Radical Transparency and Smart Investing

OnRoute to Wealth

Sep 8 2023 • 1 hr 10 mins

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

Follow me on Instagram: https://www.instagram.com/kristy_runzer/