Local business owners: Don't overlook retirement plans with Lee Colvin at Edward Jones

Feb 03, 2026 at 11:03 am by Producer



Running a local business means juggling a million priorities, but is your own future falling off the to-do list? In this episode, Bryan Barrett sits down with Edward Jones Financial Advisor Lee Colvin to discuss why a workplace retirement plan is more than just a savings account—it’s a strategic business tool.

Lee breaks down the "double tax advantage" for employers and employees, explains how a robust plan gives you a competitive edge in a tight labor market, and reveals why relying solely on the eventual sale of your business is a high-risk gamble. Whether you are looking to lower your tax bill or protect your personal net worth from market shifts, this conversation provides a roadmap for securing the long-term success of your business and your lifestyle.