Sep 30, 2019
In episode 195 of Financially Simple, Justin begins a series on Investing 101.
Creating an investment portfolio can be confusing and intimidating, with many different types of investment options, strategies, and terminology. Justin breaks down investing in Financially Simple terms, giving an overview of the basic types...
Sep 26, 2019
In episode 194 of Financially Simple, Justin continues his overview of Investing 101 and takes a look at Non-Qualified Investments.
From a personal finance perspective, Non-Qualified investment accounts can have different uses depending on the type of account. Justin goes over the different types of accounts and gives...
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...