Sign up to save your podcasts
Or
Share Thoughts from the Ledge
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Thoughts from the Ledge episodes
- EP10: Entrepreneurial Success Can Provide a Roadmap to Failure Once You Sell Your Business
Send us Fan Mail
What made you a successful entrepreneur can lead to the loss of the capital you've received if you try and control everything like you did as a business owner. Ken Russell, President and CEO of Gray Ledge Advisors talks about delegation, diversity and leverage, something most entrepreneurs aren't used to giving up.
8 min - EP9: Taking Advantage of Higher Fixed Income Rates
Send us Fan Mail
For the first time in more than a decade, conservative investors have the opportunity to earn a decent return on Fixed Income type investments. Our Advisor Ted Reagle talks about the opportunities we now have in the fixed income markets.
9 min - EP8: Behavioral Finance, How It Is Impacting Investment Choices
Send us Fan Mail
Investors often do the wrong thing at the wrong time, especially in times of downward market volatility. Advisors help counteract this by sticking to the plan.
8 min - EP7: The SECURE ACT 2.0
Send us Fan Mail
We discuss the newly enacted SECURE ACT 2.0 and the features and benefits of this new legislation. We focus on items that are effective in 2023 and talk about the changes that Sponsors, Recordkeepers and Administrators will need to make to comply with the enhancements to the 401(k) plans
8 min - EP6: The Benefits of a Cash Balance Plan
Send us Fan Mail
The use of Cash Balance plans are on the rise, many small business owners and there CPA's are find this a valuable tool to help save for retirement and provided a significant tax saving for the business.
5 min - 6 min
- 6 min
- 5 min
- 5 min
- 5 min
About Thoughts from the Ledge
From the publisher's feed
Thoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management…
plan, or prefunding.