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
Oct 6
Changes in State Non-Compete Laws with Karl Ulrich
Karl Ulrich, attorney-shareholder with Sebaly Shillito + Dyer, returns to discuss the current updates in state laws on non-compete agreements. In this episode, learn why understanding the different state laws on non-compete agreements are important and why legal documents such as ... Show More
20m 39s
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