Monthly Archives: November 2019

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Episode 22 – Planning for 2020 and the Election Nightmare That’s Coming

Finance, retirement, , , , , , ,

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There is going to be a lot of volatility and a lot of crazy going on in the market next year. Are you ready for it?

In today’s episode, Sam Legaspi shares how you can remain optimistic in the face of 2020 and the chaos that the next U.S. presidential election will probably spark. This is a must-listen conversation where you will learn what actions you can take to help protect your wealth during the inevitable market changes.

In this episode, you will learn:

  • How the market behaved during the 2016 presidential election
  • How the economy get impacted by nationwide feelings of uncertainty 
  • Why it is important to have a retirement plan
  • Why it is important to be informed about your money 
  • And more!

Tune in now to learn why an election year can wreak havoc on your finances and what you can do to protect yourself.

Resources:  Financial Liberty Project: (800) 640-8105

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Episode 21 – 401(k) Facts You Probably Didn’t Know About

Finance, retirement, Uncategorized, , , , , , , ,

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For business owners, are there any downsides to offering a 401(k) plan? How will you structure your plan to meet key employee objectives?

In today’s episode, Sam Legaspi and Koz Tsukamoto answer these questions and more with the help of David King, a 401(k) specialist and regional vice president at John Hancock. David throws light on seldom spoken-of facts about the 401(k) world that can benefit you as a business owner.

In this episode, you will learn:

  • The key to attracting and retaining great employees
  • Which 401(k) responsibilities business owners tend to forget about
  • About the tax savings available to businesses by having a 401(k) 
  • Questions to ask yourself when designing your business’s 401(k) plan
  • And more!

Tune in now to learn the 401(k) facts you probably didn’t know about. 

Resources:  Financial Liberty Project: (800) 640-8105