Strategic Planning for Business Owners · 2025-10-14 · 19 min
In this episode of Strategic Planning for Business Owners, host Steven Young, Senior Vice President at UBS and senior member of the Business Transition Consultants team, tackles the most critical question every business owner faces: How do you plan for retirement when your business is your retirement plan? Most business owners have the majority of their net worth tied up in a single, illiquid asset - their company. While this concentration can create extraordinary wealth, it also exposes them to massive vulnerability that traditional employees never face. Steven breaks down why the "my business is my retirement plan" approach is a dangerous trap and reveals the sophisticated strategies successful entrepreneurs use to build true financial independence.
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