In the second hour of last Saturday's show, Brian Wiley and guest Matt Nadeau, an advisor with Piershale Financial Group of Apollon, tackled retirement planning and tax management for small business owners. Brian criticized the uneven retirement savings options between large and small businesses, advocating for uniform deferral limits. They highlighted the need for a team of professionals, including financial and tax advisors, to navigate complex financial issues. The discussion also covered the benefits of Health Savings Accounts (HSAs) for tax advantages and medical expense flexibility and more!



Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com



Hosts:

Brian Wiley

Matt Nadeau, Wealth Management Advisor

https://www.piershalefinancial.com

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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 the second hour of last Saturday's show, Brian Wiley and guest Matt Nadeau, an advisor with Piershale Financial Group of Apollon, tackled retirement planning and tax management for small business owners. Brian criticized the uneven retirement savings options between large and small businesses, advocating for uniform deferral limits. They highlighted the need for a team of professionals, including financial and tax advisors, to navigate complex financial issues. The discussion also covered the benefits of Health Savings Accounts (HSAs) for tax advantages and medical expense flexibility and more!
 
Listen, Watch, Subscribe, Ask!
<a href="https://www.therealmoneypros.com/">https://www.therealmoneypros.com</a>
 
Hosts:
Brian Wiley
Matt Nadeau, Wealth Management Advisor
<a href="https://www.piershalefinancial.com/">https://www.piershalefinancial.com</a>
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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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