Wealth Planning For Micro-entrepreneurs By Taylor Matthews
Wealth management doesn't need to start after you've made it. Learn about the steps you can take now to secure your future and position you for success as you and your business grow.
- Structuring your savings to balance multiple goals
- Fully utilize tax-advantaged accounts available to you as a business owner
- Build a team of advisors to act in your best interest
About the speaker:
Taylor Matthews is the Founder of Farther Finance. Farther blends personalized advice with powerful technology to help you organize your financial life and get your money working for you. Prior to founding Farther, Taylor previously managed $1B in assets as a leadership team member at ForUsAll, a fintech retirement advisor; he founded Essmart, a social enterprise that distributes hard-to-get products in southern India, creating 120+ jobs across 24 distribution centers; and he began his career as an investment banker and management consultant. Taylor graduated from MIT's Sloan School of Management and Yale University.