In the second hour of last Saturday's show, Brian Wiley and guest Matt Nadeau, an advisor with Piershale Financial Group of Apollon, tackled retirement planning and tax management for small business owners. Brian criticized the uneven retirement savings options between large and small businesses, advocating for uniform deferral limits. They highlighted the need for a team of professionals, including financial and tax advisors, to navigate complex financial issues. The discussion also covered the benefits of Health Savings Accounts (HSAs) for tax advantages and medical expense flexibility and more!

 

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

 

Hosts:

Brian Wiley

Matt Nadeau, Wealth Management Advisor

https://www.piershalefinancial.com

—————————————————————

SPONSORS:

Guild Mortgage:

https://guildmortgage.com

 

Ataraxis PEO

https://ataraxispeo.com

 

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

 

Apollon Wealth Management:

https://apollonwealthmanagement.com/

 

Formations:

https://get.formationscorp.com/real-money-pros

—————————————————————