As a small business owner, do I need a Plan B for retirement? (Video)
Alexis Wheatley CFP®
As Principal of Wheatley Wealth Management, Alexis provides high-quality strategic advice to help her clients create and preserve their wealth.
As part of the Financial Planning Association’s Ask a Planner video series, Alexis Wheatley CFP® answers the commonly asked question, “As a small business owner, I see my business as my retirement nest egg. So why would I need to have a Plan B?”
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This video contains general financial advice only. It is provided by an Australian Financial Services licensee (AFS licensee) or the employee or authorised representative of an AFS licensee as identified in the article.
General financial advice does not take into account your objectives, financial situation or needs, and you should consider seeking professional financial advice before acting on the general advice provided.
Online source: Produced by The Financial Financial Planning Association of Australia and published on 1 February 2018. Original article.