Financial Planning Insights with Justin Rush: Navigating Retirement and Small Business Challenges

In this episode of the Small Business Breakthrough series, financial planner Justin Rush from Nemus Rush Wealth Management discusses the nuances of financial and retirement planning for small to medium-sized business owners. The conversation delves into the importance of early planning, tax and estate considerations, and the role of communication among various professionals. Justin shares his journey from a software developer to a financial planner, emphasizing the value of tailored advice to meet diverse client goals. The episode also explores the impact of AI on the industry and concludes with a fun rapid-fire round of questions. 00:00 Introduction to the Small Business Breakthrough Series 00:49 Meet Justin Rush: Financial Planner Extraordinaire 01:08 The Core of Financial Planning and Retirement 02:47 Tailored Financial Solutions for Small Business Owners 04:40 Unique Approaches in Financial Planning 06:54 The Importance of Communication in Financial Planning 08:42 Future Trends in Financial Planning and AI 12:07 Lightning Round: Fun and Quick Questions 16:18 Conclusion and Contact Information