A(z) 401k csatorna legjobb podcastjai (2023)

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401k

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How Controlled Groups Work in 401k Retirement Plans 14:16

1M ago14:16

14:16

Learn how to navigate the gray areas of control groups and ensure fairness to employees. Discover the three rules of control groups, including parent subsidy, fifty percent threshold, and family attribution. The Controlled Groups 401k retirement plan code applies to business owners, real estate investors, venture capital firms and other businesses …

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401k

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What is a HCE in a 401k Plan and Navigating The Annual Testing Requirements 12:42

1M ago12:42

12:42

Understanding the Highly Compensated Employee (HCE) 401k retirement plan regulation is very important because if your plan fails the test for HCE's you could face fines. Learn all about what the definition of a Highly Compensated Employee (HCE) is and how to stay compliant with your company's 401k plan. Get Matt's expert help with your existing 401…

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401k

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Important 401k Retirement Plan Deadlines 10:39

2M ago10:39

10:39

We cover all the 401k retirement plan deadlines that you need to know so you don't miss out on contributing to your 401k retirement plan AND you don't miss any compliance deadlines. Get Matt's expert help with your existing 401k plan or help setting up a new one today Visit him for a free call 👉 https://lifeincrs.com/edge-podcast/ EPISODE LINKS: Ge…

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401k

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Maximize Your Retirement Income 1:11:43

2M ago1:11:43

1:11:43

We cover how to maximize your retirement income as a business owner. The different options from 401k retirement plans and versions you probably haven't heard of, but should know, to ROTH IRA's and other types of IRA's. A great overview from the retirement plan expert. Get Matt's expert help with your existing 401k plan or help setting up a new one …

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401k

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401k Plan Audit Requirement - Annual Testing 14:00

2M ago14:00

14:00

We explain what the annual testing requirement so you're sure to be able to pass your 401k Plan Audit Requirements. These aren't hard once you understand them and you want to get them right so you avoid any files. Get Matt's expert help with your existing 401k plan or help setting up a new one today Visit him for a free call 👉 https://lifeincrs.com…

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401k

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SECURE 2.0 Act of 2022 Sweeping Changes to SECURE 2.0 Act of 2022 Business Owners Need to Know 19:21

3M ago19:21

19:21

We go over the list of sweeping changes to 401k SECURE 2.0 Act that effects business owners. We explain the changes and how you can save more for yourself and your employees. SHOW NOTES Secure Act 2.0 is Congress’s latest attempt to address America's retirement crisis. Signed into law in late December 2022, this package of retirement reforms aim to…

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401k

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SECURE 2.0 Act of 2022 Makes Tax Credit Changes to Retirement Savings Plans 13:22

3M ago13:22

13:22

We summarize the Tax Credit changes to the SECURE 2.0 Act for business owners so you can make adjustments to your company's retirement savings plans save more for yourself and your employees. SHOW NOTES On December 29, 2022, the Consolidated Appropriations Act of 2023 (HR 2617) was signed into law. The Act includes important provisions affecting re…

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Retireholics - 401k Plan Industry Show for Advisors

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Retireholics - Secure 2.0 - Beagle - Tax Credit Calculators 1:21:53

3M ago1:21:53

1:21:53

Beagle Co-Founder Jeffrey Tha explain how Beagle helps participants find and move their forgotten 401k account balances. https://meetbeagle.com/ Headlines: ForUsAll to Offer 401(k) Crypto Investments Via CoinDesk Indices With younger workers in mind, deal creates the first index-based digital asset offering available on a 401(k) platform in the U.S…

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The 401k Owner's Manual with George Huss

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Farewell 6:31

5M ago6:31

6:31

This is the final podcast episode. Once again the Six Major Asset Class rankings have changed over the last month. And, yes, there is always hope. Thank you. This has been episode 377 of the 401k Owners Manual.George Huss által

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America's 401k Show with Coach Pete

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Listener questions: Should I maximize my 401k if it's in company stock? 12:25

6M ago12:25

12:25

What's the best way to save money and lower taxes? Want the answer? Chief Wealth Strategist, Parker Holland, is in the studio, answering your questions! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/…

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America's 401k Show with Coach Pete

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Market corrections aren't as bad as you think... if you have a plan! 12:56

6M ago12:56

12:56

With the stock market dramatically swinging, are you nervous about your savings? Chief Wealth Strategist, Parker Holland, is in the studio, analyze a case study showing how valuable a good financial planning team can be. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and …

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America's 401k Show with Coach Pete

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Why you would benefit from a customized, retirement plan 14:58

6M ago14:58

14:58

When you have a proper plan, you don't have to choose between growth and safety. Chief Wealth Strategist, Parker Holland, is in the studio, demystifying common notions about retirement planning and talking about how you can create the retirement you want. If you have questions about taxes in retirement, or if you want a second opinion on your retir…

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America's 401k Show with Coach Pete

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Retirement Strategies for Economic Downturns 12:13

6M ago12:13

12:13

Do you need a crystal ball in order to protect your retirement savings? Chief Wealth Strategist, Parker Holland, is in the studio, breaking down how you can manage your retirement income when inflation is on the rise. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the…

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Ask the 401k Experts

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401kExperts 039: Why Your Story is So Valuable in Marketing 8:55

7M ago8:55

8:55

Episode #39 – Why Your Story is so Valuable in Marketing We all know the power of stories (in teaching, for remembering what we hear, for engaging people, etc.) and in marketing – stories can create a connection more powerful than any other type of communication. In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing anot…

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Ask the 401k Experts

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401kExperts 038: Does Your Marketing Speak to Your Ideal Client? 10:15

7M ago10:15

10:15

Episode #38 – Does Your Marketing Speak to Your Ideal Client? Do you find you’re attracting prospects that aren’t a great fit (or not really attracting any new prospects without a lot of effort)? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing another lesson from the New Instant Authority Masterclass on how to defi…

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Ask the 401k Experts

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401kExperts 037: The Four Core Fundamentals of Great Positioning 5:39

7M ago5:39

5:39

Episode #37 – The Four Core Fundamentals of Great Positioning If you want to position yourself as a 401(k) expert and authority, there are four core fundamentals you need to address. In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing another lesson from the New Instant Authority Masterclass on the four core fundamenta…

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Ask the 401k Experts

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401kExperts 036: What Strong Online Positioning Can Do For You 7:22

7M ago7:22

7:22

Episode #36 – What Strong Online Positioning Can Do For You If a plan sponsor looked you up on line, would they see you as a trusted expert and authority in the 401(k) industry? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a lesson from the New Instant Authority Masterclass on how strong positioning can give you…

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Ask the 401k Experts

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401kExperts 035: How a Printed Compliance File Can Help You Win New Business 3:30

7M ago3:30

3:30

Episode #35 – How a Printed Compliance File Can Help You Win New Business Looking for ways to demonstrate that you have a solid process in place to help plan sponsors? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m sharing a short story* about what an advisor I worked with said was a key reason they won a $200 million dol…

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America's 401k Show with Coach Pete

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Protection against price increases 13:47

7M ago13:47

13:47

An article from Fortune magazine says, "The home price correction is spreading." Have you been feeling the price increases? Coach Pete is in the studio, discussing how to protect your retirement savings when it feels like prices everywhere are going up. If you have questions about taxes in retirement, or if you want a second opinion on your retirem…

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America's 401k Show with Coach Pete

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Keeping up with the market 14:00

7M ago14:00

14:00

FAANG Stocks are getting their butts kicked this year; what can you do to make sure your savings are safe? Coach Pete is in the studio, analyzing the volatility of the stock market. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) …

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America's 401k Show with Coach Pete

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Breaking down the Housing Market 14:46

7M ago14:46

14:46

Interest rates are getting higher and higher and the housing market is greatly affected. Coach Pete is in the studio, breaking down the things you need to know about mortgages moving into retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital F…

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America's 401k Show with Coach Pete

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2022-11-05 401k SEG 4 13:19

7M ago13:19

13:19

An article from Fortune magazine says, "Sellers are calling a timeout." When interests are getting locked in, why get into something at a higher rate? Coach Pete is in the studio, discussing some no-nonsense tips on how to save and keep more of your money. If you have questions about taxes in retirement, or if you want a second opinion on your reti…

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Check Book IRA & Solo 401k Weekly Podcast

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Interview with Chris Quintana Best selling Author, Financial Consultant and Originator of Financially Sassy Women's Club 21:42

7M ago21:42

21:42

We Talk to Chris about her process and investment ideas/ How she educates people to the basics of finance and goes over the mistakes people make in trying to navigate the financial world. We also discuss her beliefs in investing and what she does when working with clients. She also has a National group Called Financially Sassy Women who meet in per…

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America's 401k Show with Coach Pete

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Creating a personal pension 13:10

8M ago13:10

13:10

There was a huge movement from companies being responsible for you retirement to the workers needing their own retirement accounts. Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, offering strategies on how you can create the retirement you want! If you have questions about taxes in retirement, or if you want a second…

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America's 401k Show with Coach Pete

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Spin the Wheel: Answering your Questions! 13:33

8M ago13:33

13:33

It's Coach's favorite part of the show: spinning the wheel and answering YOUR questions! Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, covering everything from IRA rollovers to saving strategies. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach P…

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America's 401k Show with Coach Pete

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The Mistakes You Need To Avoid In Retirement 13:42

8M ago13:42

13:42

Have you vetted your financial products? If not, you could be paying way too much in fees! Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, analyzing some of the common mistakes that people make in retirement planning. If you have questions about taxes in retirement, or if you want a second opinion on your retirement p…

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America's 401k Show with Coach Pete

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7 Solid Financial Moves when You're Ready to Retire 14:39

8M ago14:39

14:39

As you're in the mid-game and moving towards the endgame, do you know the best strategies to protect your savings? Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, to go over a case study and talk about how to create secure retirement income. If you have questions about taxes in retirement, or if you want a second opin…

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America's 401k Show with Coach Pete

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What you need to know about investing for retirement 14:18

8M ago14:18

14:18

As a result of the pandemic induced bear market, only 56% of retirees would welcome more guaranteed income in retirement; do you want more guaranteed money? Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, and Wealth Strategist, Gregg Berrian, going over how you can increase your income in retirement. If you have quest…

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America's 401k Show with Coach Pete

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David Webb, host of the David Webb Show on SiriusXM Patriot 125 13:25

8M ago13:25

13:25

Coach Pete is joined by David Webb, Fox News columnist and host of the David Webb Show on SiriusXM Patriot 125, breaking down the current state of the financial world. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See …

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America's 401k Show with Coach Pete

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Shifting Gears between Saving and Spending 13:46

8M ago13:46

13:46

Smart people learn from their experiences, so how do you learn from something you haven't gone through? Coach Pete is in the studio, going over how to properly plan the change from working to retired. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital …

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America's 401k Show with Coach Pete

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Making Adjustments to your Retirement 13:14

8M ago13:14

13:14

So many things in life change and when they change concerning your savings, you need to be prepared. Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, and Wealth Strategist, Gregg Berrian, discussing strategies you can implement to withstand the ever-changing financial world. If you have questions about taxes in retirem…

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Check Book IRA & Solo 401k Weekly Podcast

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Should I hold Gold and Silver in My portfolio 30:02

9M ago30:02

30:02

Steve Pugsley from Pugsley and son Talks about the advantages and processes of holding Physical Gold and Silver in your investment portfolio. Steve Pugsley www.pugsleyandsons.com 541-292-6933 Cell Phoenix, AZ

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Ask the 401k Experts

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401kExperts 034: Resource Review - Catapult 14:48

9M ago14:48

14:48

Episode #34 – Resource Review – Catapult (An RFP Solution) Looking for a turn-key, full-service, Request for Proposal (RFP) platform? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Justin Witz, Founder and CEO of Catapult HQ, Inc. about their RFP platform called “Catapult.” Mentioned in this episode: Catapult…

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America's 401k Show with Coach Pete

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Get a financial educator! 13:40

9M ago13:40

13:40

Do you know where fees are coming from in your retirement plan? Senior Wealth Strategist, Marty Hensley, is joined in the studio by Retirement and Insurance Planner, Gregg Berrian, breaking down the importance of financial education when preparing for retirement. If you have questions about taxes in retirement, or if you want a second opinion on yo…

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America's 401k Show with Coach Pete

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Personalized service vs. Big corporations 14:10

9M ago14:10

14:10

Why would you leave your money in a company 401k if you could roll it over? Senior Wealth Strategist, Marty Hensley, is joined in the studio by Retirement and Insurance planner, Gregg Berrian, discussing how to effectively move your money into the right retirement vehicles. If you have questions about taxes in retirement, or if you want a second op…

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America's 401k Show with Coach Pete

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How can you reduce taxes in retirement? 14:18

9M ago14:18

14:18

Are you paying taxes on money that you don't need? Senior Wealth Strategist, Marty Hensley, is in the studio breaking down strategies you can implement to lower your tax rates in retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial …

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America's 401k Show with Coach Pete

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Make sure that your income will last! 14:46

9M ago14:46

14:46

Outlasting your savings is a risk that has retirees and pre-retirees worried. Senior Wealth Strategist, Marty Hensley, is in the studio talking about retirement concerns and how we can address them. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Fi…

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Ask the 401k Experts

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401kExperts 033: Resource Review - PscNet 12:01

9M ago12:01

12:01

Episode #33 – Resource Review – PscNet (Profit Sharing Comparison System) Looking for an easy-to-use retirement plan design and proposal solution? I recently spoke with Marco Brown, creator of PscNet about a plan design comparison software program that allows advisors to create proposals comparing several types of qualified plans, (including Age We…

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America's 401k Show with Coach Pete

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Listener questions: Should I contribute to my 401k or my Roth? 13:36

9M ago13:36

13:36

Everyone's situation is different, so we're here to answer as many questions as we can! Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, to answer your questions and help you have a secure retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete an…

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America's 401k Show with Coach Pete

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The objective of a good plan 13:19

9M ago13:19

13:19

On this episode, we take a trip to the past, back to 1984! Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, breaking down what it means to have a proper financial plan for a successful retirement If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the…

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America's 401k Show with Coach Pete

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Risk reduction in retirement 13:43

9M ago13:43

13:43

What are you doing to reduce risk in your savings? Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, talking about strategies to strengthen your plan against inflation, taxes, fees and commissions. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and th…

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America's 401k Show with Coach Pete

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Is 'The Gold Standard' really all that high? 13:14

9M ago13:14

13:14

We're here exposing gold and other commodities; are they really less risky? Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, discussing true savings volatility and whether gold is a good part of a successful retirement plan. If you have questions about taxes in retirement, or if you want a second opinion on your retirement pla…

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Ask the 401k Experts

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401kExperts 032: Resource Review - TRAK 21:11

9M ago21:11

21:11

Episode #32 – Resource Review – The Retirement Analysis Kit (TRAK) Looking for a way to add tremendous value to the participants in the plans you serve? A tool that engages participants and helps move the needle on retirement readiness? In this episode of the 401k Best Practices (Ask the Experts) podcast, I’m talking with Ed Dressel from RetireRead…

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America's 401k Show with Coach Pete

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How to weather the "Perfect Retirement Storm" 12:20

9M ago12:20

12:20

Does your plan have the flexibility to move and bend with today's volatile market? Chief Wealth Strategist, Parker Holland, is in the studio with Life Insurance Specialist, talking about how to create a financial plan that will let you sleep well at night. If you have questions about taxes in retirement, or if you want a second opinion on your reti…

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America's 401k Show with Coach Pete

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Misconceptions about retirement planning 13:31

9M ago13:31

13:31

You've probably heard a lot about retirement plans, but what info can yo take to the bank? Chief Wealth Strategist, Parker Holland, is in the studio analyzing surveys and questionnaires to tell the truth about retirement planning. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach…

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America's 401k Show with Coach Pete

1
Doug Orchard, director of The Baby Boomer Dilemma 16:21

9M ago16:21

16:21

What are the biggest problems for Baby Boomers today and what's the solution? Coach Pete is joined in the studio by Doug Orchard, documentarian and director of The Baby Boomer Dilemma, to break down the importance of creating a secure financial future before it's too late. If you have questions about taxes in retirement, or if you want a second opi…

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America's 401k Show with Coach Pete

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Everything you can do with Life Insurance 10:51

9M ago10:51

10:51

Life insurance can be like a Swiss Army knife in retirement; do you know all that it can do? Chief Wealth Strategist, Parker Holland, is in the studio with Life Insurance Specialist, Austin Maxwell, to discuss life insurance and how to make it work for you! If you have questions about taxes in retirement, or if you want a second opinion on your ret…

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America's 401k Show with Coach Pete

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Listener Questions: How can I protect my 401k? 12:51

10M ago12:51

12:51

You've got questions and we've got answers! Chief Wealth Strategist, Parker Holland, is in the studio, going over how to do an in-service roll-over, make your savings inflation-proof, and more! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financi…

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America's 401k Show with Coach Pete

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Case Study: Growing your principle to last a lifetime? 15:41

10M ago15:41

15:41

3 years out may seem late in the game to create a retirement plan, but it's never too late! Chief Wealth Strategist, Parker Holland, is in the studio, analyzing growth rates to make your retirement principle last! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the tea…

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America's 401k Show with Coach Pete

1
The current state of inflation 13:45

10M ago13:45

13:45

"It's a band-aid over a bullet wound." Chief Wealth Strategist, Parker Holland, is in the studio, discussing recessionary environments and the plans you can make to protect your retirement savings! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Fin…

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