How to Build a Souped Up 401(k) Plan and Avoid Common Mistakes
401(k)s might seem like a one size fits all retirement plan from the outside, but there's an incredible amount of customization that can be put into them, AND the vendors involved in creating and main...
30 Jan 202535min
Retirement Plans for Small Business: Starter Retirement Plans and When to Look at an Upgrade
We're kicking off 2025 with a series designed with the small business owner in mind! 2025 is another big year of retirement plan updates and upgrades, and we don't want to leave you without resources....
16 Jan 202528min
Four Ways Business Owners Need to Think Differently About Personal Financial Planning
Business ownership is a huge variable in a financial plan and creates nuances and opportunities in the personal financial planning of the business owner. We kick off our small business owner series wi...
2 Jan 202529min
Tax Efficient Generosity
Generosity to qualified charities is an inherently tax advantaged activity in our current tax code, but not every generous action is equally tax efficient. In this episode, we talk about Donor Advised...
19 Des 202422min
Tax Planning vs. Tax Filing - Comparing the Differences
Most of us are all too familiar with tax filing, but how much tax planning have you done? We spend some time in this short episode digging into some of the concepts included in tax planning and discus...
5 Des 202414min
What is a Roth Conversion?
We don't love paying taxes, but we love talking about them! This episode double clicks on a strategy we've already spoken about in other episodes, aiming to provide some more in depth insight on this ...
14 Nov 202423min
Market Volatility & Presidential Elections: What Historical Data Tell Us
In this episode, we analyze the last 100 years of market data overlayed with the timing of US Presidential Elections, discussing the economic and policy variables that do (or don't) historically move ...
31 Okt 202422min
What Tools do You Need to Run an Independent Financial Planning Practice?
We sometimes get this question (in so many words) from people we speak with who want to know what independence truly means for a financial advisor. So - in this episode - we discuss the key vendors we...
17 Okt 202415min
