Episode 280: Ask a Wealth Manager - How to Save, Invest & Retire in your business

In this episode of Female emPOWERED, Christa Gurka sits down with Sandy Taylor, a Vice President Senior Financial Consultant at Charles Schwab, to discuss what small business owners really need to know about financial planning. From retirement accounts to investment strategies, Sandy breaks down complex concepts into clear, actionable advice.

They talk about how to start investing even if you don’t have a ton of cash, what retirement account is best for your situation, and the key roles that make up your financial support team. Whether you're just starting out or looking to build long-term wealth and freedom, this episode is a must-listen.

Key Points Discussed:
Ever wonder if you’re doing enough to plan for your financial future as a business owner? In this episode, you’ll learn:

• What types of retirement plans are available to small business owners (and how to choose the right one)
• Where to start with investing if you don’t have a huge cushion
• Why diversification and risk tolerance matter more than timing the market
• Who you really need on your financial team—and what each of those roles does
• The one question to always ask a financial advisor before hiring them

 If you’re ready to take control of your financial future, connect with a professional who can guide you. Visit schwab.com or stop into one of their 300+ locations nationwide to speak with a consultant. You can also call their 1-800 number to get started.

And remember - whether you’re investing $500 or $50,000, it’s never too early to start. Review your current financial accounts, ask smart questions, and start planning for the future you want.

Download the Financial Planning Checklist here!

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Want to connect with Christa or ask a question about today’s episode? Send her a DM over on Instagram @ChristaGurka, or visit www.christagurka.com for free resources, coaching options, and more.

Thanks for tuning in to Female emPOWERED - see you next week!