LibraryScenariosWhen business partners disagree on pre-retirement strategy
Scenario

When business partners disagree on pre-retirement strategy

My business partner and I are both 58 and we built this company to fund our retirements, but now we're realizing we have completely different risk tolerances for the next decade and I want to play it safe while they want to expand aggressively. Neither of us can afford to be wrong about this and we're starting to make decisions independently instead of together.

Zera
Online
The coach is replying

More people experience this than they realize.

What we've seen

Two people who built something together are discovering their exit strategies are fundamentally incompatible.

Ideas that help explain it
Worth thinking about

“Where Are You with Money in your 50s and 60s — the pre-retirement decade?”

If this sounds familiar, the Library can help you find the bigger picture.