Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers

Ep 57 Mastering Retirement Savings Strategies for Solopreneurs with Financial Expert Sean Mullaney


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This episode of the Wealthy after 40 podcast features financial planner Sean Mullaney, President of Mullaney Financial and Tax, discussing the benefits of a Solo 401k for solopreneurs looking to save for retirement. Sean, also known for his FITaxGuy blog, shares his expertise on how self-employed individuals can effectively plan their retirement savings without the traditional employer-sponsored 401k options.

The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Dalene and the Wealthy After Forty podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. 

00:00 Introduction to Wealthy After 40: Focus on Solopreneurs

00:37 Exploring the Solo 401k with Sean Mullaney

02:37 The Advantages of a Solo 401k for Entrepreneurs

05:43 Comparing Solo 401k with IRAs and Roth IRAs

09:20 Starting Points for New Solopreneurs in Retirement Planning

13:41 Choosing the Right Financial Institution for Your Solo 401k

17:47 How to Connect with Sean Mullaney


Connect with Expert Guest: Sean Mullaney 

 X https://twitter.com/SeanMoneyandTax

YouTube https://www.youtube.com/@SeanMullaneyVideos

His award-winning blog: FITaxGuy.com 

Blog Post: IRA Contributions for Beginners


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Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen XersBy Dalene Higgins - Money Coach, Retirement Coach, CEO

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