Latest Episodes
January 29, 2021
040: Health & Wealth: Why Both Are So Important - Part 2
Staying in shape has a huge impact not just on your physical health, but your mental and financial health as well. If you want...
00:40:14
January 15, 2021
039: Health & Wealth: Why Both Are So Important
Every new year, people make resolutions to lose weight or just get in shape. So, what does that have to do with retirement? It’s...
00:34:05
December 30, 2020
038: Charitable Giving with Pat Puhl - Part 2
In the first part of this series, Pat Puhl joined the podcast to talk about operating a sustainable nonprofit in 2020, what he did...
00:14:37
December 23, 2020
037: Charitable Giving with Pat Puhl - Part 1
Charitable giving is more important now than ever before. The challenges, setbacks, and losses caused by COVID-19 have affected not just families and businesses,...
00:30:20
November 26, 2020
036: How Does a 401k Plan Work?
Business owners have a lot of choices when it comes to providing employee benefits, and one of the biggest benefits available is the 401(k)....
00:31:32
November 05, 2020
035: How To Protect Your 401(k)
For many people, the 401(k) is one of the biggest parts of their retirement portfolios. In times of great uncertainty, and especially of market...
00:18:51