Want to join us in January for CEO Day LIVE?

Episode 329

Part 1: Retirement Planning for Entrepreneurs with Sarah Becker

November 22, 2022

In this first episode of a 2-part series on retirement planning as an entrepreneur, Sarah Becker returns to the podcast to discuss what keeps so many small business owners from setting themselves up for retirement. Emily and Sarah discuss real-life examples of retirement strategies, the foundational accounts you need to know about, and the easy first step every boss needs to take to start their own retirement plan.

Episode Transcript
"I would really challenge you to look at retirement as freedom instead. How can you plan for your future freedom?"
- Sarah Becker

Discussed in this Episode

  • The mindsets that keep so few entrepreneurs from saving for retirement
  • Sarah’s 1 additional checklist item for starting a business
  • The first step to take if you are just getting started with a retirement plan
  • What to do if you don’t qualify for a Roth IRA
  • Sarah shares real-life retirement strategy examples
  • The cost of using actively managed funds to save for retirement
  • A perspective shift if envisioning your retirement is overwhelming
  • How your business can help you save more money

Resources Mentioned

Hosts + Guests