Retirement Planning Insights & Innovations for Business Owners

Are you ready to revolutionize your retirement planning? This episode dives into actionable strategies business owners can use to optimize benefits and ensure a secure future.

Intro:

In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with James LaFleur, a senior plan advisor with Sentinel Group. James brings over 20 years of expertise in retirement planning, offering insights into innovative financial solutions and critical strategies for business owners to maximize their retirement plans.

Key Takeaways:

→ The importance of fiduciary responsibility in managing retirement plans.

→ How to leverage tax benefits from the Secure 2.0 Act.

→ Why cash balance plans are a powerful option for small businesses.

→ Common mistakes business owners make in retirement planning and how to avoid them.

→ The future of retirement planning and emerging trends.

More from James LaFleur:

• Bio: James LaFleur is a retirement planning expert with extensive experience advising businesses and individuals on creating optimized financial futures.
• Website: Sentinel Group
• LinkedIn: James LaFleur LinkedIn

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