OnRoute to Wealth

Radical Transparency and Smart Investing

September 08, 2023 Kristy Runzer Season 3 Episode 6
OnRoute to Wealth
Radical Transparency and Smart Investing
Show Notes

This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/

In this episode we discuss how we all experience money wins and struggles, and how creating a safe space to share and learn from each other's experiences is vital to community success.

I break down strategies and options for retirement planning, particularly the switch to a simple IRA, the importance of contributing for your full-time employees, ensuring a secure future for both yourself and your team, and smart investing.

I also coach through the various avenues available to grow your wealth. From understanding the difference between personal and business investments to saving for a down payment.

We talk about

  • Different types of 401ks
  • Smart investing
  • How to invest as a business owner
  • Tax implications that come with different investing strategies

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