The Importance of Comprehensive Estate Planning

Gabe Nelson is the owner operator of a registered investment advisory firm, a fee-based financial planning and investment advisory services to solopreneurs and self-employed professional clients. In today’s episode, Gabe talks about the important details of financial planning for solo entrepreneurs.   Access Gabe’s book, The Solopreneurs Money Manifesto on Amazon, listen to his podcast, Solopreneur Money, or visit his website, GabeNelsonFinancial.com.   Key points include:

04:22: The services of a financial advisor

10:16: Insurance planning

20:27: Retirement accounts

31:38: Tax changes for an S corporation

Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.