In this episode of The Accel Advantage Podcast, host Corey Rekers, Partner and President of Property & Casualty Insurance, sits down with Ryan Hervey, JD, Investment Adviser Representative, to unpack the three biggest barriers business owners face when planning for retirement, estate needs, and business succession: difficulty, time, and cost.Ryan shares real-world examples, strategies for efficient and effective planning, all the moving pieces that are part of the process, and more. Whether you’re a business owner, an executive, or simply planning your personal estate, this episode will give you the clarity and motivation to take the first step toward protecting your legacy.Check out our websites: ⁠https://www.accelwealthmanagement.com/⁠ & ⁠https://acceladvantage.com/Follow us on social media for more tips, tricks, and fun!Accel Wealth Management: ⁠Facebook⁠⁠LinkedIn⁠⁠Instagram⁠The Accel Group:⁠Facebook⁠⁠LinkedIn⁠⁠Instagram⁠Chapters00:00 Intro & Meet Ryan Hervey, JD02:07 Understanding Obstacles in Business Succession Planning04:52 Barrier One: Difficulty06:09 The Role of Spouses in Succession Planning08:38 Efficient Planning Strategies10:57 The Importance of Legacy in Planning11:48 Barrier Two: Time15:22 Basic Estate Planning for Non-Business Owners17:06 The Human Element in Financial Planning19:48 Barrier Three: Cost23:58 How To Get Started with Financial and Business Succession Planning27:39 Conclusion28:36 Outro and DisclosureKeywords: financial services, business planning, estate planning, succession planning, retirement planning, financial advisor, business owner

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