SK Wealth’s Solutions & Knowledge podcast
Business:Investing
As a successful business owner, how and when to transfer your business to your kids is a significant, complex decision. This week, the guys talk about how to transition ownership to your family. Whether selling or gifting your company, Mac and Jason look closely at pros and cons of each approach through the lens of family dynamics and your retirement goals. They’ll guide you through the preservation of your legacy and the steps to achieving a seamless transfer of business ownership. Tune in for expert insights and practical guidance for successful entrepreneurs like you as you move on to the next phase of your life’s adventure. Tap that subscribe button because there’s no telling what we have in store for you in May!
Resources mentioned in this episode: Phantom Stock Plans Explained
REITs- Episode 71
Risk Tolerance: A Two-Dimensional Approach - Episode 70
Annuities - Episode 69
Estate Planning - Episode 68
Suddenly Single - Episode 67
Financial Independence for Women - Episode 66
Target Date Funds - Episode 65
ESG Investing - Episode 64
How to Financially Prepare for Divorce - Episode 63
I'm a Retired Business Owner, Now What? - Episode 62
Planning the Sale of a Business - Episode 61
Succession Timing - Episode 60
Succession Planning 101 - Episode 59
Tax Laws for Charitable Contributions - Episode 58
Non-Traditional Charitable and Political Giving - Episode 57
Paying for College - Episode 55
Raising Financially Savvy Children - Episode 54
Helping Your Child Buy a Home - Episode 53
Teaching Children Financial Literacy - Episode 52
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