With years of experience in the qualified retirement plan arena, Andy Pooser shares his knowledge of business retirement plans and their guidelines.

If your business doesn’t have a retirement plan, but you know that you need to be offering a plan as an employee benefit, or if you would like a second opinion of your retirement plan, email [email protected] or click here to schedule an appointment.

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  • Retirement planning is not about retirement. That's the provocation David opens with — and he means it. This episode isn't another checklist. It's a ground-up rethink of what the 5-to-10-year sprint before retirement actually demands: emotionally, philosophically, and financially. [...]