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Financially Simple Business

Sep 23, 2019

In episode 193 of Financially Simple, Justin and Jennifer McConnell take a look at adding a Cash Balance to a 401k plan.

As a successful business owner, the provisions of the 401k might be too limiting, and you might want to increase the amount that you can put away - a Cash Balance might be the answer. Justin and...


Sep 19, 2019

In episode 192 of Financially Simple, Justin continues his discussion with Jennifer McConnell of July Business Services about 401(k) funds.

There are two specific provisions of the 401(k) that are worth a closer look: Safe Harbor and Profit Sharing. Justin and Jennifer look at the Safe Harbor and Profit Sharing...


Sep 16, 2019

In episode 191 of Financially Simple, Justin talks to Jennifer McConnell of July Business Services about the basics of a 401(k) fund.

401(k) funds are the most common type of retirement fund used by Business Owners to set aside money for their employees. Justin asks Jennifer to go over the basics of a 401(k), how they...


Sep 12, 2019

In episode 190 of Financially Simple, Justin goes over Solo 401k Funds.

If you are a Solopreneur, independent contractor, or individual business owner, then a Solo 401k might well be the investment fund for you. Justin explains the ins and outs of the Solo 401k, and shares some insightful tips on why it’s a...


Sep 9, 2019

In episode 189 of Financially Simple, Justin takes a looks at SIMPLE 401ks.

401ks, SIMPLE IRAs, and now SIMPLE 401ks - the options for a Small Business owner to choose from for their employees’ retirement funds can be overwhelming. Justin gives a breakdown of SIMPLE 401k funds, the why, the who, and the when of having...