The rising national debt level in the United States is an important topic that usually gets quite a bit of attention in the financial and economic news. However, with everything else that’s going…
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Episode #59: Everything You Need to Know About Buying & Selling Small Businesses With Greg K Williams
In today’s episode, we have another distinguished guest: Greg K Williams. Greg is a certified mergers & acquisitions professional who has years of experience helping business owners and buyers through the process of…
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New Stimulus Checks & PPP 2.0! Everything You Need to Know About the New Stimulus Bill
It’s easy to forget, with everything happening in Washington D.C. in the last week, that we have a new stimulus package. After sitting on the bill for about a week, President Trump signed the Consolidated…
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Episode #58: Top Strategies for Tax-Efficient Charitable Giving
The year 2020 has been an extremely challenging year for a lot of people, businesses, and organizations. Therefore, this is also a time when charitable organizations may need help from donors more than ever….
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Episode #57: A Breakdown of the New Stimulus Bill, Including PPP 2.0!
A couple of days ago, President Trump signed into law a second stimulus package for COVID relief. This legislation includes $600 stimulus checks, more funding for the Paycheck Protection Program, along with some updates…
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Episode #56: Last Minute Retirement Plan: Tips & Tricks for 2020 Procrastinators
At the end of every year, some business owners face situations where they need to set up a last minute retirement plan due to numerous reasons. We dedicated this episode to reviewing how business…
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Episode #55: Everything You Need to Know About Investing in IPOs
In recent months, IPO investing has been getting a bit of attention as quite a few popular companies such as Airbnb and DoorDash entered the public market this year. We dedicated this episode to…
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How To Calculate Solo 401(k) Contribution Limits
Solo 401k plans have many aliases: solo-k, uni-k, and one-participant-k, among others. Whatever you want to call it, the retirement plan is one of my very favorite for small business owners without eligible participants. They’re…
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Episode #54: The True Cost of Homeownership With Kelly Luethje
In recent months, mortgage interest rates have been significantly reduced across the country. Although it may sound like an attractive opportunity for people considering buying a house, there are several complexities related to homeownership….
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Episode #53: Unexpected Retirement: How to Determine Whether to Take an Early Retirement Package
In recent months, many companies have been struggling with numerous aspects of their business due to the economic hardships caused by the pandemic. This situation forces businesses to look for creative ways to cut…
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