The PayDay Podcast Sponsored by Payroll Partners24 Syys 2024

Aaron Taylor - Lang Financial

Join us in this riveting episode of the PayDay podcast as Matt Flynn sits down with Aaron Taylor, known in the financial world as 'The Fudushh', hailing from Lang Financial, a distinguished 401K advisor. Together, they dive deep into the intricate world of 401K plans and how they intersect with the realm of payroll. Aaron takes us on an enlightening journey through his illustrious career, starting with his tenure at Fidelity, followed by invaluable experience at a TPA, and culminating in a remarkable 15-year run as an advisor in the vibrant Cincinnati market. He and Matt quickly discovered the importance of expertise and know-how, especially if you didn't attend the 'right' high school.

In this engaging conversation, Aaron breaks down the distinctive roles of an advisor, a TPA, and a record keeper, providing comprehensive insights into their respective functions. Tune in to learn about the intricacies of fund mapping during transitions, and gain a clear understanding of the difference between a 180 and 360 integration with a payroll provider. Aaron also regales us with tales of his first jobs, recounting his preference for outdoor manual labor over being confined within the walls of a restaurant. This eventually led him to embrace the life of a traveling advisor, prioritizing face-to-face client interactions. In a fascinating analogy, we draw parallels between Aaron's role as an advisor and that of a special teams kicker or punter on a football team. You won't want to miss a single moment of this enlightening episode

This podcast is brought to you by Payroll Partners.

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