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Saving as a Business Owner: Why It's Unfair (7/20/2024)
Manage episode 430385495 series 3083349
Innhold levert av Alec Kelso and The Real Money Pros. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alec Kelso and The Real Money Pros eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In the second hour of last Saturday's show, Brian Wiley and guest Matt Nadeau, an advisor with Piershale Financial Group of Apollon, tackled retirement planning and tax management for small business owners. Brian criticized the uneven retirement savings options between large and small businesses, advocating for uniform deferral limits. They highlighted the need for a team of professionals, including financial and tax advisors, to navigate complex financial issues. The discussion also covered the benefits of Health Savings Accounts (HSAs) for tax advantages and medical expense flexibility and more!
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Brian Wiley
Matt Nadeau, Wealth Management Advisor
https://www.piershalefinancial.com
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SPONSORS:
Guild Mortgage:
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Formations:
https://get.formationscorp.com/real-money-pros
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