In this episode, Jeremiah Bates is joined by Ben Barzideh, a Wealth Management Advisor with Piershale Financial Group of Apollon. They discuss the recent CrowdStrike cybersecurity incident that occurred last Friday and its significant impacts on industries and the stock market. They emphasize the importance of diversification in investment portfolios to mitigate risks of over-concentration. Practical advice is offered for business owners and investors on protecting themselves through insurance and strategic diversification. Additionally, Jeremiah and Ben highlight the importance of early tax planning with a CPA, especially for small business owners. Guidance on setting up retirement plans, such as 401(k) and Simple IRA, is provided, detailing their administrative requirements and benefits.



Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com



Hosts:

Jeremiah Bates, Wealth Management Advisor

Ben Barzideh, Wealth Management Advisor

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SPONSORS:

Guild Mortgage:

https://guildmortgage.com



Ataraxis PEO

https://ataraxispeo.com



Tree City Advisors of Apollon:

https://www.treecityadvisors.com



Apollon Wealth Management:

https://apollonwealthmanagement.com/



Formations:

https://get.formationscorp.com/real-money-pros

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In this episode, Jeremiah Bates is joined by Ben Barzideh, a Wealth Management Advisor with Piershale Financial Group of Apollon. They discuss the recent CrowdStrike cybersecurity incident that occurred last Friday and its significant impacts on industries and the stock market. They emphasize the importance of diversification in investment portfolios to mitigate risks of over-concentration. Practical advice is offered for business owners and investors on protecting themselves through insurance and strategic diversification. Additionally, Jeremiah and Ben highlight the importance of early tax planning with a CPA, especially for small business owners. Guidance on setting up retirement plans, such as 401(k) and Simple IRA, is provided, detailing their administrative requirements and benefits.
 
Listen, Watch, Subscribe, Ask!
<a href="https://www.therealmoneypros.com/">https://www.therealmoneypros.com</a>
 
Hosts:
Jeremiah Bates, Wealth Management Advisor
Ben Barzideh, Wealth Management Advisor
—————————————————————
SPONSORS:
Guild Mortgage:
<a href="https://branches.guildmortgage.com/id/meridian/dave-perry-835-hpdpe.html?utm_source=radio&amp;utm_medium=description&amp;utm_campaign=sponsor">https://guildmortgage.com</a>
 
Ataraxis PEO
<a href="https://ataraxispeo.com">https://ataraxispeo.com</a>
 
Tree City Advisors of Apollon:
<a href="https://www.treecityadvisors.com/">https://www.treecityadvisors.com</a>
 
Apollon Wealth Management:
<a href="https://apollonwealthmanagement.com/">https://apollonwealthmanagement.com/</a>
 
Formations:
<a href="https://get.formationscorp.com/real-money-pros">https://get.formationscorp.com/real-money-pros</a>
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