Investing and Tax Strategies for Entrepreneurs
Scot Landborg, the Co-Founder, partner and senior wealth advisor at Sterling Wealth Partners, a full-service wealth management group specializing in investment and risk management, insurance, retirement and legacy planning joins Enterprise Radio.
Listen to host Eric Dye & guest Scot Landborg discuss the following:
- What are the top investment strategies that entrepreneurs should be considering?
- How can retirement planning help a business owner from a tax perspective?’
- In the tax bill signed last year, any other tax strategies for entrepreneurs?
- How does Social Security planning fit for an entrepreneur? Does it make sense to take it early to help fund a business venture?
- With where the market is today, where are the top opportunities and risks?
TIP: Tax strategy is a critical component that is often overlooked and can be a large business expense. Small business owners and entrepreneurs need to be proactive about understanding and planning for their tax liabilities.
Scot Landborg is co-founder, partner and senior wealth advisor for Sterling Wealth Partners in Tustin, California. Scot started working as a financial planner in 2000 with a desire tohelp those closest to him obtain quality financial advice. Since the beginning of his career, Scot has consistently and intentionally worked for independent financial planning firms, so he could incorporate his commitment to serve his clients as an investment fiduciary and put his clients’ interests first. His philosophy is to advise his clients with the highest level of dignity, respect and professionalism; and only make recommendations that he would make for his own family.
Scot is a former co-host of the nationally syndicated radio show Smart Money Talk Radio and is now the host of his own recently launched podcast, “Retire Eyes Wide Open”, which is available on both iTunes and Google Play. The show airs weekly and provides tips and strategies to demystify the retirement process for those in or entering retirement.
Prior to founding Sterling Wealth Partners, he served as a senior wealth strategist and head of the investment committee for one of Orange County’s premier wealth managementfirms. In addition to his partnership at Sterling Wealth Partners, Scot’s additional experience includes his role as CEO of Bradley Investments and Briggs Development and his current role as CEO of Scot Strategy, Inc.
Scot has extensive experience in all facets of financial planning, including retirement planning, income planning, social security planning, charitable planning and legacy planning. In conjunction with this expertise, Scot also has comprehensive experience in taxes, real estate and business. He is married to his wife, Shannon, and they have a baby boy. They enjoytraveling, especially to Scot’s childhood home in Minnesota, and to the Caribbean where they got married.
About Sterling Wealth Partners
With over 50 years of combined experience, our advisors use a holistic approach to ensure that every aspect of your financial life is addressed. This includes Investment Management, Risk Management, and Insurance, Retirement Accumulation, Retirement Income Planning, Legacy Planning, and Philanthropy. We very much look forward to working with you, so that you can discover the Sterling experience firsthand.
To learn more about Sterling, please visit our website at www.sterlingwpartners.com.
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