Planning for Retirement as a Business Owner with James Woodall

Biz Help For You

English - October 18, 2022 19:00 - 32 minutes - 22.6 MB - ★★★★★ - 14 ratings
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Do you want to know how to plan for retirement as a business owner? I discuss with James Woodall different types of retirement accounts, when to sell the business, opportunity zones, avoiding capital gains, ESOPS and 4 Horsemen of Financial Planning

https://www.linkedin.com/in/james-woodall/
https://www.linkedin.com/company/woodall-wealth-management/
https://www.instagram.com/woodallwealthmanagement/
https://www.woodallwealthmanagement.com/guides-checklists
https://calendly.com/woodallwealthmanagement/30minchat

James Woodall is the Founder & CEO of Woodall Wealth Management. Woodall Wealth Management is a registered investment advisory firm focusing on Family Stewards and Family Businesses, to inspire and guide financial peace of mind for every generation. James graduated from Texas Tech University with a Degree in International Economics and Finance, as well as earning his Certified Financial Planning certificate from Southern Methodist University. When James isn't working, you can find him training for an off-road triathlon, trying to golf and perfecting the 64oz Tomahawk Steak.

To learn more about Affordable Bookkeeping and Payroll, visit: https://affordablebookkeepingandpayroll.com/

I'm Candy Messer, President of Affordable Bookkeeping and Payroll and Podcast Host of Biz Help For You. This channel will share helpful information for you to run a successful business including tips in the areas of bookkeeping, payroll, sales tax, business licenses, and other compliance PLUS information I share from experts in other fields.

To find even more helpful information, visit my blog at https://affordablebookkeepingandpayroll.com/blog/
Download my FREE Guide to Financial Lingo: https://bit.ly/3bMO9V4

ADDITIONAL UPDATE: ON JUNE 27, I WAS GIVEN CONFLICTING ADVICE BY A DIFFERENT INTUIT REP STATING THE OLD NON-SUBSCRIPTION-BASED SOFTWARE WILL STILL WORK, AND ONLY SUBSCRIPTION-BASED VERSIONS MUST BE UPGRADED. ALSO, INTUIT HAS NOW EXTENDED THE DEADLINE TO SEPT 30 INSTEAD OF JULY 31 TO UPGRADE YOUR VERSION OR MOVE TO QBO.

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