Mullers on the Move

Cash Balance Plans with Melissa Terito

31 min · 31 de dic de 2024
Portada del episodio Cash Balance Plans with Melissa Terito

Descripción

In this episode of Mullers on the Move, we sit down with Missy Terito, a CPA specializing in retirement plan consulting, to demystify cash balance plans. Together, we explore how these unique retirement plans can boost savings and provide substantial tax benefits for business owners. Missy shares her expert knowledge on the process, tax implications, and essential considerations for setting up a cash balance plan, making it accessible even for those unfamiliar with the concept.   Whether you’re a business owner seeking to maximize your retirement savings or just curious about advanced financial planning strategies, this episode is packed with actionable advice and clarity on an often-overlooked topic. Sign up for our Newsletter: https://snowy-unit-330.myflodesk.com/newsletter [https://snowy-unit-330.myflodesk.com/newsletter]   Instagram: https://www.instagram.com/mullers_onthemove/ [https://www.instagram.com/mullers_onthemove/]   Melissa Terito with Sentinel Pension: https://sp-tpa.com/melissa-terito

Comentarios

0

Sé la primera persona en comentar

¡Regístrate ahora y únete a la comunidad de Mullers on the Move!

Prueba gratis

Empieza 7 días de prueba

$99 / mes después de la prueba. · Cancela cuando quieras.

  • Podcasts solo en Podimo
  • 20 horas de audiolibros al mes
  • Podcast gratuitos

Todos los episodios

13 episodios

episode Healthcare Coverage artwork

Healthcare Coverage

In this episode, we sit down with Adam Guzman to tackle the complexities of health insurance, especially for traveling families like ours. We discuss the importance of understanding insurance networks, the impact of the Affordable Care Act, and the challenges of transitioning from employer-sponsored plans to private insurance. Adam shares insights on how having a knowledgeable insurance agent can make all the difference. We also touch on the high costs of healthcare, the limitations of Christian health share plans, and the importance of accurate medical billing and coding.   Sign up for our Newsletter: https://snowy-unit-330.myflodesk.com/newsletter [https://snowy-unit-330.myflodesk.com/newsletter]   Instagram: https://www.instagram.com/mullers_onthemove/ [https://www.instagram.com/mullers_onthemove/] Adam Guzman’s Info: Facebook https://www.facebook.com/guzmanhealthcare [https://www.facebook.com/guzmanhealthcare]Email thehealthinsuranceace@gmail.com [thehealthinsuranceace@gmail.com]

19 de mar de 202540 min
episode Travel Healthcare Family: Frequently Asked Questions artwork

Travel Healthcare Family: Frequently Asked Questions

In this episode, we are sharing a behind-the-scenes look at our journey as a traveling healthcare family and answering frequently asked questions. For almost three years, we’ve navigated locum anesthesia assignments across the country while homeschooling, and embracing the ups and downs of life on the road. We dive into the logistics of working with staffing agencies, handling credentialing, and making travel with kids as smooth as possible. Plus, we share our favorite travel tips, from packing to flying with little ones. Tune in for insights, encouragement, and a reminder to take the trip! Sign up for our Newsletter:https://snowy-unit-330.myflodesk.com/newsletter [https://snowy-unit-330.myflodesk.com/newsletter]   Instagram:https://www.instagram.com/mullers_onthemove/ [https://www.instagram.com/mullers_onthemove/]   Amazon Storefront:https://www.amazon.com/shop/wander.work.live [https://www.amazon.com/shop/wander.work.live]

10 de feb de 202521 min
episode Cash Balance Plans with Melissa Terito artwork

Cash Balance Plans with Melissa Terito

In this episode of Mullers on the Move, we sit down with Missy Terito, a CPA specializing in retirement plan consulting, to demystify cash balance plans. Together, we explore how these unique retirement plans can boost savings and provide substantial tax benefits for business owners. Missy shares her expert knowledge on the process, tax implications, and essential considerations for setting up a cash balance plan, making it accessible even for those unfamiliar with the concept.   Whether you’re a business owner seeking to maximize your retirement savings or just curious about advanced financial planning strategies, this episode is packed with actionable advice and clarity on an often-overlooked topic. Sign up for our Newsletter: https://snowy-unit-330.myflodesk.com/newsletter [https://snowy-unit-330.myflodesk.com/newsletter]   Instagram: https://www.instagram.com/mullers_onthemove/ [https://www.instagram.com/mullers_onthemove/]   Melissa Terito with Sentinel Pension: https://sp-tpa.com/melissa-terito

31 de dic de 202431 min
episode Renting Our Home while Traveling the Country artwork

Renting Our Home while Traveling the Country

In this episode, we’re diving into what it’s really like managing our primary home in Louisiana while we travel the country. From making the financial decision to list our house on Airbnb to navigating the hilarious (and sometimes stressful) world of hosting, we’re sharing the highs, the lows, and all the lessons we’ve learned along the way. We talk about the nitty-gritty details—how we set our pricing, the importance of having a rock-solid support team to handle cleaning and maintenance, and the ways we ensure our property meets high standards for our guests. Plus, you’ll hear some of our more unforgettable stories with renters that taught us the value of setting clear expectations. This episode is packed with tips for anyone considering renting out their home while traveling or simply curious about the behind-the-scenes of Airbnb hosting. Whether you're dreaming of turning your home into a financial asset or just love a good story, we hope you’ll take away something valuable from our conversation. Sign up for our Newsletter: https://snowy-unit-330.myflodesk.com/newsletter [https://snowy-unit-330.myflodesk.com/newsletter]   Instagram: https://www.instagram.com/mullers_onthemove/ [https://www.instagram.com/mullers_onthemove/] Host your house on Airbnb: https://www.airbnb.com/r/paigem1991?s=6&t=061n0g [https://www.airbnb.com/r/paigem1991?s=6&t=061n0g] Our AirBnb: airbnb.com/h/watsonwonderland

19 de nov de 202427 min