Episode 118: The 5 Big Financial Planning Concerns You’re Forgetting as an Entrepreneur with Ariel Ward

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entrepreneur
Work Your Wealth
Work Your Wealth
Episode 118: The 5 Big Financial Planning Concerns You're Forgetting as an Entrepreneur with Ariel Ward
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Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of 2019, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I work closely together on our clients. She has 11 years of experience in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping professionals understand their financial lives and make better decisions with their money. She enjoys working with clients in the aviation industry to make the most of their employee benefits and map out a plan for personal financial strength. She is a member of NAPFA, the XY Planning Network and the Financial Planners Association.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • The most common financial planning concern seen with entrepreneurs
  • The retirement plan options available to small business owners
  • Items to be aware of if utilizing a SEP IRA
  • Some of the numbers associated with an individual 401(k)
  • The best plan to start with if you have employees
  •  How much you should be saving into your retirement account
  •  The type of insurance a small business owner/entrepreneur should consider
  • How a disability policy works and why you need it
  • If you’re thinking group policy, here are some options as a small business owner
  • Why you should have life insurance and who you are protecting
  • The type of life insurance policy you should get
  • What a keyman insurance policy will do for your business
  • Reasons you should have a business continuity plan
  • The two big ticket items we see people and business owners drag their feet on
  • Why you should have professional liability insurance
  • The benefits of utilizing a financial planner through all these decisions

LINKS WE MENTIONED ON THE SHOW

GET SOCIAL WITH ARIEL AND LET HER KNOW YOU HEARD ABOUT HER HERE

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Mary Beth Storjohann, CFP® is an author, speaker, and financial coach who takes a fun, no-nonsense approach in working with individuals and couples across the country, helping them make smart choices with their money.

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