My SBA Loan Pro Podcast

The Executive Benefits Playbook with Don Curristan | Ep. 17 | My SBA Loan Pro Podcast


Listen Later

Don Curristan, an executive benefits expert with 27+ years of experience, reveals how business owners and CEOs use deferred compensation, SERPs, and phantom stock to retain key employees.


Learn:


- The surprising tax advantages of deferred comp plansHow performance-based incentives work without equity

-Common mistakes companies make with executive benefits

- Why proper plan design makes all the difference

- Perfect for business owners, HR professionals, and financial advisors looking for advanced compensation strategies.


If you liked this content, let's connect on social media:

Instagram:   / mysbapro  

Twitter:   / mysbapro  

LinkedIn:   / ryanpatryck  



Key Chapters:


0:00 - Introduction

0:50 - Career Background

2:15 - Who Needs These Plans?

4:45 - Deferred Compensation Explained

6:30 - Tax Benefits

8:10 - SERPs Overview

10:25 - Phantom Stock Case Study

12:40 - Implementation Process

14:55 - Common Mistakes

16:20 - DIY vs Professional Help

18:00 - Closing Thoughts


More Subject Matter Experts Playlist   

• Subject Matter Experts Face to Face Interv...  ⁠More ThinkSBA Resources⁠

https://calendly.com/thinksba - Schedule Call

https://g.page/thinksba - Google Business Page & Reviews

https://thinksba.com/faq - Frequently Asked Questions

https://mysbaloanpro.com⁠ - My SBA Loan Pro Podcast   / @thinksba  

  • YouTube Channel
...more
View all episodesView all episodes
Download on the App Store

My SBA Loan Pro PodcastBy Ryan Smith

  • 5
  • 5
  • 5
  • 5
  • 5

5

9 ratings


More shows like My SBA Loan Pro Podcast

View all
The Playbook Podcast by POLITICO

The Playbook Podcast

664 Listeners

The Daily by The New York Times

The Daily

111,119 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,079 Listeners

The Art of SBA Lending by Ray Drew

The Art of SBA Lending

35 Listeners

Acquisitions Anonymous - #1 for business buying, selling and operating by Bill D'Alessandro, Mills Snell, Heather Endresen, and Michael Girdley

Acquisitions Anonymous - #1 for business buying, selling and operating

241 Listeners

SBA Today by Art of SBA

SBA Today

2 Listeners

Money Stuff: The Podcast by Bloomberg

Money Stuff: The Podcast

378 Listeners