Small Business Owners: Navigating Social Security and Succession Planning

Small Business Owners: Navigating Social Security and Succession Planning

From The Retirement Learning Lab by Van Richards, ChFC®, RICP®

September 13, 2025 · 24 min · Season 2025 · Episode 15

About this episode

Van Richards discusses the intersection of Social Security strategy and business succession planning for small business owners.

Send us Fan Mail If you're a small business owner, your retirement planning is nothing like your employees'. Your business isn't just your job - it's your biggest asset and your retirement plan all rolled into one. This creates a perfect storm of challenges that most owners never see coming. In this episode, Van Richards breaks down the critical intersection between Social Security strategy and business succession planning. You'll discover why these two elements must be coordinated from the s...

People in this episode

Host: Van Richards

Topics covered

  • Social Security
  • succession planning
  • small business owners
  • retirement planning
  • business assets

Keywords

  • retirement planning
  • Social Security strategy
  • business succession
  • small business
  • asset management

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