Episode 351 - New Year, New Changes New Retirement Radio With Dennis Prout podcast

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Business Trading Dennis Prout Shea Petaja Social Security

Innehåll tillhandahållet av Dennis Prout and Shea Petaja. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Dennis Prout and Shea Petaja eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

New Retirement Radio with Dennis Prout Podcast « »
Episode 351 - New Year, New Changes

3M ago 44:28

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Innehåll tillhandahållet av Dennis Prout and Shea Petaja. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Dennis Prout and Shea Petaja eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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!

… continue reading

107 episoder

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

Artwork

Episode 351 - New Year, New Changes

New Retirement Radio with Dennis Prout Podcast

19 subscribers

published 3M ago

Dela

MP3•Episod hem

Innehåll tillhandahållet av Dennis Prout and Shea Petaja. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Dennis Prout and Shea Petaja eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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!

… continue reading

107 episoder

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

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