Send us a text Uncover the secrets to protecting your finances with insights from John Juzbasich, AFSP, now sharing his wisdom as part of National Tax Security Awareness Week. Each year, billions of dollars are lost to tax scams, a grim reality that affects countless individuals, especially vulnerable groups like the elderly. In this episode, John enlightens us on how criminals exploit tax systems and provides essential strategies to shield yourself and your loved ones from becoming victims o...
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Send us a text Uncover the secrets to protecting your finances with insights from John Juzbasich, AFSP, now sharing his wisdom as part of National Tax Security Awareness Week. Each year, billions of dollars are lost to tax scams, a grim reality that affects countless individuals, especially vulnerable groups like the elderly. In this episode, John enlightens us on how criminals exploit tax systems and provides essential strategies to shield yourself and your loved ones from becoming victims o...
Navigating Secure Act 2.0 and 401k Retirement Plan Design Challenges | Ask My Man Manny Podcast
Ask My Man Manny!
30 minutes
11 months ago
Navigating Secure Act 2.0 and 401k Retirement Plan Design Challenges | Ask My Man Manny Podcast
Send us a text Join us on a transformative journey through the evolving world of retirement planning with Ricky Taylor, Director of Retirement Planning at CEP Consultants. From his beginnings at Prudential to mastering the art of employer-sponsored retirement plans, Ricky shares the pivotal shifts from generic solutions to sophisticated strategies that take age and tenure into account. Discover the intricacies of new comparability profit-sharing plans, which offer personalized benefits for bu...
Ask My Man Manny!
Send us a text Uncover the secrets to protecting your finances with insights from John Juzbasich, AFSP, now sharing his wisdom as part of National Tax Security Awareness Week. Each year, billions of dollars are lost to tax scams, a grim reality that affects countless individuals, especially vulnerable groups like the elderly. In this episode, John enlightens us on how criminals exploit tax systems and provides essential strategies to shield yourself and your loved ones from becoming victims o...
