Consider this the money talk your Dad would have given you if he knew everything about running a business. Jon Penn and Tom Allen provide straight-talking advice, walking you through exactly how to build a benefits and retirement strategy that works for you AND your employees. No jargon. No sales pitch. Just the kind of honest, experienced advice two dads would give their own kids sitting across the kitchen table.
Hosted by RIA Advisors Senior Investment Advisor, Jonathan Penn, CFP, w Retirement Plan Consultant, Tom Allen
Produced by Brent Clanton, Executive Producer
0:00 - INTRO
0:21 - Two Dads & Tom's Kids
2:27 - Market Commentary - Technical Deterioration
12:14 - What to Do in Times Like These
17:00 - Benefits Planning for Business Owners
21:24 - What is the long-term vs near-term vision?
25:27 - Retirement Plan Structure
28:17 - Starting Things Off...
31:06 - How to Fix/Correct Mistakes
34:13 - Educating About Retirement Plans
38:00 - Common Employee Questions & Portability
39:03 - Compensation for Key Employees
41:16 - Dealing with 12% Healthcare Inflation
42:43 - Defining BUCA
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Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/p6Fp1bhtsDE
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Watch our previous show, "Diversification Is Not Risk Management," here:
https://youtube.com/live/9m5uCWh7hWw
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Articles Mentioned in Today's Show:
"Technical Deterioration: Risk Management Is Key"
https://realinvestmentadvice.com/resources/blog/technical-deterioration-an-analysis-of-the-markets-next-move/
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The latest installment of our new feature, Before the Bell, "Markets Reclaim 100-DMA," is here:
https://youtu.be/MntZ-KayzxA
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Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/
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