Latest Episodes
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
October 22, 2020
034: Taxes in Retirement: Part 2
In the previous episode of this podcast, we explored what taxes currently mean for retirees - and why taxes are the most expensive thing...
00:17:19
October 16, 2020
033: Taxes In Retirement: Part 1
Taxes are the single biggest expense that people have in retirement. Everyone wants to have a plan in place to deal with them, but...
00:20:10
October 01, 2020
032: How to Best Utilize Life Insurance
Many people buy the wrong life insurance products. It’s easy to make bad decisions when you don’t have a concrete financial plan in place,...
00:20:25