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401k

Brandon White

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The 401k Podcast explains everything business owners need to know to set up their company's 401k retirement savings plans, run their 401k plan efficiently, and maximize your 401k savings. Inspired by how much money Brandon realized he could have been saving as a small business owner beyond what general 401k providers said, Brandon set up to get expert 401k advice and in one year was able to save more than $225,000 in his 401k. All legal, but lessor known ways to configure a 401k retirement p ...
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Ask the 401k Experts

Sharon Pivirotto

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The 401k Best Practices Ask the Experts Podcast is where financial advisors get resources, strategies and best practices for growing a successful and compliant 401k practice. As the host, Sharon Pivirotto interviews top 401k advisors and leading industry and business experts and shares ideas for growing, servicing, and managing a successful 401k business.
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America's 401k Show is heard around the country each week as Coach Pete and the team bring on everything you need know about your retirement transition. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
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401k retirement plan industry podcast for financial advisors, TPA's, CPA's, plan sponsors & other 401k and financial nerds. Formerly the "retireholiks", but our stupid spelling was confusing people. We have unscripted, uncensored discussions with 401k retirement plan insiders and other financial professionals, while drinking beer and playing games.
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Not all 401k plans are the same. Different professions and businesses require building specific 401k plans to assure maximum savings for the owners. We go over the type of 401k plan design you want as attorney. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/…
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In this episode of America's 401K Show, Coach Pete and the team discuss various topics related to retirement planning and financial management. They start with a casual conversation about Stanley Cups and college choices before diving into the concepts of risk and volatility. They emphasize the importance of thinking like a millionaire and having a…
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In this episode of America's 401K Show, Coach Pete and the team discuss various financial topics, including inflation, interest rates, mortgage rates, retirement planning, and budgeting. They emphasize the importance of having a lifetime income plan for retirement and making sure that retirement is a better life than when working. The hosts also me…
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In this episode, Coach Pete and the team discuss a proposed act called 'You Earned It, You Keep It' that aims to eliminate the federal tax on social security. However, it also proposes eliminating the cap on social security, which would result in a wealth tax. The conversation explores the impact of taxes on social security and the potential means …
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In this episode of America's 401K Show, Coach Pete discusses his upcoming book on retirement and the importance of making it accessible to readers. He also touches on the role of AI in writing books. The conversation then shifts to a segment on brokers behaving badly, highlighting the case of Jesus Rodriguez. The hosts also discuss the significance…
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Year end incoming planning is VERY important when it comes to your 401k retirement plan for the existing tax year. Get the key things you need to decide and cut off dates to do it. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/Von Brandon White
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How exactly to set up your 401k retirement plan to double dip in your company's 401k plan for yourself as a business owner and entrepreneur. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/Von Brandon White
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How to implement advanced profit sharing techniques for your company's 401k retirement savings plan that will allow you to save a lot of money tax free. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/Von Brandon White
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The Mega Backdoor 401k strategy, exactly how to implement them in your company and save big money for retirement as a business owner and entrepreneur...tax free. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/Von Brandon White
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Learn about Safe Harbor 401k retirement plans and how to implement them in your company to save money for retirement. You'll be surprised how much money you can save with this retirement savings strategy! EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/…
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Are you trying to time the Stock Market? You might as well try your luck at the roulette table. Do you have your savings protected? Coach Pete is in the studio, talking about the strategies you can use to secure your retirement savings. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact…
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Have you ever been sold on a product based on 'projections' instead of guarantees? Coach Pete is in the studio, talking about how to avoid games and gimmicks when preparing for 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 at…
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Have you wondered about how to build up your retirement savings vs. maintaining that portfolio? Coach Pete is in the studio, breaking down the consumer advocates, Steve and Thomas, attempts at stumping Coach! 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 …
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Do you need a hand planning out tax strategies as you approach retirement? Maybe it's time to go back to the fundamentals of retirement! Coach Pete is in the studio, talking about the strategies you can use to secure your retirement savings and going back in time to 1925, comparing yester-year to now. If you have questions about taxes in retirement…
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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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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. EPISODE LINKS: Get FREE information about Set…
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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. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan htt…
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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. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/…
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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