Episode 351 - New Year, New Changes

New Retirement Radio with Dennis Prout Podcast

Вміст надано Dennis Prout and Shea Petaja. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Dennis Prout and Shea Petaja або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

4M ago 44:28

MP3•Головна епізоду

Welcome to 2024! We are excited for the New Year! Some say that the more things change, the more they remain the same. Well, a lot of things are changing in Traverse City and elsewhere on the ownership front as the Baby Boomer generation continues their respective exit(s) and begins to head for the door. As so many businesses are changing hands, we figured this would be an opportune time to ask Jon Sluis, CPA, what he’s seeing, advising and what areas owners should think about before and after the transaction. Timing, planning and opportunities can change quickly for those on the asset ownership side. We’ve already sat with Jon about the show this week, and we welcome your questions to round out the mix! We are glad to be able to bring you this as many of the highlights can add to your personal situation as you navigate pre- and post-retirement.

Tune in and take control!

107 епізодів

#Business #Trading #Dennis Prout #Shea Petaja #Social Security