Episode 134 – Planning Your Financial Future: Insights from Mitzi Swaffer

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Welcome to the latest episode of the Apex Business Advisors podcast! We pick up our conversation with Mitzi Swaffer from MS Financial. Mitzi brings her expertise to discuss the importance of planning your financial future and preparing for a successful business exit.

In this episode, Mitzi shares unique insights on the differences between financial strategies for female and male business owners. She highlights the long-term planning approach often favored by women and the challenges men face with short-term market chasing. The conversation also delves into the risks of not having a proper exit plan, the impact on employees, and the critical role of estate planning for business owners.

Listeners will enjoy practical advice on transitioning into retirement, including real-life examples of phased retirement strategies and the psychological phases retirees often experience. Mitzi and Andy discuss tools like risk assessments and owner readiness surveys to help business owners prepare for their next chapter.

Tune in for an engaging and informative discussion that will help you navigate the complexities of financial planning and ensure a smooth transition when the time comes to exit your business.

For more insights and to connect with Mitzi Swaffer, visit MS Financial Resources or call 913-529-2304.