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October 18th, 2022

Planning for Retirement as a Business Owner with James Woodall

  1. Planning for Retirement as a Business Owner with James Woodall Candy Messer 31:28

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Do you want to know how to plan for retirement as a business owner? 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

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
https://calendly.com/woodallwealthmanagement/30minchat

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.

To learn more about Affordable Bookkeeping and Payroll, visit: https://affordablebookkeepingandpayroll.com/ 

I'm Candy Messer, President of Affordable Bookkeeping and Payroll and Podcast Host of Biz Help For You. This channel will share helpful information for you to run a successful business including tips in the areas of bookkeeping, payroll, sales tax, business licenses, and other compliance PLUS information I share from experts in other fields.

To find even more helpful information, visit my blog at https://affordablebookkeepingandpayroll.com/blog/
Download my FREE Guide to Financial Lingo: https://bit.ly/3bMO9V4

Support the show

Resources: https://affordablebookkeepingandpayroll.com/resource-opt-in

Become a supported of the show: https://www.buzzsprout.com/1522381/support

Candy Messer Profitability/Growth Advisor, Fractional COO

Candy Messer is a profitability advisor and Clockwork Fractional COO working with entrepreneurs to help them have successful businesses. Experienced in bookkeeping since 1998, Candy understands the stresses business owners face and offers customized services to meet their varying needs.

Her company energizes entrepreneurs by removing the burden of compliance tasks as well identifying issues preventing higher profitability. She also teaches business owners how to take a 4-week vacation and have the company run effectively without them. As a result of using her services, clients have peace of mind and the freedom to do what they love.

Candy is co-author of Business Success With Ease, Navigating Entrepreneurship, Maintain a Solid Mental Health, and Yes, God and is the host of the “Biz Help For You” podcast which can be found on YouTube, as well as multiple podcast channels.

Candy has been married since 1992 to her husband Garth and they have a son, daughter, son-in-law, and three grandsons. When not running her company, Candy enjoys reading, crocheting, baking sourdough bread, and spending time with friends and family.

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