both Mike and Amanda, the contrast between their situations was obvious — but not for the reasons most
In the first part of this series, I walked through a conversation I’ve had more times than I can count. It starts simply enough. A
Have you ever contemplated what your life will look like in retirement. Studies show that less than 60% have a retirement account. To make things
Every December, I have the same conversation with smart, successful business owners. They’re profitable. They’re busy. And they’re frustrated that their tax bill still feels
So, you’re a small business owner, doing your best to keep the ship afloat. You’ve probably considered the importance of a retirement plan, but when
Healthcare costs in America have been rising steadily for decades, and the trend shows no signs of slowing. Over the next 10 to 20 years,
When you’re building a business, there are two things you can never have enough of: time and money. But what if I told you there’s
Unfortunately, retirement planning is one of those things that just gets pushed to the back burner when you’re running a business. Between chasing clients, putting
Even as a kid, I was fascinated by money. Not in some greedy way, but in the way you’d be drawn to something mysterious and
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