Joe Simon Podcast

Joe Simon Podcast
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Joe Simon (LUTCF) discusses what's happening in business along Main Streets and around industrial parks across Wisconsin. Joe talks news and other significant topics affecting business leaders with an eye towards making the best environments for their associates, protecting their way of doing business, and planning for always uncertain futures.

  1. You Shouldn't Outlive Your Money

    03/20/2024 · BONUS

    You Shouldn't Outlive Your Money

    Things get pretty rowdy as Joe and his special guest, Van Mueller, dive deeper into retirement funding, Social Security and planning for our sunset years.

    30 min
  2. Hard Landing or Soft Landing

    03/04/2024

    Hard Landing or Soft Landing

    Joe Simon and his special guest, Van Mueller discuss retirement planning, long-term care, nursing home care and so much more in this BONUS LENGTH episode!

    31 min
  3. Joe Simon Podcast EXTENDED with Van Mueller S03E01

    02/09/2024 · BONUS

    Joe Simon Podcast EXTENDED with Van Mueller S03E01

    LEFT POCKET TO RIGHT POCKET: Joe sits down with the legendary Van Mueller to talk about personal finances and business owner strategies in today's marketplace

    33 min
  4. QLACs and RMDs: It’s Your Money!

    01/10/2024

    QLACs and RMDs: It’s Your Money!

    Why let the government tell you when you take your money out of your retirement savings? If you qualify – and with a qualified balance – you can call your own shots!

    12 min

  5. 12/27/2023

    Getting Your Retirement Plan Across the Goal Line (Bonus)

    In a world of climbing global debt, financial insecurity, and aging populations, Joe talks about ways to protect your future income and happiness.

    17 min

  6. 12/13/2023

    Long Term Care Insurance Isn’t a Luxury

    Long term care costs can be the boogey-man of estate preservation and business planning. Be educated on this topic.

    14 min

  7. 11/29/2023

    A Sure Thing: Guaranteed Retirement Income

    Joe digs deep into his OWN journey to share with you the lessons he's learned and the knowledge he's built around retirement income.

    13 min

  8. 11/15/2023

    Attracting, Developing, and Retaining Top Talent

    Joe talks about how higher education is attracting and retaining top talent like Harbaugh, Sweeney, Staley, and Franklin by using Split Dollar Life Insurance.

    12 min
See All (16)

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About

Joe Simon (LUTCF) discusses what's happening in business along Main Streets and around industrial parks across Wisconsin. Joe talks news and other significant topics affecting business leaders with an eye towards making the best environments for their associates, protecting their way of doing business, and planning for always uncertain futures.

Information

  • Creator
    Joe Simon Podcast
  • Years Active
    2023 - 2024
  • Episodes
    16
  • Rating
    Clean
  • Copyright
    © Joe Simon Podcast
  • Show Website
    Joe Simon Podcast