『The Financial Flow』のカバーアート

The Financial Flow

The Financial Flow

著者： Tidepool Wealth Strategies
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このコンテンツについて

Short-form podcast about critical financial planning topics, primarily for the self-employed, but applicable to nearly anyone wanting to be better informed about financial planning, and the ways to be better prepared for retirement. Topics ranging from basic financial education to more complex retirement and financial planning topics, including cash flow, tax planning, risk management and portfolio management.

You can learn more about Phillip Smith, CRPC AIF (Financial Planner), Tidepool Wealth Strategies, and how we serve our valued clients at:
https://www.tidepoolwealth.com/

or by connecting with Phillip on LinkedIn at
https://www.linkedin.com/in/tidepoolwealth/

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//Disclosures://
This podcast is intended for educational purposes only and should not be used for any other purpose. The views depicted in this material should not be considered specific advice or recommendations for any individual, are not intended to be financial, tax, or legal advice and are not representative of Tidepool Wealth Strategies or Cetera Advisor Networks LLC. For a comprehensive review of your personal situation, always consult with a financial, tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice.

Our office address is 450 Country Club Road Suite 350 Eugene Oregon 97401. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker-dealer and registered investment adviser, and member of FINRA and the S I P C. Cetera is under separate ownership from any other named entity.

Retirement planning. Retirement Advice. Financial Advice. Financial Planning for the Self-employed. Self-employed retirement. Wealth management.

#retirement #money #investing #financialplanning #taxes #taxplanning #selfemployed #solopreneur #soleproprietor #financialplanner #oregon #TidepoolWealth #smartmoney #retirementplans #insuranceplanning #401k #RothIRA #businessowner

© 2025 The Financial Flow
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  • Data-Driven Business Growth is the Key to Long-Term Success

    Data-Driven Business Growth is the Key to Long-Term Success
    2024/12/30

    In what will be the final episode of The Financial Flow, I reflect on how important data analysis can be to business decisions, especially as it relates business growth and determining your ideal client/target marketing audience.

    Using TWS as an example, I discuss how paying attention to the data has resulted in a shift of focus, orienting us toward an ideal client that has commonly felt like a natural fit, but through data has been confirmed as an area (niche) we should put more emphasis on.

    For those of you nearing retirement, tune in to our new series, focused on late-career professionals who see the retirement milestone drawing near:

    The Perfect Retirement Plan?

    Thanks for tuning in to Financial Flow, brought to you by Tidepool Wealth Strategies. Until next time, stay resilient – and plan to retire well!

    Tidepool Wealth Strategies website
    Phillip Smith, CRPC AIF LinkedIn
    続きを読む 一部表示
    8 分
  • The Retirement Planning Disaster Most Self-Employed Professional Face

    The Retirement Planning Disaster Most Self-Employed Professional Face
    2024/12/23

    Stop me if you’ve heard this one before: a small business owner dedicates decades of their life to building a business that is stable, provides for their family, and is a meaningful part of the local community. They invest their time and earnings into creating a valuable business. And the business thrives on relationships. When it comes time to cash in, sell the business, and retire on the money generated from the sale, the business owner discovers that nobody wants to pay asking price, because the thing of greatest value to that business is the human capital – the business owner!

    In this episode of The Financial Flow, I cover some of the challenges that solopreneurs face when considering retirement, from not have an employer-sponsored retirement plan to business sale being the only retirement plan. Additionally, I discuss the risk of not having a long-term back-up plan, and missed tax-savings opportunities.

    Thanks for tuning in to Financial Flow, brought to you by Tidepool Wealth Strategies. Until next time, stay resilient – and plan to retire well!

    Tidepool Wealth Strategies website
    Phillip Smith, CRPC AIF LinkedIn
    続きを読む 一部表示
    9 分
  • Social Security Strategies for Self-Employed Retirees

    Social Security Strategies for Self-Employed Retirees
    2024/12/16

    In this episode, we wade a little further into the topic of Social Security, and look at the different claiming strategies available. We also look at why/how delaying longer could be financial beneficial, and cover a real life example of the impact that claiming early (or delaying) can have on a retirees income.

    Thanks for tuning in to Financial Flow, brought to you by Tidepool Wealth Strategies. Until next time, stay resilient – and plan to retire well!

    Tidepool Wealth Strategies website
    Phillip Smith, CRPC AIF LinkedIn
    続きを読む 一部表示
    8 分
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