Do you want to know how to plan for retirement as a business owner? Join me as I discuss with James Woodall different types of retirement accounts, when to sell the business, opportunity zones, avoiding capital gains, ESOPS, and 4 Horsemen of Financial Planning
Links
- https://www.linkedin.com/in/james-woodall/
- https://www.linkedin.com/company/woodall-wealth-management/
- https://www.instagram.com/woodallwealthmanagement/
- https://www.woodallwealthmanagement.com/guides-checklists
Offer
https://calendly.com/woodallwealthmanagement/30minchat
Meet James
James Woodall is the Founder & CEO of Woodall Wealth Management. Woodall Wealth Management is a registered investment advisory firm focusing on Family Stewards and Family Businesses, to inspire and guide financial peace of mind for every generation. James graduated from Texas Tech University with a Degree in International Economics and Finance, as well as earning his Certified Financial Planning certificate from Southern Methodist University. When James isn’t working, you can find him training for an off-road triathlon, trying to golf, and perfecting the 64oz Tomahawk Steak.
