Episode 330

Part 2: Retirement Planning for Entrepreneurs with Sarah Becker

November 29, 2022

In part two of this retirement planning series for bosses, Sarah Becker explores the mindset of being work optional versus the idea of traditional retirement. Emily shares how the experience of selling her first business has allowed her to consider how she could use her businesses for retirement. Sarah and Emily also share how to handle lifestyle creep, what to do first prior to saving for retirement, additional alternative retirement strategy options, and how to prepare for the unknown as a business owner.

Episode Transcript
"Don't let perfection keep you from getting started."
- Sarah Becker

Discussed in this Episode

  • How to handle lifestyle creep
  • The first thing you should do before saving for retirement
  • What to consider when looking at life insurance policies
  • Finding peace of mind by preparing for the unknown
  • Sarah shares how simple your retirement plan can really be
  • Being work optional vs. being retired
  • The potential of selling your business as part of your retirement plan

Resources Mentioned

Hosts + Guests