Money Tune-Up Show

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)

A review of goals with retirement income planning as it relates to the Retirement Income Style Analysis

An introduction to the Retirement Income Style Analysis which determines the type of retirement income plan fits you.

This podcast goes through an exploratory process to help listeners discover questions they may want to ask Dan to cover on the Money TuneUp Show.

This podcast reviews the topics covered on the Money TuneUp show over the previous 6 months.

The first Secure Act removed the ability to stretch out the distributions, for a non-spousal IRA beneficiary, over a lifetime. Learn how a similar result to a stretch IRA distribution can be accomplished with A Charitable Remainder Trust.

Dan and Brad have discuss the reality of needing to protect the financial value of human life

The episode explains the difference between Defined Contribution and Defined Benefit retirement plans and the use of SEPs and SIMPLE retirement plans.

Examples of Non-Qualified "Selective" Benefit Plans for small businesses

Business expert Brad Coil and Dan discuss the importance of implementing the right kind of benefits in a business.

Business expert Brad Coil and Dan discuss the idea of needing to Recruit, Retain and Reward Key Employees and how that relates to benefits a business can offer.

Business expert Brad Coil and Dan discuss the discrepancies between the priorities of business owners, key employees and the rank and file when it comes to business benefits.

Listen to small to medium size business expert discuss what is on the mind of key and other employees.

Listen to a small and medium size business expert discuss the top things that are on a business owner's mind.

Listen to a small and medium size business expert discuss the difference between the objectives of the business owner and employees.

Brad Coil elaborates on things a business owner has on his/her mind.

An Introduction to Brad Coil who is an expert in coaching and advising business owners.

Comparing various sources of income to the 4 methods of producing retirement income

Explore reasons for life insurance on children

What are necessary characteristics of insurance?

Look at characteristics of insurance as a financial tool

Sean and Dan discuss putting together a financial plan considering multiple aspects.

Sean and Dan discuss risk both from an investment and overall standpoint

Sean discusses how to design an investment profile to your specific situation.

Part II of an interview with an army special ops helicopter pilot and what he learned that applies to finances

Here what a former special ops helicopter pilot learned that applies to your finances

Explore the value a little bit of planning time adds to your financial well-being compared to all your vocational work

Learn how the tax code encourages tax behavior - Part II

Learn how the tax code encourages tax behavior - Part I

Learn about the tax ramification of a Charitable Remainder Trust including the impact of contributions and income received.

An overview of Charitable remainder trusts to produce income and support charity.

An overview of Charitable Remainder trusts to produce personal income and support charity.

An overview of the use of Pooled income funds for income and charitable giving

Whit Brown with Core Capital talks about volatility in "the markets".

Whit Brown with Core Capital talks about the problem of trying to time the market

Whit Brown with Core Capital talks about the value of rebalancing

Listen to Whit Brown with Core Capital about Building out a Portfolio

Listen to an interview with Whit Brown with Core Capital about Factor Investing

Listen to Whit Brown with Core Capital about problems inherent with index investing

This is the final interview with the founder of the Autorama car show - Bob Larivee Sr. Dan summarizes a number of things we can learn from Bob regarding success and particular success with our finances.

This is the 5th segment of interviews with the Autorama car show founder - Bob Larivee Sr. Dan ties this in with looking at finances using a model which serves like an x-ray.