The MEGA 401(k) plan experience with Klodian Mitri

The MEGA 401(k) plan experience with Klodian Mitri

My good buddy Klodian finished up 8 years as a consultant for Deloitte. He is a triple major CPA with a ton of experience looking to make his next move. As a pro elite Ironman triathlete he knows how to push it and not take no for an answer. I was fascinated to hear how he managed his 401(k). It seems the larger the plan the less personal touch there is. I'm working to change that and improve how experienced and educated employees like Klodian deserve more to help with retirement planning.

Connect with Klodian here:

Linkedin: https://www.linkedin.com/in/klodian-mitri-cpa-99088092/

Insta: https://www.instagram.com/klodiangosling/


Also don't miss out on the next (k)lub Sesh on July 17th . We are covering recordkeeper due diligence. https://www.401jake.com/sesh

Episoder(59)

Modern Content Creation with Lara Acosta from LA Digital

Modern Content Creation with Lara Acosta from LA Digital

Lara is crazy sharp when it comes to content and social media algorithms. We cover ideas to hopefully light a fire under your a$$ to take some action. Connect to Lara here: https://www.linkedin.com/i...

22 Jul 202221min

Start Selling Compliance on YOUR Vision!

Start Selling Compliance on YOUR Vision!

Too many times I hear our industry blame compliance. We need to change this and it starts with you. Make the sale to compliance on the vision you have and why it's necessary that you produce content f...

30 Jun 20227min

Venrollment with Justin Tarantin

Venrollment with Justin Tarantin

Helping employees enroll is a critical part of every 401(k) plan. Now with more employees working remote the old fashioned cafeteria meetings are dying quick. And what about the new employees who aren...

24 Jun 202230min

Entertainment, brand, & the mighty 401(k) with Anthony Ruffalo

Entertainment, brand, & the mighty 401(k) with Anthony Ruffalo

Connect with Anthony here. Join the 401(k)lub here.

25 Jun 202135min

Jeanne Fisher - The ROTH 401(k) Battle

Jeanne Fisher - The ROTH 401(k) Battle

Um... if you don't follow Jeanne where have you been? She is the 💣. See you in the 401(k)lub!

4 Jun 202140min

Good Advisors Finish First with John Stadtmueller

Good Advisors Finish First with John Stadtmueller

Connect with John here. Follow #goodadvisorsfinishfirst Get in the 401(k)lub!

28 Mai 202142min

How to help more Dentists with Dr. Dan Nelson DMD

How to help more Dentists with Dr. Dan Nelson DMD

If you have any dentists whop would like to improve their practice, check out Dr. Dan's Elevation Association.

21 Mai 202127min

Instant Cash Balance Plan Illustrations with Dan Harding - WealthPrime Founder

Instant Cash Balance Plan Illustrations with Dan Harding - WealthPrime Founder

Connect with Dan Harding here. Join the 401(k)lub here

30 Apr 202130min

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