Navigating Business Owner Stress: Taxes, Talent & Legacy Planning
In this episode of Future Focus, host Troy Branch sits down with financial professional, Keith Gillies, to explore the main sources of business owner stress and what can be done to navigate them. Keith brings decades of experience and a sharp focus on helping business owners thrive.
Together, they unpack the biggest challenges facing business owners today—from taxes and succession planning to cash flow, employee retention, and balancing personal and business wealth. Keith shares his experience helping owners navigate these issues and their financial future.
Topics covered:
- Tax planning with intention.
- Succession and legacy: why it matters.
- Recruiting, retaining, and rewarding key talent.
- Shifting the mindset of personal vs. business wealth.
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Future Focus: A Financial Strategies Podcast
Welcome to Future Focus, a podcast designed to make sense of complex financial topics. Hosted by Troy Branch, a professional with over 25 years in the financial services industry, this Ameritas advanced planning podcast offers engaging panel discussions that simplifies the jargon into straightforward insight.
Whether you’re a business owner aiming to enhance your financial knowledge or someone interested in financial literacy, Future Focus is your go-to resource. Each episode provides practical tips covering topics like estate planning, managing risk, retirement strategies for business owners and much more.
Learn more about Ameritas: https://www.ameritas.com/about/
Find a financial professional who can help: https://www.ameritas.com/contact/find-a-financial-professional/?utm_source=podcast&utm_medium=referral&utm_campaign=future-focus
Disclosures
The information presented here is not intended as tax or other legal advice. For application of this information to your specific situation, you should consult an attorney.
Keith Gillies is not an affiliate of Ameritas or any of its affiliates.
This podcast is for informational purposes only and will cover a variety of topics examining the role insurance and other financial products may play in financial decisions. The information presented here is not intended as tax, accounting, or other legal advice. If tax or other legal advice or other expert assistance is required, the services of a competent professional should be sought.
This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company. Subsidiaries include Ameritas Life Insurance Corp. In Lincoln, Nebraska and Ameritas Life Insurance Corp. of New York (licensed in New York) in White Plains, New York. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas®, visit ameritas.com.
Ameritas® and the bison design are registered service marks of Ameritas Life Insurance Corp.
Fulfilling life® is a registered service mark of affiliate Ameritas Holding Company.
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