employeebenefits

In this episode, Chad and Rob delve into the complexity of financial planning, covering topics such as insurance, investments, taxes, 401ks, stock options, and more. Chad emphasizes the importance of proactive and ongoing financial planning, highlighting how life changes at different stages require continuous adjustments to financial strategies. The discussion underscores that financial planning is a dynamic process, not a one-time event, with factors like market trends impacting retirement plans and spending decisions.

Timestamps:

[00:00:52] What is financial planning.

[00:04:51] Asset Allocation in Retirement.

[00:08:37] Financial advice on social media.

[00:15:29] The great wealth transfer.

[00:16:19] Estate planning and inheritance changes.

[00:19:36] Leaving inheritance wisely.

[00:25:54] Keeping Trusts Separate

[00:28:47] Wealth management company factors.

[00:31:00] Real estate investment insights.

[00:35:08] Certified financial planner's role.

Email your money question to chad@chadburton.com

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

See omnystudio.com/listener for privacy information.

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Jane: jane@carriersedge.com

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Keeping it Safety Dawg Simple!


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Do you need a "Truck Driver Safety Policy?" Get it today! https://safetydawg.com/policy

Today I had the pleasure of talking with Renee Johnson, founder of Third Coast Learning. We talked about several areas where businesses and individuals should consider making some changes. If employers and employees can share a common purpose, everyone will be happier. 

• During Covid, some company's personnel problems got amplified.
• You have to show everyone around you that you truly care.
• Without a defined direction, companies and individuals won’t know when goals are achieved.
• Mentors need to listen first to understand how they can help.
• Organizations need to look inward on how to get better.
• It’s so important for women to find their voice and speak up.
• Check with employees on a quarterly basis to see how they are.
• Use exit interviews to learn and give employees the option to come back.

For more information about how to find quality marketing data to reach your ideal niche client, contact Donna Peterson at 860-210-8088 or dpeterson@worldinnovators.com.

Visit our website at http://www.worldinnovators.com

Please hit subscribe so you will be informed as soon as a new episode is posted.

Chuck Cooper of WhiteWater Consulting is not your average consultant. He helps business owners with providing the correct benefits packages that will appeal to a diverse workforce. He advises on how to make your plans attractive to the Baby Boomers as well as the Gen Z-ers. Join us in this podcast as we discuss how mental health has become a priority in benefits packages and how to appeal to cross-generational workforces.  

About Your Host

DCA Virtual Business Support President, Denise Cagan, has been working with small businesses for over 20 years. She has served on the boards of professional organizations such as Business Leaders of Charlotte (BLOC) and the National Association of Women Business Owners Charlotte (NAWBO). Denise is also a graduate of the Goldman Sachs 10,000 Small Business Program, which is a program for small businesses that links learning to action for growth-oriented entrepreneurs.

Recognized as a facilitator, problem solver, and builder, Denise enjoys speaking to business groups about social media for small businesses and motivating remote and work-from-home (WFH) teams. She holds a Bachelor of Science in Quality Systems Management from James Madison University. With extensive experience in outsourcing solutions that provide administrative, creative, marketing, and website support, she is able to help other small businesses grow and thrive.

Connect with Denise

DCA Virtual Business Support website.

View and listen to Podcasts with Denise Cagan.

LinkedIn

Has COVID-19 put a hold on your promotion? In today’s episode, I share tips on how to get creative and find a clear path forward with your career.

Related Links:

• Ep 228 | Why The Term "Girl Boss" Isn't As Empowering as You Think
• Join our Bossed Up Courage Community on Facebook
• Download The Ultimate Job Search Guide for the Modern Woman
• Bossed Up: Leadership Accelerator
• Hired: Our Job Search Accelerator

Got a career conundrum you want me to cover on the podcast? Call and leave me a voicemail NOW at 910-668-BOSS(2677). 

Erica attended Queen’s University and played field hockey at the varsity level before spending the early years of her career in Capital Markets. Erica is a seasoned traveller, visiting over 40 countries by the age of 22. Her passion for new experiences, and setting and accomplishing goals, drove her to start Vacation Fund which helps people and organizations allocate their time and money as effectively as possible to live a happy, fulfilled life.

Follow Erica's journey on Twitter | LinkedIn | Instagram

Visit journal.kyoapp.com for full show notes 
Take our daily reflection app KYŌ for a spin

Music: Clouds - Joakim Karud 
https://www.youtube.com/watch?v=9O13PpAoVdI

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Drop a review and let me know what resonates with you about the show!

Thanks as always for listening and have the best day yet!
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Behind the Human is proudly recorded in a Canadian made Loop Phone Booth

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Special props 👇

Producer & Editor - John Balderston

Music: Clouds - Joakim Karud