The 5 Big Financial Planning Concerns You're Forgetting as an Entrepreneur with Ariel Ward

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 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 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


Freelancers Union

Workable Wealth Blog post



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


Workable Wealth Website

Ariel’s e-mail

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