Episode 351 - New Year, New Changes

New Retirement Radio with Dennis Prout Podcast

Dennis Prout and Shea Petaja द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Dennis Prout and Shea Petaja या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

4M ago 44:28

MP3•एपिसोड होम

Welcome to 2024! We are excited for the New Year! Some say that the more things change, the more they remain the same. Well, a lot of things are changing in Traverse City and elsewhere on the ownership front as the Baby Boomer generation continues their respective exit(s) and begins to head for the door. As so many businesses are changing hands, we figured this would be an opportune time to ask Jon Sluis, CPA, what he’s seeing, advising and what areas owners should think about before and after the transaction. Timing, planning and opportunities can change quickly for those on the asset ownership side. We’ve already sat with Jon about the show this week, and we welcome your questions to round out the mix! We are glad to be able to bring you this as many of the highlights can add to your personal situation as you navigate pre- and post-retirement.

Tune in and take control!

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#Business #Trading #Dennis Prout #Shea Petaja #Social Security