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Kyle Rinaudo from Reeves Law, P.C., joins the “Henssler Money Talks” hosts to discuss when your estate plan may need attention. From marriage, divorce, and growing families to outdated beneficiaries, business succession, and even digital assets, we look at why an estate plan shouldn’t simply be cre…
What makes a workplace retirement plan worthwhile for everyone involved? Director of Business Development and retirement services expert Justin Wagner, AIF®, joins us to explain how a plan can be designed around a company’s goals, creating opportunities for business owners to save for retirement wh…
Can you actually be too good at saving for retirement? This week, we explore why some retirees struggle to spend the wealth they spent decades accumulating, and why a thoughtful spending and gifting plan can be just as important as a savings plan. Next, mortgage lending is getting a new credit scor…
What makes a workplace retirement plan worthwhile for everyone involved? Director of Business Development and retirement services expert Justin Wagner, AIF®, joins us to explain how a plan can be designed around a company’s goals, creating opportunities for business owners to save for retirement wh…
A 401(k) can do more than help employees save for retirement. Thoughtful plan design can support a business owner’s retirement goals, strengthen the company’s benefits package, and give employees meaningful opportunities to save. Director of Business Development, Justin Wagner, AIF®, joins "He…
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