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The Abundance Mindset
Allison Cline CFP®, ChFC® & Ben Cline CRPS®
40 episodes
3 days ago
How do I efficiently navigate the modern financial system and grow my net worth? Join Allison Cline CFP® ChFC® and Ben Cline CRPS® as they explore and unpack important topics in the realms of personal and small business finance.

Hosted on Acast. See acast.com/privacy for more information.

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Entrepreneurship
Education,
Business,
Investing,
How To
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All content for The Abundance Mindset is the property of Allison Cline CFP®, ChFC® & Ben Cline CRPS® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
How do I efficiently navigate the modern financial system and grow my net worth? Join Allison Cline CFP® ChFC® and Ben Cline CRPS® as they explore and unpack important topics in the realms of personal and small business finance.

Hosted on Acast. See acast.com/privacy for more information.

Show more...
Entrepreneurship
Education,
Business,
Investing,
How To
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How Defined Benefit Plans Can Increase Total Retirement Contribution Potential for Business Owners
The Abundance Mindset
25 minutes 52 seconds
8 months ago
How Defined Benefit Plans Can Increase Total Retirement Contribution Potential for Business Owners

In the fourth part of our series focused on planning for business owners, we discuss Defined Benefit (e.g., pension) plans which - when properly set up with businesses that are a good fit for the plan - can enable much higher contribution potential than Defined Contribution (e.g., 401(k)) plans. Join us to explore the factors business owners should consider when evaluating the options available to them when initially selecting, upgrading, OR adding features to an existing plan.


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.



Hosted on Acast. See acast.com/privacy for more information.

The Abundance Mindset
How do I efficiently navigate the modern financial system and grow my net worth? Join Allison Cline CFP® ChFC® and Ben Cline CRPS® as they explore and unpack important topics in the realms of personal and small business finance.

Hosted on Acast. See acast.com/privacy for more information.