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Turning Business Success into Retirement Security

You’ve fought hard for your success as a business owner. Now, The Science of Economic Freedom brings you a series of weekly, business-focused podcasts designed to spark your ability to leverage your retirement with the business momentum you’ve built.

These podcasts reveal what small business owners need to know to unlock their equity and channel it into a secure retirement… with the proven, time-tested principles from Mercer Advisors, the science-based, technical experts for this series. New podcasts are added weekly.

Financial Insights

Now, the top financial advisors are offering the best business owners the keys to a smooth retirement – on the journey to economic freedom – in each weekly podcast.

These podcasts will address:

  • How your greatest asset can be your business
  • Everything a business owner needs to know to unlock the equity they have built in their businesses and channel it into your secure retirement
  • A system to guide you through your future transition of retirement
  • Safe, proven and sound principles to help the small- to mid-sized business owner lower taxes and maximize retirement
  • How important it is, if you are 50 or older and a business owner, to start the process of turning your business success into retirement security
NEW PODCAST | EPISODE 17

Attn: Business Owners, Things to Do Now to Leverage 2018 Tax Law Savings

Taking the appropriate steps now could save tens of thousands of dollars in taxes in the year ahead. In this episode, you’ll learn about many of the favorable new tax laws designed to benefit pass-through entities.

Key topics:
  • How to take advantage of IRS Rule 199A, which allows for a 20% qualified business income (QBI) deduction on pass-through entities.
  • Service businesses vs. non-service businesses, and the different income caps and rules governing that 20% income deduction.
  • How to rethink your retirement plan contributions so that you can qualify for the pass-through entity income deductions.
  • Should you restructure your business to take better advantage of the QBI? Should you restructure real estate holdings, as that income is treated different under the new law?
  • Why you need to revisit your retirement account options, including defined contribution and defined benefit plans.
  • The new rules for automobile expenses and depreciation.

Business Podcast Topics

EPISODE 18
Building Your Framework for Retirement

Whether you’re approaching retirement or already there, this first-in-a-series podcast on becoming retirement ready is aimed at you.

EPISODE 17
Attn: Business Owners, for 2018 Tax Law Savings

Taking the appropriate steps now could save tens of thousands of dollars in taxes in the year ahead. What you need to know.

EPISODE 8
The Most Important Investment Decision You Will Ever Make

Are your assets where they should be? Learn how to determine asset allocation that’s right for you.

Wealth Coaching

Discover your opportunities to grow wealth. It takes an expert Wealth Coach who is also a financial professional to bring clarity to your goals and help you establish a clear pathway to making sound financial decisions.

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More Fuel for Thought

The more you learn, the more energy you have to take you where you want to go. Here are additional money management resources to help further fuel your journey to economic freedom.

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