If it feels overwhelming or like something “for later,” you’re not alone. But once you understand a few key principles, it starts to make a lot more sense—and a lot more opportunity opens up.
WHAT YOU’LL LEARN:
- Why retirement plans are worth it, even for small teams.
- How to take advantage of startup tax credits and deductions.
- What ERISA means for MedSpa owners and fiduciary duties.
- The benefits of Target Date Funds and QDIAs for employees and owners.
- How to match your plan to employee risk profiles and turnover.
- Why defined contribution plans work best for MedSpas.
- The role of 321 vs. 338 fiduciaries in simplifying your plan.
Tags:
medspa owner, market timing, long-term investing, financial discipline, compound growth, emotional investing, investment strategy, retirement planning, wealth accumulation, stock market volatility, consistent savings
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