Michael and Joe discuss the 3 things to make a retention strategy great : Deferral, emotional impact, simplicity.
Also - They discuss a great strategy that maximizes FCR and tax deductions to create a great retention bonus plan for your top team members

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Michael and Joe DeLisi discuss a business owners most important asset and the difference between performance incentives and retention incentives.

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Michael discusses the impacts that elections have had on markets and investing.
Does a Republican or Democrat president have better historical performance in the stock market?
What should we do if our 'side' doesn't win?
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More and more headlines are showing up in 2024 about the financial security of banks. Should you be concerned? 
Why did banks fail in 2023? 
Understanding bonds helps you understand a banks balance sheet
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In this episode, Michael discusses savings strategies for your kids/grandkids, particularly younger kids, including college planning, weddings, cars, life

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Michael discusses business and planning strategies for your working age kids.
How can you save money on taxes by hiring your kids and teach them about money principles?

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In this episode, Michael looks at the many people and companies who claim to be able to predict short term market movements such as any given year...
Looking back at last year, how did these predictions age for 2023?
What can we learn from this?

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IRS updates to be aware of

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Goals, Retention Strategies, Purpose

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Reviewing the year and talking through some EOY planning thoughts

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