The Retirement Learning Lab

Small Business Owners: Navigating Social Security and Succession Planning

September 13, 2025·23 min
Episode Description from the Publisher

Send us Fan Mail If you're a small business owner, your retirement planning is nothing like your employees'. Your business isn't just your job - it's your biggest asset and your retirement plan all rolled into one. This creates a perfect storm of challenges that most owners never see coming. In this episode, Van Richards breaks down the critical intersection between Social Security strategy and business succession planning. You'll discover why these two elements must be coordinated from the s...

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