Monthly Archives: September 2019

Featured Image

Episode 17 – How Politics and Investing Mix



Do politics and investing mix?

In today’s episode, Sam Legaspi and Koz Tsukamoto uncover how investing and politics do, in fact, collide. You’re in for an energetic and illuminating conversation as they discuss how this intersection influences our beliefs and behaviors around investing.

In this episode, you will learn:

  • About the many ways that investing and politics mix 
  • How our beliefs about political issues influence our investing behavior 
  • In what ways politics helps investing
  • Which two factors drive the economy
  • And more!

Tune in and join the discussion about how investing and politics mix!

Resources:  Financial Liberty Project: 800-640-8105


Featured Image

Episode 16 — PLRs and the Solo 401(k) Plan



When it comes to retirement plans, there are many routes people can take. 

In today’s episode, Sam Legaspi and Koz Tsukamoto delve into one of those routes, the solo 401(k) plan. Due to upcoming changes from the Secure Act for small business owners, the solo 401(k) plan may become a more attractive option thanks to some of the benefits it offers. Sam and Koz additionally discuss what PLRs are, who they apply to, and how they work.

In this episode, you will learn:

  • What PLRs are and how they work 
  • What a solo 401(k) is and who it is for
  • The advantages of a Roth type of retirement strategy
  • Some of the benefits that come with having a solo 401(k)
  • How employer profit sharing contribution works 
  • And more!

Tune in now to learn all about the solo 401(k) plan and how business owners can benefit from having one! 

Resources:  Financial Liberty Project: 800-640-8105