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You work hard in your business. You wear so many hats to keep things going, to keep customers happy, employees on target and engaged and manage all the back end .. not to mention your family and personal needs. Often entrepreneurs find themselves so deep IN their business that they don’t have time to work ON their business. You need to be able to see over the wall to the next level and target the next level. Part of that strategic thinking is around financial planning, maximizing tax situations for today and planning for your future. It is important to stop and take this long term view for a few moments to make some important choices today.
What you will learn:
What is financial planning, really?
What are the biggest mistakes business owners make in retirement options
How can planning for retirement can reduce current taxes
Sameer S. Somal is the Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. Sameer serves on the Board of Directors of the Philadelphia/Tri-State Financial Planning Association (FPA), is senior financial services leader on industry roundtable discussions, and is an active volunteer at CFA Institute. He is also a Board Advisor and Managing Director of Institutional Education at the iPlan Education Institute in New Delhi, India. A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer is a frequent guest lecturer on succession planning, business retirement, diversity, financial planning, entrepreneurship, and leadership.
Learn how a reverse mortgage works and how to qualify.
This week on OTTR~! join Ed and his co-hosts Cutrer and Craig as they are joined by the man behind SHIMMER. Talking this past weeks tapings with Tomoka's retirement and AJA FREAKING KONG, Thoughts on the Chick Fight Mania weekend and what he thought of Ed's one man protest at the show. Well ask about his thoughts on all the main women wrestlers making news and any future plans he has for the 10th anniversary show coming up. Craig wants to talk about the moment he and Dave shared Mania weekend and last but not least we talk the GREATNESS THAT IS BLUE PANTS!!!! oh yeah we may talk mens wrestling to, maybe. All this and a whole lot more on this weeks OVER THE TOP RADIO~!
On this morning's program, the hosts will explore all of the latest trends in health savings accounts and self-funding with two special guests. The first guest will be Chad Wilkins, EVP and head of HSA Bank. The rise in health care costs, a shift to consumer-directed health plans and legislative changes are driving the future of health care and are expanding the role of health savings accounts. Additionally, recent studies have indicated a majority of Americans are not prepared to pay for essential expenses in retirement – including the cost of health care. In this segment, Chad Wilkins joins us to bring HSA Bank’s perspective on these industry trends and their impact on employers and consumers. We’ll also explore opportunities for industry providers to participate in emerging trends and maximize the value they provide to their constituents.
For the second segment, starting at 11:30 a.m. (ET), the hosts will welcome Cheryl DeMars, president and CEO, The Alliance, to the program for a discussion on self-funding. The Alliance, a cooperative of employers that self-fund their health benefits, developed the QualityPath initiative to create a path to high quality care at a lower cost. The Alliance QualityPath program is one of few nationwide that measures the performance of a specific doctor at a specific hospital. Other innovative elements include bundled payments and paying close attention to the patient experience with 100 percent coverage of procedure costs, a 90-day warranty and shared decision-making.
in Self Help
In today's episode, Pat Council will share four powerful techniques for stacking your chances of creating a successful life. You can take responsibility for your life and create the outcome you desire. Find out if you are truly being the author of your own happiness and success in life. Also, listen in as Expert Certified Financial Planner, Mario J. Payne shares important information about retirement planning.
Visit our website for more information on how to stack the deck for your success. Click now.
Today's Third & Short features Kindra Lockett, NFLFemale's Official Fan Reporter for the Pittsburgh Steelers. She talks Big Ben's new contract, the additions of Darrius Heyward-Bey and DeAngelo Williams, and gives us insight on the fans feelings about the retirement of Steeler legends Troy Polamalu and Ike Taylor.
Pat Peason CFO of, "Harvest Financial Group,” and "Advisor’s Academy,” Board Member. He has been in the financial industry for over 25 years,and specializes in the unique challenges that face today's retireesand pre-retirees. In today's tough market economy, seniors especially need to fully understand all the variousoptions that are currently available to assist them in protecting and growing their investment portfolios
Ed Brodow teaches the art of negotiation to the professional negotiators at Microsoft, Goldman Sachs, Learjet, Zurich Insurance, the IRS, and the Pentagon. He is the bestselling author of Negotiation Boot Camp: How to Resolve Conflict, Satisfy Customers, and Make Better Deals. Ed has appeared as negotiation guru on PBS, ABC, Fox News, and Inside Edition
Bill Spetrino Editor of the, "Dividend Machine.” newsletter and Author of new book, “The Great American Dividend Machine” He is a professional investor who has made millions for himself and his clients through strategic investing. A trained accountant, he graduated from John Carroll University in Ohio and spent a decade teaching. A lifelong entrepreneur as well, Spetrino set out to understand and codify a simple dividend investing strategy for amassing a retirement nest egg, an idea that eventually led to the creation of The Dividend Machine newsletter for Newsmax
Matt Kaplan President of Sage Analytics. Sage Analytics is involved in a very interesting business. They have developed and manufacture a highly advanced, accurate and affordable device to test the potency of legal cannabis. They use the same technology used by the major pharmaceutical companies for their precision testing needs.
Join host, Barbie O'Connor, for this week's MoneySmarts4U show about the 5 things you need to know about taxes and investments. Learn about taxes on income and dividends, capital gains and losses, estimated taxes, and taxes on withdrawals from retirement plans, annuities, and 529 plans.
Email Barbie with your questions at email@example.com. Buy the book on Amazon. Subscribe to the show. Listen to it on iTunes. Like us on Facebook.
Did you know that three out of four black households age 25-64 have less than $10,000 in retirement savings?
Did you know the average credit card balance for black, middle-class families is now $5,784?
Kenny Pugh is a coach, speaker and Manager of KTP Financial, LLC. He leverages his expertise to help clients improve their businesses, finances and relationships.
Kenny Pugh has over 17 years of business experience primarily in the financial services industry. He has worked with many of the world’s top companies including Accenture, Chase Bank, Wells Fargo, Bank of America, SunTrust, LendingTree.com, Microsoft HomeAdvisor, Wachovia, Washington Mutual, AT&T and a number of others.
Fit Is The New Sexy Radio showcases black men and women who have chosen to reclaim their health, co-create generational wealth and become the example of physical and financial fitness in the black community. Special guests and more. Join the Movement! Hosted by Angela Everett and Suzan Hart every Tuesday at 9:00 p.m. EST. If you would like to be apart of the movement, please visit us at www.fitisthenewsexy.info
Today, John Eaton, General Manager @ 401k GPS joins me to discuss how retirement planning can offer Advisors and wealth managers tremendous opportunities.
401K GPS is a collaborative, online tool that gives you and your client more control over their employer-sponsored retirement plan investments. 401K GPS was designed to take the guesswork out of retirement investing by allowing you to co-manage your client’s 401(k) with knowledge, confidence and timely insights and recommendations.
401K GPS, LLC ("401K GPS") is a federally registered investment adviser with the Securities and Exchange Commission (SEC). Please contact 401K GPS at info@401KGPS.com to receive a copy of its disclosure document. 401K GPS does not custody any 401(k) assets. Any historical returns, expected returns, or probability projections may not reflect actual future performance.
Pittsburgh Steelers Free Safety Troy Polamlau decided to retire this past Thursday but what was it that much of shock to anyone? James and Scott Discuss this and more!
Also with the retirement of Troy Polamalu after most of the big name free agents have been swiped up Justin Ossont will stop by and discuss what options the Steelers have as he wrote it about it in an article he wrote for Endzonescore.com.
In addtion, Dave "Booga" Peters might stop by and discuss the state of the Chargers and possible prospects they might look at in the NFL draft to build the team back up.
It looks like another great show for the 4th and Goal Podcast; however what would make it even better is if any of you listeners would call in at 516-418-5946 and have a take on something we talk about or if you want to bring up your own news story that we can discuss.
Either join the conversation on the phone or start your own with us! Also if you have a question don't forget to follow the show @4thandGoalShow and use the #ask4thandgoal, and the question will be read on the air and we will discuss it!
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