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Economic Commentary

Podcast: Helping your business owner clients navigate current economic pressures

June 24, 2024
By Kathy Bostjancic
By Juan José (JJ) Perez
business owner standing next to open sign on door

Key Takeaways:

A recent Nationwide Retirement Insights® survey on Economic Pressures revealed that 62% of retirement aged (60-65) business owners rated current conditions in the U.S. economy as fair or poor. Financial professionals have a unique opportunity to be the consultative support that their business owner clients are looking for and need when it comes to guidance on retirement planning, succession planning, and other additional solutions for their business.

Drawing from our recent survey, Nationwide’s Chief Economist, Kathy Bostjancic and President of Nationwide Corporate Solutions, JJ Perez, discuss the current economic pressures felt by business owners and how financial professionals can be a valuable business partner.

Some of the topics discussed in the podcast include:

    • General view of the economy
    • Labor market
    • Succession planning
    • Interest rate outlook

 

 

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Disclosure Statement:

  • The information provided by Nationwide Economics is general in nature and not intended as investment or economic advice, or a recommendation to buy or sell any security or adopt any investment strategy.

    Additionally, it does not take into account any specific investment objectives, tax and financial condition or particular needs of any specific person. The economic and market forecasts reflect our opinion as of the date of this report and are subject to change without notice. These forecasts show a broad range of possible outcomes. Because they are subject to high levels of uncertainty, they will not reflect actual performance. We obtained certain information from sources deemed reliable, but we do not guarantee its accuracy, completeness or fairness.

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