Financial Challenges in Retirement: Expert Advice From a Seasoned Bookkeeper | EPISODE 10
1:15 Tell me why you chose to go into bookkeeping.
1:54 What exactly does bookkeeping entail?
2:24 Are there some common challenges that businesses face when they're doing their bookkeeping?
4:28 What key financial reports should business owners or entrepreneurs be looking at regularly?
6:27 What advice would you give business owners regarding their bookkeeping practices?
7:48 More on the reason why proper bookkeeping is essential
13:21 You should never pay a vendor or a contract labor person without getting a W-9 filled out first
14:17 Can you tell us your journey that has led you to retiring?
16:42 What are some of the biggest fears and concerns about retiring?
17:30 How does one emotionally prepare for retirement?
18:00 What steps do you take to financially prepare for retirement?
21:23 What are some of the biggest challenges you faced in regards to getting ready for retirement?
23:00 How do you think retirement today is different from previous generations?
24:15 What role do you think society should play to support retirees?
Our guest today on The Wealthy Wallet is our beloved bookkeeper Yvonne Hambright.
The purpose of this podcast is to give you tax tips, strategies, information on new tax law changes, and give you new tools to help you navigate life's unexpected financial curveballs, all in hopes to give you more money to put back into your wallet.
Podcast Host Monika Hengesbach has more than 30 years of experience in financial services. She’s an enrolled agent, an NTPI Fellow, and CEO at Decision Financial Services.
Work with Monika Hengesbach:
https://www.DecisionFinancial.com
DECISION FINANCIAL
535 Silicon Dr. Ste 101
Southlake, TX 76092
Office: 1-817-268-9352
Fax: 1-800-860-6042
contact@decisionfinancial.com
1:54 What exactly does bookkeeping entail?
2:24 Are there some common challenges that businesses face when they're doing their bookkeeping?
4:28 What key financial reports should business owners or entrepreneurs be looking at regularly?
6:27 What advice would you give business owners regarding their bookkeeping practices?
7:48 More on the reason why proper bookkeeping is essential
13:21 You should never pay a vendor or a contract labor person without getting a W-9 filled out first
14:17 Can you tell us your journey that has led you to retiring?
16:42 What are some of the biggest fears and concerns about retiring?
17:30 How does one emotionally prepare for retirement?
18:00 What steps do you take to financially prepare for retirement?
21:23 What are some of the biggest challenges you faced in regards to getting ready for retirement?
23:00 How do you think retirement today is different from previous generations?
24:15 What role do you think society should play to support retirees?
Our guest today on The Wealthy Wallet is our beloved bookkeeper Yvonne Hambright.
The purpose of this podcast is to give you tax tips, strategies, information on new tax law changes, and give you new tools to help you navigate life's unexpected financial curveballs, all in hopes to give you more money to put back into your wallet.
Podcast Host Monika Hengesbach has more than 30 years of experience in financial services. She’s an enrolled agent, an NTPI Fellow, and CEO at Decision Financial Services.
Work with Monika Hengesbach:
https://www.DecisionFinancial.com
DECISION FINANCIAL
535 Silicon Dr. Ste 101
Southlake, TX 76092
Office: 1-817-268-9352
Fax: 1-800-860-6042
contact@decisionfinancial.com
