Navigating Retirement Planning for Small Business Owners w/ return guest Julia DiMedici
Автор: StudioM Financial
Загружено: 2026-02-24
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In this episode of Morph Minutes, host Katrena Pitts welcomes back Julia DiMedici to discuss retirement planning options for small business owners. The conversation covers various financial literacy topics, including a fun true or false game about personal finance, the importance of emergency funds, and the differences between Solo 401k and SEP IRA retirement plans. They also explore a scenario involving Mark and Elena, a couple navigating their retirement options, emphasizing the importance of understanding individual circumstances in financial planning.
Until we meet, keep working on the change!
Summary chart of the retirement plans: https://drive.google.com/file/d/13w-A...
Connect with us! https://linktr.ee/StudioMfin
Join us for a StudioM Office Hour session: https://calendly.com/letstalk-studiom...
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