Succession Planning and 401(k) Plans With Sue Dawson

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In this episode, Christopher and Katherine (The 401(k)ouple) meet with Susan Dawson in the studio to delve into the critical topic of succession planning for businesses. They share humorous anecdotes, discuss the importance of having a solid plan in place, and explore the intersection of retirement plans and business value. The discussion highlights real-life scenarios that emphasize the need for proactive planning and the role of employees in ensuring business continuity. The conversation also touches on the potential impact of AI in business planning and the importance of having a supportive team of advisors.

We hope this ...