Preview Mode Links will not work in preview mode

The Retirement Trainer

Dec 30, 2020

In the first part of this series, Pat Puhl joined the podcast to talk about operating a sustainable nonprofit in 2020, what he did to ensure that their entire calendar’s worth of fundraising didn’t need to be scrapped or canceled, and the many potential tax benefits available to you when you give to charity. If you...


Dec 23, 2020

Charitable giving is more important now than ever before. The challenges, setbacks, and losses caused by COVID-19 have affected not just families and businesses, but the organizations they support as well.

That said, there are a lot of people out there who are rising to the occasion and doing good. One of them is Pat...


Nov 26, 2020

Business owners have a lot of choices when it comes to providing employee benefits, and one of the biggest benefits available is the 401(k). However, many employers don’t know how they work, what their liability is, or how to protect themselves. 

If you’ve had a job with benefits, you’ve likely had a 401(k), but...


Nov 5, 2020

For many people, the 401(k) is one of the biggest parts of their retirement portfolios. In times of great uncertainty, and especially of market volatility, many want to know how to protect their most valuable assets. Especially after the Great Recession of 2008, it’s easy to want to make rash decisions. However, it is...


Oct 22, 2020

In the previous episode of this podcast, we explored what taxes currently mean for retirees - and why taxes are the most expensive thing in almost every retirement plan. 

If you save the wrong way, you’ll be penalized for it. If you were so lucky as to live to be 115 years old, you’d be required to withdraw 50% of...