In our second episode, we cover a broad overview of financial planning, as it related to solopreneurs, the self-employed - any army-of-one business owner. We cover our four primary areas of planning focus: cash flow, tax planning, risk management (estate planning ,emergency fund and insurance planning), and portfolio management. We also suggest some immediate action to take.

Our planning process is used with all of our clients, but again, the goal of this podcast is to provide helpful guidance to the sole proprietor in need of help with retirement planning.

#financialplanning #selfemployed #retirementplanning #wealthmanagement #solopreneur 

Thanks for tuning in to Financial Flow, brought to you by Tidepool Wealth Strategies. Until next time, stay resilient – and plan to retire well!

Tidepool Wealth Strategies website
Phillip Smith, CRPC AIF LinkedIn