Financial Planning For Soloists with Sean Mullaney

You’ve got a bookkeeper, a CPA, maybe even a CFO/strategic financial resource for your business—when and where does personal financial planning fit in? Advice-only financial planner and author Sean Mullaney walks us through financial planning for Soloists:

The types of financial advisors Soloists are likely to encounter—how they work and are compensated (and why that matters).

The signs that tell Soloists you’ll likely get value from engaging a personal financial advisor.

How to get started and identify potential planners that will meet your needs (and why geography just doesn’t matter anymore).

One key question to ask any financial advisor candidate to assess whether they might be a fit.

Why a Solo 401(k) often beats a SEP IRA for tax-advantaged retirement savings.

 

LINKS

Sean Mullaney Blog | Book | LinkedIn | YouTube | Twitter

Rochelle Moulton Email ListLinkedIn Twitter | Instagram

BIO

Sean Mullaney is an advice-only financial planner and the President of Mullaney Financial & Tax, Inc. Through Mullaney Financial & Tax, Sean provides advice-only financial planning for a flat fee. Sean writes the Plutus Award winning blog FITaxGuy.com on the intersection of tax and financial independence. He also has a personal finance YouTube channel and wrote Solo 401(k): The Solopreneur’s Retirement Account.

DISCLAIMER

This discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Rochelle and The Soloist Life podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.

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