Are you a business owner struggling with financial anxiety and uncertainty about your future?
In this episode, we sit down with Michael Baker, a seasoned Chartered Accountant with over 25 years of experience, to uncover your business's hidden wealth and discuss how to navigate common financial blind spots. As the author of "Financial Blind Spots: Insider Secrets to Discovering Financial Freedom," Michael shares expert insights and actionable strategies for business owners looking to secure their financial future.
What You'll Learn:
Financial Blind Spots: Understanding the transition from company-sponsored pension plans to RRSPs and TFSAs, and why this shift can create confusion and anxiety in financial planning.
Case Study: How Michael helped a business owner in Calgary overcome financial challenges and prepare for a successful 10x exit.
Business Challenges: The unique struggles business owners face today, including workforce issues, rising taxes, and operational costs—and how to overcome them.
Actionable Financial Tips: Asking the right questions and finding a tailored financial plan are essential for your business.
The Role of Insurance: Properly structured insurance can be a powerful tool in your financial plan.
Planning for Your Future: Learn how to define "enough" for your ideal lifestyle and retirement.
Why Watch This Podcast?
Michael Baker breaks down complex financial concepts into easy-to-understand advice for business owners like you. Learn how to navigate hidden fees, avoid one-size-fits-all solutions, and build a strategy that aligns with your long-term goals.
Key Questions Answered in This Episode:
- How can you uncover hidden financial wealth in your business?
- What are the key financial blind spots that business owners overlook?
- How can you navigate your business's financial planning challenges and complexities?
- Why is it important to work with a financial advisor who tailors their approach to your unique needs?
Connect with Michael Baker and Baker Wealth:
- Schedule your free Financial Blind Spot Assessment at BakerWealth.ca
- Purchase the book "Financial Blind Spots" on Amazon or at financialblindspotbook.com
- Follow Michael on social media for more financial tips!
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