Retirement Planning Archives - RS Asset Management

Transition Coaching for Business Owners | Redefining Purpose After the Exit

Key Takeaways: Transition coaching for business owners bridges the gap between success and significance. Most founders underestimate the emotional complexity of post-exit life. Coaching provides structure for redefining identity and purpose. Integrating coaching with fiduciary planning ensures clarity and confidence. RS Asset Management coordinates with your coaching and advisory team for seamless support. Table of [...]

rsassetmanagem2025-11-30T13:21:40-07:00Retirement Planning, Wealth Management Strategies|

Family Dynamics After a Business Sale | Navigating Change and Preserving Harmony

Key Takeaways: A liquidity event reshapes roles and expectations within families. Honest dialogue and clear structure reduce the business sale emotional impact. Purposeful planning prevents misunderstandings around inheritance and support. Coordinated legacy planning business owner frameworks promote unity. Professional guidance and transition coaching for business owners create stability and trust. Table of Contents: How Wealth [...]

rsassetmanagem2025-11-30T13:15:34-07:00Retirement Planning, Wealth Management Strategies|

The Emotional Side of Selling a Business | Finding Purpose After the Exit

Key Takeaways: The emotional side of selling business often surprises even seasoned founders. A structured transition plan helps balance identity, purpose, and financial clarity. Processing the business sale emotional impact is a sign of wisdom, not weakness. Reflection and mentorship transform loss into legacy. Support from fiduciary advisors and transition coaching for business owners creates [...]

rsassetmanagem2025-11-30T13:12:05-07:00Retirement Planning, Wealth Management Strategies|

Managing Sudden Wealth | From Liquidity to Long-Term Stewardship

Key Takeaways: Managing sudden wealth requires structure, not speed. Define liquidity buckets to balance near-term goals and future impact. Integrate tax, trust, and business owner estate planning before allocating capital. Emotional readiness matters as much as technical execution. Partner with fiduciary professionals who anchor planning to purpose. Table of Contents: The Psychology of Sudden Wealth [...]

rsassetmanagem2025-11-30T13:06:33-07:00Retirement Planning, Wealth Management Strategies|

Preparing for the Wire | Financial Planning Before the Business Sale Close

Key Takeaways: The liquidity event is a financial transition, not just a transaction. Aligning cash-flow and tax logistics before closing reduces stress. Proper account setup makes the wire transfer after business sale smooth and secure. A coordinated financial planning business sale checklist ensures readiness for post-exit management. Collaboration with your advisors — legal, CPA, and [...]

rsassetmanagem2025-11-30T13:07:13-07:00Retirement Planning, Wealth Management Strategies|

Business Valuation Expert | Maximizing the True Value of Your Company

Key Takeaways: A business valuation expert clarifies what your company is really worth and why. Independent valuation protects you in negotiations and sets credible expectations. A structured pre-sale business audit reveals hidden value drivers and risk gaps. Early business sale due diligence prevents last-minute surprises that cost price and trust. Objective advice from an RS [...]

rsassetmanagem2025-11-30T13:07:56-07:00Retirement Planning, Wealth Management Strategies|

Wealth Management After Business Sale | Protect and Grow Your Next Chapter

Key Takeaways: Your liquidity event is the beginning, not the end, of financial design. Early tax and estate coordination lay the foundation for wealth preservation after exit. A structured "Wealth Operating System" gives purpose and control to new capital. Emotional clarity matters as much as allocation—align money with meaning. Partnering with an RS Asset Management [...]

rsassetmanagem2025-11-30T13:08:21-07:00Financial Planning, Retirement Planning, Wealth Management Strategies|

Should I sell my home, if I am moving closer to my children?
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Should I sell my home, if I am moving closer to my children?

Should I sell my home, if I am moving closer to my children?

It’s a question I answer more frequently, in fact it was the topic of conversation yesterday. My answer, let’s frame it where you have choices. I like to frame the decision both ways. Sell or not sell, or maybe delay the sell decision, spend time closer to or with your kids for a period [...]

Relish Studio2025-11-30T13:16:43-07:00Financial Planning, Retirement Planning|

The Retirement Gap
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The Retirement Gap

The Retirement Gap

Often talked about. What is it, what are some of the causes, why does it matter, do you have it, what are some of the unrecognized factors that may contribute, and what to do about it? What is it? The gap is the difference between your retirement expenses and your retirement income from all sources [...]

Relish Studio2021-07-22T10:44:04-06:00Retirement Planning|

What are your goals?
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What are your goals?

What are your goals?

What if you’re just not sure where to start? To get started you can frame your questions using the broad categories in Figure 1. Writing down your thoughts by category will help narrow down your goals and begin to get clarity on what is important to you. Once you have this data, prioritize it [...]

Relish Studio2021-03-31T19:43:07-06:00Financial Planning, Investing, Retirement Planning, Wealth Management Strategies|

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