Month: February 2023

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Tackling Your Year-End Financial Plan Part 1 (Ep. 102)

Tackling Your Year-End Financial Plan Part 1 (Ep. 102)

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2022 has come to a close, meaning Hightower Great Lakes has received many calls about end-of-the-year financial planning.

So what is a year-end plan and how can you create one for your business?

In this episode, Tim Scannell discusses some financial tips you should use at the end of each year and how they can help you make more informed decisions for your retirement.

Tim discusses:

  • Some of the key features of the SECURE Act 
  • Law changes that can impact business owners
  • Why 401K auto-enrollment was eliminated for many employees
  • What some employers are doing to help their employees help pay off their student loan debt
  • And more

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3 Steps To Help Business Owners Get Their Lives Back (Ep. 101)

3 Steps To Help Business Owners Get Their Lives Back (Ep. 101)

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COVID made a mark on just about everything, even business owners. It’s time to get your quality of life back.

In this episode, Tim Scannell talks about helping business owners plan for 2023 and set a new years resolution to get their lives back. He dips into why money is important for different people, and the change of business owners’ workloads from the pandemic, and then shares three steps business owners can take to reshape their company and finances so they can get their exit plan rolling.

Tim discusses:

  • What’s important about money for Independents, Moguls, and Accumulators
  • How COVID has affected business owners’ workloads
  • 3 steps to retool your company and finances so your business can start running without you again
  • And more

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