ABOUT THIS EPISODE
This episode of the Planned Solutions Incorporated podcast breaks down the essential differences between S-Corp vs C-Corp business entities. If you are a business owner or planning your tax strategy, understanding these classifications helps clarify your liability and tax obligations.
We also examine the rising healthcare costs retirement planning requires, providing a realistic look at how to prepare for these future expenses.
Additionally, we discuss the financial implications of borrowing from 401k accounts. While accessing retirement funds can seem like a viable short-term fix, we analyze why this strategy often carries long-term consequences for your nest egg. This session is designed for professionals and retirees looking for actionable insights on managing their assets effectively.
Plus, a look at the Planned Solutions Incorporated Office Bulletin Board -We are now taking registrations for our annual charity golf tournament.
The deadline to register is Monday, September 28th, 2026. Giveaways for the tournament are being delivered daily, and we are gathering donations for the silent auction. We hope you will be able to attend (either golf or the reception) or donate to a cancer charity to support our efforts.
The Harlan D. Wood and Debbie Druivenga Memorial Cancer Charity Golf Tournament
Date: Friday, October 9th, 2026Location: Rancho Murieta Country Club – North Course 7000 Alameda DriveRancho Murieta, CA 95683
Time: 1:00pm shotgun start, 5:30pm reception
All profits go to cancer research and education. You can help by attending the tournament or donating. Not golfing? Bring friends and attend the reception.
To subscribe to the Personal Finance Review (the written form of all the content we discuss on the podcast), please e-mail Katie@PlannedSolutions.com
Planned Solutions, Inc.ADDRESS: 1130 Iron Point Road, Suite 170, Folsom, CA 95630 PHONE: (916) 361-0100 or (800) 750-2111E-MAIL: Shannon@PlannedSolutions.com FAX: (916) 361-0191WEBSITE:www.PlannedSolutions.com
