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Retirement v. Business Owner Planning
We often get asked what the difference is between retirement planning and business owner planning when it comes to personal finance. The answer is focus. For most non-business owners the focus of financial planning is retiring successfully while hitting the major financial milestones of life between today and the day you retire. For business owners, the focus is on meeting all the needs, wants, and goals of the family while also nurturing and growing the business. In today's episode of the Entrepreneur Aligned Podcast, I dive into some of the key differences in personal planning based on where the focus is.
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ABOUT JARROD
Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race.
WANT TO LEARN MORE?
Subscribe to our Entrepreneur Aligned Podcast for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned.
Wealth Digest - weekly articles delivered to your inbox!
Subscribe to our YouTube channel
Connect on LinkedIn
Follow on Twitter
Follow on Instagram
Check out our Linktree
REACH OUT TO US!
If you have a question or simply want to talk through your financial planning, we are here to help.
SEND US A MESSAGE or call 720-715-7570
DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
View all episodes
By Entrepreneur Aligned
5
77 ratings
We often get asked what the difference is between retirement planning and business owner planning when it comes to personal finance. The answer is focus. For most non-business owners the focus of financial planning is retiring successfully while hitting the major financial milestones of life between today and the day you retire. For business owners, the focus is on meeting all the needs, wants, and goals of the family while also nurturing and growing the business. In today's episode of the Entrepreneur Aligned Podcast, I dive into some of the key differences in personal planning based on where the focus is.
-----
ABOUT JARROD
Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race.
WANT TO LEARN MORE?
Subscribe to our Entrepreneur Aligned Podcast for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned.
Wealth Digest - weekly articles delivered to your inbox!
Subscribe to our YouTube channel
Connect on LinkedIn
Follow on Twitter
Follow on Instagram
Check out our Linktree
REACH OUT TO US!
If you have a question or simply want to talk through your financial planning, we are here to help.
SEND US A MESSAGE or call 720-715-7570
DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.