013: Strategic Retirement Planning for Business Owners and Entrepreneurs

If you’re a business owner or a solo entrepreneur, you have a variety of options when it comes to planning your retirement, paying your taxes, and avoiding penalties along the way.

With over 25 years’ experience working with business owners and CPAs, Brian Hartstein, Director of Corporate Development at Bayntree Wealth Advisors, helps his clients utilize their pre-tax dollars as effectively as possible.

Using his background in the pension business (he’s worked in his parents’ third-party administration firm starting in middle school) and with his knowledge of finance and taxes, Brian develops effective retirement plans to meet the specific needs of businesses of all sizes. We talked in-depth about different plan options available to entrepreneurs, corporate employees with side hustles, and everyone in between – and the major reasons why you should consider them.

In this podcast interview, you’ll learn:

  1. Why the SEP and Solo 401k are great starting points for many business owners – and which may be best for you.
  2. The reason so many CPAs are more reactive than proactive when it comes to retirement planning, why this often leads to missed opportunities, and the importance of finding an advisor or broker who takes a high-level approach.
  3. Why you should explore other retirement options that may be available to you, including the Roth 401k and defined benefit pension plans.

If you enjoyed this podcast, Brian will be back on the podcast soon for another deep dive into financial planning!



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