The Actionable Intel Podcast
5 Retirement Strategies for Small Business Owners
Meet the Guest
Shannon Woolley
Show Notes
: In this episode, Jim Woolley, Sr. Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ and co-host Shannon Woolley, Vice President of Operations & Marketing, discuss 5 Retirement Strategies for Small Business Owners. We give you a light-hearted overview of some serious topics that business owners should consider and address.
The five strategies, in a nutshell, are:
- The Retirement Roadmap
- Your Exit
- Business Reinvestment and Retirement Savings
- Get Sufficient Life and Disability Insurance Coverage
- Outside Support
About the Podcast
Tired of financial news that feels more like entertainment than guidance?
The Actionable Intel Podcast, hosted by Jim Woolley, Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™, is here to cut through the noise. Designed for small-business owners and entrepreneurs, each episode delivers insights you can actually use—no fluff, no hype.
What you’ll get:
- Clarity & confidence. Navigate complex financial topics without the fear or FOMO.
- Actionable advice. Practical tips to make smarter financial decisions for your business and personal wealth.
- Strategies that work. Insights you can apply immediately to grow, protect, and plan for your future.If you want financial guidance you can actually act on, this is the podcast for you. Tune in and turn intel into action.
Connect with the host:
Jim Woolley
Disclosure
The opinions voiced in the Actionable Intel Podcast with Jim Woolley, Sr. Wealth Advisor, CERTIFIED FINANCIAL PLANNER of Mammoth Financial, are for general information only and are not intended to provide specific advice or recommendations for any individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.
Guests on The Actionable Intel Podcast are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.