In The Money Retirement Planning

Welcome to In The Money Retirement Planning.

I’m Marc Lowe, CFP®, and I help business owners and independent professionals turn their hard work into long‑term wealth, lower lifetime taxes, and build a clear path to retirement.

On this channel, you’ll find straightforward videos on tax planning, cash‑flow strategy, business exit planning, and the real decisions that move the needle—not just investment talk.

If you’re a business owner who wants to be intentional about your money and your future, you’re in the right place. Let’s build a plan that helps your business support the life you want.