Hustle-Free Entrepreneur

Navigating Retirement Planning for Entrepreneurs

Jese Gary Season 1 Episode 12

In this episode of The Hustle Free Entrepreneur Podcast, host Jese Lewing Gary is joined by financial strategist Leonard Poteat Jr. to discuss retirement planning for entrepreneurs. They uncover small business owners' common retirement mistakes and how to shift their mindset to prioritize long-term retirement goals.

 

Leonard shares practical strategies for budgeting, choosing the right retirement savings accounts, and working with a financial planner. If you're a business owner unsure where to start or feel behind, this episode will help you take the first step toward a more secure financial future.

 

What You’ll Learn:

  •  Why financial literacy is key for business owners
  • How to treat savings as a business expense
  • Retirement plan options for entrepreneurs (SEP IRA, Solo 401(k), etc.)
  • The mindset shift from hustle to financial stability
  • The importance of tax strategy and diversification
  • How to automate your savings for consistency
  • Real-life success stories from entrepreneurs

 

Connect with Leonard Poteat Jr.:

🔗 Financial Workbook - https://www.larrypoteatjr.com/shop
🔗 Services:
1 on 1 Financial Sessions
- Financial Reset Bootcamp
- Financial Transformation Package
- Financial Freedom Partnership

📌 Resources Mentioned:
🔗 How to Master Vendor Management with HoneyBook - https://chipper-creator-3415.kit.com/9d4bbad380

 

Let’s connect!

Follow Jese on Instagram: @greeneyedambition

Learn more about back-office success for event businesses: greeneyedambition.com

 

 Don’t forget to subscribe and leave a review if this episode gave you clarity around your retirement goals!

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🚀 Ready to streamline your business and ditch the hustle? Grab my free resources at https://stan.store/greeneyedambition.

📲 Let’s Connect!
📌 Instagram: @greeneyedambition
📌 Website: greeneyedambition.com

Until next time, keep building smarter—not harder!

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