In the world of Defined Contribution retirement plans this episode considers the use of a Profit-Sharing Plans and how they can be tailored to meet the desires of a business owner. Guest Brad Coil with Next Step Financial shares his knowledge on the subject.

In the world of Defined Contribution retirement plans this episode considers the use of a Simplified Employe Pension (SEP’s), SIMPLE (Savings Incentive Match Plan for Employees) and Solo 401(k)s through the eyes of a business owner. Guest Brad Coil with Next Step Financial shares his knowledge on the subject.

In the world of Defined Contribution retirement plans this episode considers the use of a Simplified Employe Pension (SEP) plan through the eyes of a business owner. Guest Brad Coil with Next Step Financial shares his knowledge on the subject.

This podcast wraps up the series on RISA (Retirement Income Style Awareness ) by reviewing goals of a retirement plan and what risks that need to be considered in any plan

This podcast explains the disadvantages of using the Time Segmented approach to retirement income planning and then get into statistics regarding what percentage of the population lean towards each of the four methods of retirement income planning.

The podcast covers the specifics of building out a retirement plan using the Time Segmented approach. It is also referred to as the bucket and ladder approach

Learn more about the third method of producing retirement income

Learn more about the second method of producing retirement income

Learn more about the first method used for producing retirement income

This episode discusses the research which quantifies the financial value a Financial Advisor brings to retirement planning (GAMA)