Margaret Koosa – Financial Firm Serving with Business Owners

 In Business, Podcast

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?


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