Turning a Pile of Money Into Lifetime Income

Money Wisdom

Hopefully all business owners enjoy the day when they can cash out on their hard work and spend time however they choose. If you’re fortunate enough to be in the position to sell your business for a nice lump sum, let’s make sure that money turns into sustainable income for your retirement. In the latest episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA® answers a question we received from a business owner who wants to know the best way to do that.

Here’s some of what we discuss in this episode:

• The challenges facing business owners (or anyone) when they receive a big pile of money.
• Investment strategies should focus on three primary characteristics.
• What you need to consider before you build an investment strategy.
• How to be as tax-efficient as possible with your planning.

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