INFOLet’s talk about financing and retirement assets! Do you have retirement assets? Are you really planning well for the future or are your eggs in one basket? Oftentimes, we find that business owners see their business as their sole asset (retirement plan), they may lack other retirement assets (such as a sizable 401K), and lack a succession plan – which could prove detrimental and end up costing them everything. Alicia Chandler, president of Indianapolis-based Oak Street Funding®, a First Financial Bank® company, is our guest expert. Alicia joined Oak Street Funding in 2011, serving as Chief Legal Counsel until her promotion to president in July 2022. During her tenure with Oak Street Funding, she has leveraged her strong understanding of commercial financing to enable a client-focused business approach and customized loan solutions for all of Oak Street’s targeted verticals. Prior to joining Oak Street Funding, she was a partner with Krieg DeVault, LLP. Alicia holds a Bachelor of Science degree from the University of Cincinnati and a law degree from University of Cincinnati’s College of Law. Alicia and her family live in Carmel, Indiana, where they enjoy spending time with their four dogs and with friends, hanging by the pool and riding bikes.
For much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
And don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/
Grab a free offer on how to make better money making decisions:
The Secret to Powerful Money Making Decisions
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com