Andy Pooser's guest appearances

Andy Pooser

FINANCIALLY/COVERED ... a podcast for insurance agency owners, their money, and their profits.

The Weekly Wealth Podcast

Dave Stewart

Jeremy Olson

Stephen Arnold

Nicole Greer

Bob Paskins

Angela Adams

Ava Smith

Brian Boughner

Dana Swarner

Greg Towner

Michael Guilfoyle

Michaela Tomberlin

Kathleen Ranahan

Rick McDuff

Gordon Short

OwlTail

Let's face it, insurance agency owners are business owners and it is SO easy to spend excessive amounts of time working in the business, instead of on the business.  In this episode, Andy Pooser discusses some rules and regulations behind 401(k) plans, the benefits of the plans, and reasons why a good Third Party Administrator is essential to ensure compliance to IRS guidelines. If you would like to discuss your current retirement plan or a new retirement plan, please email David@parallelfinancial.com and we can arrange a time either in person or via zoom for a 20 minute conversation. Also, be on the lookout for details about our upcoming virtual summit!--- Send in a voice message: https://anchor.fm/financially-covered/message

Let's face it, insurance agency owners are business owners and it is SO easy to spend excessive amounts of time working in the business, instead of on the business.  In this episode, Andy Pooser discusses some rules and regulations behind 401(k) plans, the benefits of the plans, and reasons why a good Third Party Administrator is essential to ensure compliance to IRS guidelines. If you would like to discuss your current retirement plan or a new retirement plan, please email <a href="david@parallelfinancial.com" rel="nofollow" target="_blank">David@parallelfinancial.com</a> and we can arrange a time either in person or via zoom for a 20 minute conversation. Also, be on the lookout for details about our upcoming virtual summit!--- Send in a voice message: <a href="https://anchor.fm/financially-covered/message" rel="nofollow" target="_blank">https://anchor.fm/financially-covered/message</a>

All things 401(k)... with Andy Pooser, AIF, QPFC, QKA