About this episode

This episode discusses critical aspects of retirement planning for small business owners, including taxes, Social Security, and legacy planning.

On this episode of Retire Right with Shawn Mueller, the conversation focuses on one or more of the most critical aspects of retirement planning, such as managing taxes, understanding Social Security benefits, evaluating long-term care needs, preparing for market fluctuations, and establishing an effective legacy plan. Shawn Mueller and James Parker tackle the latest financial headlines that may affect your retirement, talk through common questions and situations faced by retirees, and discuss the behavioral side of money decisions. Each episode aims to inform, educate, and help you think critically about strategies, risks, and the evolving world of retirement.

People in this episode

Host: Shawn Mueller

Guest: James Parker

Topics covered

• retirement planning
• tax management
• Social Security benefits
• long-term care
• market fluctuations
• legacy planning

Keywords

• retirement
• small business
• financial planning
• taxes
• Social Security
• long-term care
• market risks
• legacy

More episodes of Retire Right with Shawn Mueller

• Marathon of Her - April 18, 2026 · April 18, 2026 · 50 min
• Tackling Twin Threats of Taxes and Inflation - April 11, 2026 · April 11, 2026 · 50 min
• Legacy Planning - March 14, 2026 · March 14, 2026 · 50 min
• Retirement Income Planning - February 07, 2026 · February 7, 2026 · 50 min
• Retirement Optimism - January 24, 2026 · January 26, 2026 · 50 min
• Act Your Age (Asset Allocation) - January 17, 2026 · January 19, 2026 · 50 min

Explore listener stats, chart rankings, contacts and more on the Retire Right with Shawn Mueller podcast page.