The Real Money Pros

Employer Intricacies & Exiting Annuities (12/9/2023)


Listen Later

The labor market is not what it used to be. These darn kids just don't want to work anymore! Or maybe the issue is way more complicated than just that. Steve Cilley of Ataraxis PEO joins Jeremiah to discuss all things employment—things that employers and the self-employed need to pay attention to before the year is over and be sure to give it attention now. This stuff can get complicated! Plus, comparing different retirement plans and the incoming mandatory retirement benefits that will start in 2025. Do you think employees working from home are just as effective as in the office?

In the second hour, Brian and Jeremiah talk poorly of the annuity industry, to say the least. They'll explain why they urge people to take a different route, emphasizing that sometimes there's such a thing as too conservative. And if you're in one right now, don't worry. They'll tell you how to get out of it...

 

Watch, Subscribe, Ask!

https://www.therealmoneypros.com

 

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

Stephen Cilley, CEO of Ataraxis PEO

—————————————————————

SPONSORS:

 

Academy Mortgage:

https://academymortgage.com

 

Lively (HSAs and FSAs)

https://livelyme.com/pro

 

Ataraxis PEO

https://ataraxispeo.com/offer

 

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

 

Apollon Wealth Management:

https://apollonwealthmanagement.com/

—————————————————————

...more
View all episodesView all episodes
Download on the App Store

The Real Money ProsBy The Real Money Pros

  • 5
  • 5
  • 5
  • 5
  • 5

5

18 ratings


More shows like The Real Money Pros

View all
Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,567 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,230 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,991 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

752 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

676 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,073 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

821 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,418 Listeners

Barron's Live by Barron's Live

Barron's Live

210 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

582 Listeners