Something all small business owners worry about but few understand how to implement is a solid financial plan with retirement in mind. Jon Bebe is the founder of Collaborative Financial Group and passionate about helping small business owners plan for the future.
Jon found his love of financial planning early on and saw a huge gap in the education and knowledge of small business owners. He was even told by some of the larger players that the reason they don’t pursue small business owners is because the pay day is simply too low.
Rather than leave this sector of the market to flounder, Jon started Collaborative Financial Group and now aims to educate and empower small business owners to start the financial planning conversation.
It doesn’t matter if you’re making huge sums of money or just getting started, having a financial plan is beyond important. Thinking about retirement is beyond important. These things are a must for ALL business owners.
And if you plan to someday offer retirement benefits as an employer, you need a trusted partner to help you set up the right kind of program for you and your employees.
Listen in as Jon shares his brilliant financial insights as well as why he recommends you start the conversation sooner than later. If you’ve been thinking about retirement, worried about, stressed over it, then listen in and start asking questions!
In This Episode:
[02:09] Welcome to the show Jon! Listen in to learn about him and his business.
[03:15] How did he start his business and get into working with small business owners?
[07:06] Why are retirement and investment accounts important for small business owners?
[09:47] When should small business owners consider retirement planning?
[12:24] Is there a threshold you have to cross to provide retirement benefits to your team?
[13:34] What kinds of retirement accounts are available to small business owners?
[17:27] Learn the benefits of working with someone to help set up your business investment accounts and benefits programs.
[21:30] Jon shares the driving light, or goal, of Collaborative Financial Group.
[25:26] How does Jon work with his clients and how can you get in touch with him?
[28:22] Jon’s best advice is to just start the conversation.
[29:36] Sybrina ends the show with a quick lightning round of questions.
Links and Resources:
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