43 episodes

The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances.

This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most.

Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not only share their stories of success and failure, but provide actionable financial advice that can be used to get your ‘fiscal house’ in order, so you can take your business and finances to the next level.

You Dream. We Plan®

Your Wealth & Beyond: The Financial Planning Podcast Andrew Rafal

    • Investing

The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances.

This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most.

Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not only share their stories of success and failure, but provide actionable financial advice that can be used to get your ‘fiscal house’ in order, so you can take your business and finances to the next level.

You Dream. We Plan®

    How the Stimulus Plan will Affect Your Retirement Accounts with Ed Slott

    How the Stimulus Plan will Affect Your Retirement Accounts with Ed Slott

    Congress just passed the biggest stimulus bill of our lifetime. The CARES ["Coronavirus Aid, Relief and Economic Security] Act is a massive bill of all bills, totaling in the trillions of dollars, and it’s going to have significant impacts on us as business owners and individuals as we work together to get through this tough time. 

    Today, I want to address the big questions you may have about the bill: how will it affect your retirement, and what’s in there for you as an individual

    • 25 min
    What the SECURE Act Means for Business Owners and Employees with Brian Hartstein

    What the SECURE Act Means for Business Owners and Employees with Brian Hartstein

    In this podcast interview, you’ll learn: 

    What the SECURE Act is designed to do - and why now is a great time for everyone to reassess their retirement plans. 
    How the Small Employer Plan Startup Credit and Automatic Enrollment Credit are making it easier for businesses to implement retirement plans and for employees to save.
    Why multiple employer plans likely won’t be a great choice for many businesses.
    Why some people are better served by IRAs than limited employer plans

    • 24 min
    The SECURE Act & It's Impact To You

    The SECURE Act & It's Impact To You

    In this podcast interview, you’ll learn: 

    How the changed age requirement for required minimum distributions impacts retirees, when it goes into effect, and the types of accounts affected.
    What the death of the Stretch IRA means for beneficiaries and how to revisit your trust or estate planning to address this policy change. 
    How to use qualified charitable distributions to save on taxes.
    Why you need a cohesive retirement plan now more than ever.

    • 10 min
    What the Grateful Dead can Teach us about Business with Brian Mohr

    What the Grateful Dead can Teach us about Business with Brian Mohr

    Why the Grateful Dead letting fans tape and share recordings of their concerts was an early and extremely effective form of content marketing.
    How Jerry’s death and the subsequent infighting between band members mirrors when founders exit -
    How the Grateful Dead used their mailing list to create an extraordinarily effective marketing machine that fostered a massively inclusive community and treated them right.

    • 49 min
    Everything You Need To Know About Cybersecurity with Steve Weisman

    Everything You Need To Know About Cybersecurity with Steve Weisman

    Few people understand the ins and outs of these scams better than Steve Weisman. Steve is a highly respected cybersecurity expert who has built a career helping people protect themselves, both online and off, and is the author of The Identity Theft Alert, The Truth About Avoiding Scams, and many other books.

    • 49 min
    Top 10 Required Minimum Distributions (RMD) Mistakes to Avoid

    Top 10 Required Minimum Distributions (RMD) Mistakes to Avoid

    As we approach the end of 2019, I wanted to take some time to talk about Required Minimum Distributions (RMDs). For those approaching the age of 70 ½, the government requires that you start taking out a portion of the money in your retirement accounts that you've been deferring for all these years. 

    Understanding what’s required can get complicated - and a lot of times mistakes are made. So, today I’m going to walk you through the top 10 RMD mistakes, goofs, and blunders to avoid.

    • 12 min

Customer Reviews

Jeffb236 ,

Informative and inspiring!

Andy hosts a great podcasts with guests who are both informative and inspiring. His ability to tie in external drivers (ie wealth and finance) with internal drivers (purpose, value, vision) are what I like the most.

BradJohnson25 ,

Just finished Tax Reform episode

Andrew is a great interviewer and love how he's built his show to serve business owners and entrepreneurs. Stellar guests and timely info to make more informed decisions in 2018. MUST SUBSCRIBE!

scottsdaleoliver ,

Tax Reform

Very insightful! I enjoy your work.

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