Your Wealth & Beyond
About This Show
Your Wealth and Beyond podcast was created to empower entrepreneurs with the insight and information they need to effectively manage and control their personal and professional finances.
This is NOT just another podcast about money! Through a financial lens, we will focus on helping you grow your business, build your personal wealth and find purpose in what matters most.
Join Andrew Rafal, as he interviews leading industry experts and entrepreneurs who not only share their stories of success and failure, but provide actionable financial advice that can be used to get your ‘fiscal house’ in order, so you can take your business to the next level. The podcast will share strategies on asset protection (estate and insurance planning), minimizing taxes (pension and retirement plans) and staying mentally focused on growth while not sacrificing your personal or family life.
Andrew Rafal, Founder and CEO of Bayntree Wealth Advisors, will share the trial and tribulations he faced when starting 2 successful Investment Advisory firms from the ground up and what you need to do to protect your biggest and most important asset—your business. Your Wealth and Beyond also discusses the psychology behind success, time management strategies, how to grow the right company culture and ways to give back to your community.
Most Recent Episode
013: Strategic Retirement Planning for Business Owners and Entrepreneurs
1 day ago
If you’re a business owner or a solo entrepreneur, you have a variety of options when it comes to planning your retirement, paying your taxes, and avoiding penalties along the way. With over 25 years’ experience working with business owners and CPAs, Brian Hartstein, Director of Corporate Development at Bayntree Wealth Advisors, helps his clients utilize their pre-tax dollars as effectively as possible. Using his background in the pension business (he’s worked in his parents’ third-party administration firm starting in middle school) and with his knowledge of finance and taxes, Brian develops effective retirement plans to meet the specific needs of businesses of all sizes. We talked in-depth about different plan options available to entrepreneurs, corporate employees with side hustles, and everyone in between - and the major reasons why you should consider them. In this podcast interview, you’ll learn: Why the SEP and Solo 401k are great starting points for many business owners - and which may be best for you. The reason so many CPAs are more reactive than proactive when it comes to retirement planning, why this often leads to missed opportunities, and the importance of finding an advisor or broker who takes a high-level approach. Why you should explore other retirement options that may be available to you, including the Roth 401k and defined benefit pension plans. Complete Show Notes: http://bayntree.com/13