Everything You Need to Know about Retirement Planning
Welcome to another insightful episode of the Profit with Law Podcast! In today's episode, Moshe Amsel is joined by retirement plan expert, Courtenay Shipley, to delve into the intricacies of retirement planning as a business owner. This conversation explores everything from maximizing contributions to 401K plans and passing non-discrimination testing, to the complex world of profit sharing and cash balance pension plans.
Courtenay shares her compelling backstory, explaining how a bad experience with her employer led her to establish her own firm. Together with Moshe, they discuss the competitive landscape of retirement planning, the strategic use of employer contributions, and the crucial role of tax considerations in retirement planning. Small business owners will gain valuable insights on structuring compensation packages to attract and retain top talent, with actionable tips on profit sharing and deferred compensation plans.
Tune in now for actionable insights that could...
How to Plan Your Retirement and Achieve Financial Independence with Sarah Young
Early retirement and financial independence are the dream for almost anyone, but how do we plan for and achieve them? How much money is needed to retire and be financially independent? Is the income from your law firm enough? If not, how can you get cash flow outside your business?
In this episode, Sarah Young of Young + Co joins us to discuss the value of CFOs in making financial decisions and planning your firm's growth trajectory. She builds on her years of CFO experience and shares tactical ways to increase your cash flow, prepare for retirement, and achieve financial independence!
If you want to know how to create cash flow outside your law firm, this episode is for you!
Here are three reasons why you should listen to this episode
- Learn how to build the financial plan for your law firm.
- Know the importance of diversification and knowing where to put your profits.
- Find tactical ways to grow your money and achieve retirement and financial...
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Author
Moshe Amsel
Author
Moshe Amsel the host of the Profit with Law podcast is not an attorney. As the owner of a successful accounting firm DreamBuilder Financial and Law Firm Growth coaching organization Profit with Law, Moshe has proven that there are better and different ways for a law firm to do business and be successful.
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