Margaret Koosa – Financial Firm Serving with Business Owners
Today we are speaking with Maggie Koosa, CEO of The Alchemists, which is a financial advisory firm that specializes in working with business owners and entrepreneurs.
Why do you work with business owners and entrepreneurs?
What is a common blind spot for business owners?
We hear the term “cashflow” a lot when it comes to start-up’s and businesses succeeding. Why is this so important?
What is a common misconception business owners have regarding planning for retirement?
Can you explain 1 do and 1 don’t for business owners with a 401k plan?
How can you help business owners pay less taxes?
Why should business owners opt in regarding workers comp?
You’ve said that you take a team approach to working with business owners, what does that mean?