How Money Works: Ep 47: CPA Shares Business Advice, Mistakes to Avoid

Welcome to the How Money Works Podcast with husband and wife team Craig Moser, CFP and Jennifer Moser of Maestro Wealth Advisors. This show will cover all the essential financial and retirement planning elements you need to know to make it to, and through, retirement.

Join us each episode for valuable information on how to avoid some of the common financial pitfalls that others make.

Craig and Jennifer have more than 30 years of experience helping people to retire successfully in the Triad area of North Carolina. Their offices are in Winston-Salem & Greensboro.

If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, MaestroWealth.com.

Ep 47: CPA Shares Business Advice, Mistakes to Avoid

Feb 17, 2022

If you are a seasoned business owner, today’s episode is for you. Jimmy Eggers, a partner at Smith Leonard Accountants and Consultants in High Point, N.C., is sharing business-planning expertise, strategies and mistakes business owners make.

What we discuss in this episode:

2:15 – Business mistakes

5:35 – Unwinding a business

10:42 – Keep more money

12:36 – Employees

14:38 – Retirement account

17:45 – Outside of retirement accounts

Get additional financial resources:

https://maestrowealth.com/how-money-works-podcast/

About our guest:

https://www.smith-leonard.com/staff/eggers-jimmy/

Disclosure:

Securities offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser. Investment Advisory Services offered through Retirement Wealth Advisors, Inc., an SEC Registered Investment Advisor. Maestro Wealth Advisors, LLC, Maestro Insurance Services, Inc., and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.

The information and materials provided here, whether supplied by third party websites, marketing materials, newsletters or any form of publication are provided for general information only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any product or financial instrument. It does not take into account your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here.

How Money Works

Ep 47: CPA Shares Business Advice, Mistakes to Avoid

Ep 47: CPA Shares Business Advice, Mistakes to Avoid

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