We are back with another bonus episode! Justin Bates of Strategic Financial is joining me to cover essential year-end finance tips for individuals and business owners for the upcoming tax season. Whether you're an employee, new business owner, or have an established business, Justin is sharing tips to help set you up for success.

In today’s episode, we are looking at the importance of taking a strategic approach to your finances throughout the year to avoid tax season stress and set you and your business up for financial success. Justin is also sharing insight into retirement plans, Roth IRAs, and why business owners need to separate business and personal finances. We also discuss financial planning needs for both young and established business owners, tax strategies for those in lower and higher tax brackets, and succession planning for established business owners. Regardless of where you are in your financial journey, Justin is providing valuable and practical insight to help you reach your financial goals.

Listen to the September Bonus Episode: BONUS: Retirement Planning Essentials with Justin Bates

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Connect with Justin:

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