Money Tune-Up Show

Dan Flanscha

Podcast by Dan Flanscha

  1. Mar 16

    #189 Profit Sharing Plans w Brad Coil

    In the world of Defined Contribution retirement plans this episode considers the use of a Profit-Sharing Plans and how they can be tailored to meet the desires of a business owner. Guest Brad Coil with Next Step Financial shares his knowledge on the subject.

    #189 Profit Sharing Plans w Brad Coil

  2. Mar 16

    #188 SEPs, SIMPLE's & Solo 401(k)

    In the world of Defined Contribution retirement plans this episode considers the use of a Simplified Employe Pension (SEP’s), SIMPLE (Savings Incentive Match Plan for Employees) and Solo 401(k)s through the eyes of a business owner. Guest Brad Coil with Next Step Financial shares his knowledge on the subject.

    #188 SEPs, SIMPLE's & Solo 401(k)

  3. Mar 16

    #187 SEP Plans w Brad Coil

    In the world of Defined Contribution retirement plans this episode considers the use of a Simplified Employe Pension (SEP) plan through the eyes of a business owner. Guest Brad Coil with Next Step Financial shares his knowledge on the subject.

    #187 SEP Plans w Brad Coil

  4. Feb 23

    #186 RISA Wrap Up

    This podcast wraps up the series on RISA (Retirement Income Style Awareness ) by reviewing goals of a retirement plan and what risks that need to be considered in any plan

    #186 RISA Wrap Up

  5. Feb 23

    #185 Disadvantages of Time Segmentation & Stats on Style Preferences

    This podcast explains the disadvantages of using the Time Segmented approach to retirement income planning and then get into statistics regarding what percentage of the population lean towards each of the four methods of retirement income planning.

    #185 Disadvantages of Time Segmentation & Stats on Style Preferences

  6. Feb 23

    #184 Time Segmented

    The podcast covers the specifics of building out a retirement plan using the Time Segmented approach. It is also referred to as the bucket and ladder approach

    #184 Time Segmented

  7. Jan 28

    #183 Protected Income

    Learn more about the third method of producing retirement income

    #183 Protected Income

  8. Jan 28

    #182 Risk Wrap

    Learn more about the second method of producing retirement income

    #182 Risk Wrap
See All (186)

About

Podcast by Dan Flanscha

Information

  • Creator
    Dan Flanscha
  • Years Active
    2025 - 2026
  • Episodes
    186
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Money Tune-Up Show