Dan Kravitz teaches us how you can bring REAL VALUE with a Cash Balance Plan.
Dan Kravitz has been in the industry for over 25 years. In this episode you will learn why cash balance plans are an account you need to learn and know how to explain. Dan tells us why and how he bui...
27 Loka 202053min
How Wealthy Tiffany went from a 401(k) participant to a successful wealth mentor by age 38.
This episode was a fun look at the 401(k) experience from the eyes of a participant. Tiffany Thomas is an old friend of mine who was sick of working in her 9-5 job so she took action and found a way t...
9 Loka 202027min
Why you MUST partner with the right TPA. A deep dive with Shannon Edwards.
Look I know bundled sounds good in the early stages of a plan, but you may be setting yourself up for a compliance nightmare. Partnering with the right TPA in your 401(k) practice is one of the best w...
5 Loka 202050min
How YOU need to react to the CalSavers program with Tom Frost.
Tom Frost is a 401(k) advisor is southern California doing something super valuable and honestly very unique. He is the founder of The 401(k) Plan Company. His mission is simple, to help employers pro...
29 Syys 202042min
What makes a TOP Retirement Plan Third Party Administrator? (A convo with Ronald Stair)
I had an amazing conversation with Dr. Ronald Stair from Creative Plan Design. If you are looking for some ideas on how to approach the retirement industry as an advisor, wholesaler, or administrator...
25 Syys 202053min
Life and practice advice from Rockstar Matthew Jackson
This episode was so much fun for me! Matthew Jackson is so genuine and experienced. He is driven with a "WHY" that will push you to be at your best. Check out what he is doing in the managed account s...
23 Syys 202048min
Does your proposal process suck? We have Scott Buffington here to help you fix this!
I always hate staying up late to fix and review a proposal to get it just right. Seems like a huge wast of time and honestly very old fashioned. Lucky for us, I'm not the only one who feels this way. ...
8 Syys 202047min
3 Reasons a NO MATCH 401(k) PLAN still makes sense.
Tons of business owners want to offer a 401(k) plan, but often struggle to commit to a match. Does it make any sense to set up a plan in this scenario? Let's talk about 3 valid reasons the answer is Y...
25 Elo 20207min
