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Building Value in Blue-Collar Businesses with William Yex
What makes a trade business valuable? William Yex, CFP®, joins Jeremiah Bates to discuss business valuations, financial planning, and preparing blue-collar business owners for an eventual exit.
Asset Location: Why Where You Hold Your Investments Matters
Choosing the right investments is only part of the equation. How asset location across taxable, Traditional, and Roth accounts can affect taxes, retirement income, and your financial flexibility over time.
Tax Strategies for Trades Business Owners Before Year-End
Tax planning for trades business owners goes beyond ordinary deductions. We discuss retirement plan options, S corporation considerations, and equipment depreciation strategies that may help owners manage taxes while planning for long-term financial success.
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