White hexagonal shapes layered on a light gray background creating a modern geometric pattern.

When Your Trucks Are Your Retirement Plan

04.29.25 -- The freight business is built on movement — but when the economy slows, so does opportunity.

With inflation sticking, growth slowing, and tariffs quietly driving up costs, many logistics owners are asking a version of the same question: Is my business still my retirement plan?

The Current Market Landscape

  • Tariffs are increasing input costs — from parts and maintenance to insurance and labor.
  • GDP growth forecasts are dipping below 1%, and core inflation — tracked by the Personal Consumption Expenditures Index — is projected to approach 4% over the next year, according to recent market outlooks.
  • Freight volumes are softening, and spot rates remain under pressure.
  • At the same time, consolidation is accelerating — and buyers are being more selective.

If you haven't re-evaluated your company's value recently, it might not reflect today's tighter environment. Timing matters, and uncertainty is rising.

Common Pitfalls for Freight Founders Many owners in this space are all-in — and that can work great in boom years. But today's climate exposes a few key risks:

  • Overconcentration: Too much personal wealth is tied up in trucks, equipment, or rolling contracts.
  • No backup liquidity: If a sale gets delayed — or falls through — there's often no bridge plan in place.
  • Rising debt, falling rates: Low freight rates combined with higher borrowing costs can erode profitability faster than expected.
  • All chips on the table: Retirement hopes are often tied to how the next 6-12 months play out.

These are fixable problems — but they require proactive planning.

How to Protect and Position You don't have to overhaul your life or sell tomorrow.

But a few smart moves now can help you stay in control — no matter what the market does.

  • Diversify outside the business. Even modest shifts into more liquid investments can lower your personal risk.
  • Create a structured exit plan. The "right buyer" rarely just shows up. Get ahead of the process.
  • Use tax-efficient strategies. Profit-sharing plans, deferred comp, or cash balance plans can help you build personal wealth while lowering your tax burden.
  • Preserve flexibility. In volatile times, capital preservation = optionality. That's power.

Closing Thoughts You've built something real — a business that runs, scales, and supports others. You deserve to turn that into lasting financial security.

If any of the steps above feel like a blind spot or a back-burner issue, I can help you identify where to begin — and execute with confidence.

Subscribe to our Newsletter

HWM WEALTH   1050 Crown Pointe Parkway, Suite 500, Atlanta, GA 30338