The Guided Retirement Show

105: Retirement Planning for Small Business Owners with Drew Jones


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Drew Jones, CFP®, AIF® has a passion in working with small business owners, helping them get their business to be as valuable as it can possibly be before facilitating an exit strategy. As Drew makes his third appearance on The Guided Retirement Show, he and Dean Barber will discuss what small business owners need to do when it comes to retirement planning. 

In this podcast interview, you’ll learn:

  • The Challenges and Opportunities of Retirement Planning for Small Business Owners 
  • Retirement Planning for Small Business Owners Is a Long Process 
  • Key Retirement Planning Considerations for Small Business Owners 
  • Your Business Is Your Biggest Asset If You’re a Small Business Owner 

Meet with Us: https://modwm.com/meet-with-us/ 

Ask a Question: https://modwm.com/ask-a-question/

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/105

Learn More about Retirement Planning

Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

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The Guided Retirement ShowBy Dean Barber

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