Latest Episodes
11
 
                                                                    Tariff Talk
The recent stock market and talks about tariffs are hitting some business owners with a one-two punch. John Buerger of Altus Wealth talks about...
10
 
                                                                    Investment Policy Committee for Retirement Plans
Small businesses who offer a workplace retirement plan to employees take on a fiduciary responsibility that is much larger than they may realize. Having...
9
 
                                                                    Key Deadlines for Small Business Owners
Tax season brings various additional key deadlines for small business owners. Prudent entrepreneurs use this time of data gathering to drive analytical decision making...
8
 
                                                                    Strategic Planning for 2025
Entrepreneurs have an innate ability to visualize, but as we turn the page to a new year, what are the practical steps necessary to...
7
 
                                                                    Improving Employee Benefits with a 401k Plan
John Buerger explains the ways small businesses can expand employee benefits and improve employee retention by utilizing unique custom features of 401k plans. To...
6
 
                                                                    When to Start Planning to Sell Your Business
John Buerger and Ryan Drake Lee discuss how they help business owners plan for selling their business. What factors go into the decision itself...
