Money Tune-Up Show

#189 Profit Sharing Plans w Brad Coil

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.

#188 SEPs, SIMPLE's & Solo 401(k)

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.

#187 SEP Plans w Brad Coil

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.

#186 RISA Wrap Up

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

#185 Disadvantages of Time Segmentation & Stats on Style Preferences

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.