FINANCIAL WELLNESS
Smart strategies for managing money while running a business in retirement—balancing income, taxes, benefits, and long-term goals
Why Financial Planning Changes When You Start a Business After 55. You’ve stepped into a new chapter—one that blends freedom, purpose, and a little extra income. But here’s what many people don’t expect: starting a business after 55 also changes the way you need to think about money.
Ready to step back from your second-act business? Learn how to sell, transfer, or close your retirement business with confidence and financial clarity.
Running a business in retirement? Discover 2025’s best tax strategies for side hustlers, freelancers, and retiree entrepreneurs—including key deductions and tips.
Get the best budget template designed for retiree entrepreneurs. Track income, plan for taxes, and manage personal and business expenses with ease.
Thinking of using your 401(k) or IRA to fund a second-act business? Here’s what retirees need to know before tapping retirement savings for entrepreneurship.
Learn how business income affects your Social Security benefits. Avoid penalties and optimize timing with these smart planning tips for retiree entrepreneurs.
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✍️ About the Author
Curt Roese is a CPA, entrepreneur, real estate broker, and a graduate student in entrepreneurship at the University of Florida. With over 40 years of experience in finance, small business, and real estate, Curt understands the challenges and opportunities that come with embarking on a new chapter after retirement.
He Founded Retirepreneur to help others navigate this transition, offering straightforward tools, honest advice, and practical strategies for launching second-act businesses.
His mission is to empower retirees to live a vibrant, fulfilling, financially secure future!
