Todd Ywait, Retirement Advisor with Rosselot Financial Group returns to continue explaining the new guidance for retirement plans. Part 2 of this 2 part series shares an additional 5 of the top 10 things employees and employers alike should be aware of in regards to their 401K and IRA plans and what each of us should be doing to assure we are in compliance w ... Show More
Jun 24
Leave Interference with Leah Stiegler
Have you ever called or talked to one of your employees while they're on a medical leave of absence? Leah Stiegler, from Woods Rogers law firm, joins Pandy to discuss the dangers and issues to employees working while on a medical leave. From wage and hour to FMLA violations, Leah ... Show More
17m 12s
Nov 2025
The Real Financial Order of Operations - Part 2 of 2
This is part two of our financial order of operations series.
In part one, we covered the non-negotiables—the oxygen mask, debt payoff, insurance, and the foundation of every real financial plan. This week, we get into the gray areas. The places where conventional wisdom isn’t ju ... Show More
28m 10s
Jan 2022
10 Changes That Are New in 2022
Suze starts this episode with another recap of what happened in the stock market this week. Then, she gives us a deep dive on the new “No Surprises Act” and details 2022 changes to estate tax, Social Security increases, new amounts you can contribute to your retirement accounts a ... Show More
30m 25s
May 2020
E108: McKinsey to Private Equity from a Non-target School (Part 2 of 2)
In part 2 of this 2 part chat with Paul, we cover his days working at McKinsey and how he managed to make the difficult transition into private equity as a consultant. We talk all about the private equity recruiting process, imposter syndrome, meditation and how he was able to fi ... Show More
1h 15m
Mar 2025
Scott’s Career Advice: Will AI Take My Job? Advice for Entrepreneurs, and How to Find What You’re Good At
Today, we’re wrapping up our special two-part series all about careers—navigating them, advancing them, maybe even surviving them.
In this episode, Scott offers guidance to a wealth manager concerned about AI disruption, shares advice for an aspiring entrepreneur, and closes wi ... Show More
27m 6s