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Gabe Nelson
Owner-operator of a registered investment advisory firm providing financial planning and investment advisory services to solopreneurs.
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11 snips
Apr 4, 2022
• 45min
482. Gabe Nelson, Financial Planner for Solopreneurs
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Gabe Nelson, a seasoned financial planner and owner of an advisory firm, shares invaluable insights for solopreneurs. He discusses personalized financial planning, emphasizing cash flow management and the significance of a solid insurance plan. Gabe dives into retirement strategies, like maximizing SEP IRAs versus solo 401(k)s, and highlights the tax benefits of S Corporations. He stresses the necessity of comprehensive estate planning and offers practical tips on setting up emergency savings and wills. Tune in for expert strategies that could transform your financial approach!
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