EP18 | Time to Discuss Retirement Options for Small Business Owners… Are You Ready?! Featuring Guest Romy Pickron, CFP®

Ever wonder how you, the fearless entrepreneur, can rock your retirement planning? In the latest episode of Beyond the Receipts I was able to dive into this question with our very first guest on the pod, financial guru, Romy Pickron!  In my interview with her, we explored exciting options for solopreneurs and small businesses to stash away cash for their golden years.

From IRAs to employee plans like SIMPLE and SEP IRAs, Romy, a CERTIFIED FINANCIAL PLANNER™, shares expert insights on maximizing tax advantages and sidestepping pesky penalties. The bottom line? There are tailor-made retirement savings options waiting for bold trailblazers like you!

Romy Pickron, CFP®, isn't just about acronyms. She's on a mission to empower everyday people, especially first-generation wealth builders, to achieve financial freedom.  As the founder of Asset Achievers, a virtual financial management platform, she's got your back.  She's also co-founded Reducify, a fintech app aiming to crush student debt – major bonus points there! Romy is an active member of the Association of African American Financial Advisors (AAAA) and has been recognized for her financial wisdom.

Ready to take charge of your financial future? Tune into Beyond the Receipts Podcast to hear the full conversation!

Links:

• Follow Romy Pickron, CFP® on Instagram: https://www.instagram.com/assetachievers/
• Check out the website: https://assetachievers.com/
• Connect with Romy: info@assetachievers.com
• Follow The Tax Minded Bookkeeper on Instagram: https://www.instagram.com/taxmindedbookkeeper/
• Follow The Tax Minded Bookkeeper on Facebook: https://www.facebook.com/bbizsolution
• Book your Discovery Call: https://calendly.com/bbizsolution/discovery-meeting-w-taxmindedbookkeeper
• Check out the website: https://bbizsolution.com/
• Tax Resources & Free Downloads: https://bbizsolution.com/resources
• The Tax Minded Bookkeeper CEO Tax & Bookkeeping Membership: https://bbizsolution.com/membership
• Learn more about Fidelity Investments Small Business Retirement Plan: https://www.fidelity.com/retirement-ira/small-business/compare-retirement-plans
• Celebrating Financial Literacy Month – Entrepreneurial Financial Leader Series: https://medium.com/@subscribe_78864
• Apply to be featured as a Financial Leader by sending a request to: hello@bbizsolution.com