Retirement Planning for Small Businesses


Please find some links and notes from the 2 Regular Guys Podcast. We welcome to the show, Chad Smith to help us navigate retirement planning for small businesses. Chad is a Certified Financial Planner™ with more than 20 years of experience in the financial services industry and he also hosts his own podcast, Financial Symmetry: Balancing Today With Retirement. Chad is going to give us all the nuts and bolts of what you should be looking at when it comes to retirement planning. Bring your junior yellow legal pad to take notes!

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Retirement Planning for Small Businesses

Aaron: Chad is a Partner at Financial Symmetry, Inc. and Certified Financial Planner™ with more than 20 years of experience in the financial services industry. He specializes in helping employees and executives of technology companies in the triangle make the best decisions with their corporate benefit programs. He also enjoys helping those close to retirement with the unique tax savings strategies available to them.

Terry: After listening to one of your podcasts I know you love stats. Let’s start with some retirement stats for small businesses.

Aaron: Describe for us who or what is a small business.

Terry: What are some of the benefits of funding a small business retirement plan?

Aaron: Why do so many small business owners not have a retirement plan in place?

Terry: What are some of the retirement options available?

Aaron: Give us a breakdown of the options. Maybe some examples our listeners might relate with in their own businesses.

Terry: Many of our listeners have a “day job” with a retirement plan and a decorating business on the side. What are their options?

Aaron: Should small business owners work with a financial planner?

Terry: Chad, how can our listeners reach out to you?

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