Farmer Financial Success Community

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Access the Financial Success Toolkit

  • 10 Year Success Roadmap

  • Farmer's Cashflow Guide

  • Where Your Next Dollar Goes

  • Guide to Sustainable Investing

  • Funding Your Kids' Future

  • Farm Scale Decision Calculator

  • Retirement Account Pathfinder

  • Tax Savings Toolkit

  • And 40+ More Tools

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Community Financial Learning

An hour-long facilitated conversation for farmers.

These are not webinars. These are 15 minute financial micro-lessons and a 45 minute peer-based decision lab.

Space is limited to 15 participants. No recordings. No AI agents.

  • A quick walkthrough of where labor, benefits, family payroll, health insurance, and retirement actually show up on Schedule F — and how those lines affect real decisions, not just taxes.

  • A practical walk-through of New York–specific farm credits, with a strategic take on the farm workforce retention credit

  • A decision-making framework for choosing between IRAs, Roths, and small-business retirement plans based on income timing, tax strategy, and administrative reality and a review of the New York Secure Choice Savings Program.

  • Too many approaches take a snapshot view of your budget, but real planning looks ahead. I’ll show you how a simple scenario planning tool with a decision matrix and key calculations can connect future household needs to farm viability.

  • A practical comparison of 529s, UTMA/UGMA accounts, and newer options, focused on flexibility, taxes, and avoiding common mistakes that limit future choices. And a breakdown of the so-called Trump Accounts.

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Launching Spring 2026: The Podcast

Farmer Financial Success is a podcast for farmers making long-term financial decisions and building wealth on their own terms.

I’m Michael Robertson, CFP®, financial planner and tax preparer, husband, dad, steward, shepherd, former seven-figure farm business owner, and a champion of small farms making big impacts.

I want to help give you the tools to make clear long-term decisions and thrive within the financial system in a way that actually fits your life and farm.

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