By Yeo & Yeo
5
99 ratings
The podcast currently has 33 episodes available.
According to the 2024 Value of an Advisor study by Russell Investments, investors who work with financial advisors can see a value-added benefit of up to 5% annually compared to a do-it-yourself approach. Having a financial advisor by your side can make all the difference in reaching your goals.
In the latest episode of the Everyday Business podcast, hosts Andrew Matuzak, Pete Bender, and Matt Cash explore the crucial role financial advisors play at every stage of your financial planning journey. Tune in for an insightful discussion on the impact of working with a financial advisor and how their expertise can help you achieve lasting success.
Key topics covered in this episode:
Yeo & Yeo’s Everyday Business podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.
Want to learn more?
At Yeo & Yeo Wealth Management, our team of experienced advisors takes a holistic approach to your financial well-being. From investment management to tax planning and risk mitigation, we’re here to partner with you on your financial journey. Contact us today to start planning for your success.
For more insights, visit our Resource Center and subscribe to our eNewsletters.
DISCLAIMER
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
Check the background of Pete Bender on FINRA’s BrokerCheck.
Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 32, host Michael Rolka, CPA, CGFM, Principal in Yeo & Yeo’s Auburn Hills office, is joined by Daniel Beard, CPA, Manager in Ann Arbor.
Listen in as Mike and Dan discuss GASB Statement No. 101, Compensated Absences, breaking down its complex aspects into digestible insights. They discuss its purpose, its impact on governmental accounting, and why it's essential for financial reporting. In this podcast, you will learn more about:
Whether you’re new to GASB 101 or seeking more insight, this podcast takes a deeper dive into the challenges, changes and considerations to help you navigate its complexities.
Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, Spotify, PodBean and, of course, our website.
For more business insights, visit our Resource Center and subscribe to our eNewsletters.
Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 31, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.
Long-term care planning is important because it can help ensure that you have the financial resources to cover long-term care expenses without depleting your savings or burdening your loved ones. A variety of long-term care insurance options are available, and it is important to understand the different types of policies and how they align with your financial situation and preferences. If you are unsure where to start, it is advisable to seek guidance from a financial professional.
On episode 31 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.
Listen in as Pete and Matt discuss long-term care – what it is and why it’s important, the different types of long-term care insurance and how to get started with long-term care planning.
Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.
For more business insights, visit our Resource Center and subscribe to our eNewsletters.
DISCLAIMER
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
Check the background of Pete Bender on FINRA’s BrokerCheck.
Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 30, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.
Legacy planning goes beyond wealth and age; it's crucial for anyone aiming to make a lasting impact by ensuring their values, assets, and priorities are passed on meaningfully and tax-efficiently. Regardless of whether legacy planning involves financial support for loved ones, education, charitable giving, or fulfilling personal values and life lessons, it is a fundamental aspect of financial planning.
Listen in as Pete and Matt discuss legacy planning, why it’s important and some strategies to consider when incorporating your legacy into your financial plan.
Yeo & Yeo’s Everyday Business podcast covers tax, accounting, technology, and financial topics to help you and your business thrive. The podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.
For more business insights, visit our Resource Center and subscribe to our eNewsletters.
DISCLAIMER
Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
Check the background of Pete Bender on FINRA’s BrokerCheck.
Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 29 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM and Andrew Matuzak, a Wealth Management Specialist in Yeo & Yeo's Saginaw office.
Charitable giving is a meaningful way to support the causes you care about and can also save you money on taxes. Several tax-efficient charitable giving strategies are available, such as qualified charitable distributions, donor-advised funds, gifting appreciated stock, and bunching. When determining which organizations or charities to donate to, it is important to consider your values and the causes that matter most to you, and research the charities to ensure they use donations effectively.
Listen in as Pete, Matt and Andrew discuss the significance of charitable giving and tax-intelligent strategies to amplify the impact of your generosity.
Yeo & Yeo’s Everyday Business podcast covers tax, accounting, technology, and financial topics to help you and your business thrive. The podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.
For more business insights, visit our Resource Center and subscribe to our eNewsletters.
DISCLAIMER
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
Check the background of Pete Bender on FINRA’s BrokerCheck.
Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 28, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.
Listen in as Pete and Matt discuss the importance of year-end tax planning and tax-intelligent concepts to consider, including tax-focused investment strategies, retirement planning, family risk management, business planning, legacy planning, education planning, and cash flow management.
Yeo & Yeo’s Everyday Business podcast covers tax, accounting, technology, and financial topics to help you and your business thrive. The podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.
For more business insights, visit our Resource Center and subscribe to our eNewsletters.
DISCLAIMER
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
Check the background of Pete Bender on FINRA’s BrokerCheck.
Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for 100 years, and we want to share our knowledge with you.
Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.
On episode 27 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Kevin Dement, Principal, Client Development, Avantax Retirement Plan ServicesSM and Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete, Kevin and Matt discuss SECURE 2.0 and how many provisions of the act can enhance retirement plans.
Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.
For more business insights, visit our Resource Center and subscribe to our eNewsletters.
DISCLAIMER
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
Check the background of Pete Bender on FINRA’s BrokerCheck.
Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you.
Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.
On episode 26 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.
Listen in as Pete and Matt discuss SECURE 2.0 and how many provisions of the act will affect many individuals and their families.
Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.
For more business insights, visit our Resource Center and subscribe to our eNewsletters.
DISCLAIMER
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
Check the background of Pete Bender on FINRA’s BrokerCheck.
Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you.
Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.
On episode 25 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.
Listen in as Pete and Matt discuss Maximizing Social Security Benefits in the sixth in our series focusing on wealth management.
Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.
For more business insights, visit our Resource Center and subscribe to our eNewsletters.
DISCLAIMER
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
Check the background of Pete Bender on FINRA’s BrokerCheck.
Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you.
Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.
On episode 24 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.
Listen in as Pete and Matt discuss important questions you should consider when building a succession plan, in the final episode of our series focusing on wealth management.
Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.
For more business insights, visit our Resource Center and subscribe to our eNewsletters.
DISCLAIMER
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
Check the background of Pete Bender on FINRA’s BrokerCheck.
The podcast currently has 33 episodes available.