Guided Path 6-3 Invest In Your Business & In Your Retirement

The Financial Call

Knowing how to effectively scale your business can greatly impact your retirement plans. Just imagine the opportunities and challenges that come with taking that leap!

In this episode, Zacc Call and Laura Hadley discuss investing in your business and retirement as a business owner. They differentiate between business creators and solo practitioners, emphasizing the importance of scaling up a business to increase income potential. 

They also caution against relying too heavily on the value of the business as a retirement plan and discuss the challenges and trade-offs of scaling a business. 

Zacc and Laura discuss:

  • The difference between business owners and solo practitioners: How does this affect how you exit your business?

  • How to diversify your retirement savings as a business owner

  • Mitigating the common challenges of business ownership (Scarcity of resources, time, money, talent, and a diverse network!)

  • How to scale up your business and increase your retirement income

  • And more

Resources:

  • Guided Path 6-1 Understanding the Tax Implications of Different Business Structures

  • Guided Path 6-2: Choosing the Best Retirement Plan for Your Small Business 

Connect With Capita Financial Network:

  • info@capitamail.com

  • tfc@capitamail.com

  • (801) 566-5058

  • Capita Financial Network

  • LinkedIn: Zaccary Call 

  • LinkedIn: Laura Hadley

  • LinkedIn: Capita Financial Network

  • Facebook: Capita Financial Network

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