https://youtu.be/mr4OB8r56Oc?si=MNzTOeKAI0sLmaPH
Are you a lover of music from the '70s and '80s? Do you know Phil Collins, Don Henley, Tom Petty, Linda Ronstadt, Carly Simon, Kim Carnes, Beyonce', Destiny's Child, Keith Richards, Aaron Neville, Warren Zevon and James Taylor? Well, then you must take the time to watch this Rock Documentary of Jayne N. Schiff's brother, Waddy Wachtel and his bandmates who were all fired by James Taylor. This is the music of a generation from the late 60's through to today.
Music has been a centerpiece of the Schiff family, and over the years we have had the pleasure of working with musicians, actors and sports figures to help them with their special planning needs. Our client list is extensive and varied, and we pride ourselves in helping the entrepreneur musician as well as the fortune 100 company.
How many songs do you know in this movie, but didn't know who the musicians were behind the lead?
P.S. Here is a link to the full movie - enjoy! https://www.amazon.com/gp/video/detail/B0CH89JVNJ/ref=atv_dp_share_cu_r
https://youtu.be/jB6EGQzLF-Y
In the 22nd Episode of The Perfect Plan Podcast™ we have Dr. Joseph Feuerstein, a specialist in integrative medicine, on to talk about both medicine and what his Perfect Plan™ looks like. He specifically discusses Cannabis and the Cannabinoid System, the proper use of Marijuana as a treatment, and alternative medicine in general, while also explaining that even as a doctor, there are financial challenges with retirement assets and insurance when changing jobs.
From a planning view, Dr. Feuerstein explains that you should maximize your 401K because the company "matches" your contributions most of the time, and that if you don't, you are leaving "free money" on the table. And after you vest in those funds, if you move jobs, you now have a choice of leaving it in your old employer, or move it... but to where?
Lastly we discuss protection for the executive/doctor and why it is important to put this in place early.
Enjoy this episode as you understand the personal side of the planning process and think about your situation. We're here to help.
https://youtu.be/AL7y2y9KpVY
Are you a business owner who is a family man/woman and worried about how to protect yourself from all things financial? Well, in this episode, our guest Jay Judas shares his years of experience working with Business Owners, Life Insurance Carriers, and High Net Worth Families and some of the things that you should know about such as Offshore Assets, International Travel, Living Abroad, and the strategies to enjoy that lifestyle.
https://youtu.be/xCJa6nq6qb8
Are you a Business Owner? Are you an accountant who works with business owners? Are you trying to figure out how much your business is worth, or better yet, are your trying to plan your exit strategy?
Then you want to hear from Jason and Corey about how RISR can help the business owner monetize his/her largest asset.
If you'd like to know your business value, click below to start your Business Valuation:
Start your own Business Valuation here
https://www.youtube.com/watch?v=LVyIsdQOYcE
As a patient, what is your BIGGEST frustration when dealing with your health? Is it scheduling an appointment? Getting a prescription filled? Dealing with your insurance carrier? A medical issue that needs someone to help coordinate care? Or is it as simple as, "Is Mom/Dad eligible to exercise their Long Term Care Policy? And who do we call? Who can help us with that? And Help them Qualify?"
Well, in this Episode of The Perfect Plan Podcast™ John Samuels of Wellworth joins us as he discusses these issues and more.
For More Information on John Samuels and Wellworth Advisors:
https://www.wellworthadvisors.com/
In this episode of The Perfect Plan Podcast™ we have Steve Dark and Joe Sparacio share the basics behind financial planning, and Life Insurance. They share stories on how much Life Insurance do you really need, as well as how and when to set up accounts that protect your family.
This is the episode you want to hear on how to plan for all of your family's "what if's", with money that you would've normally just spent.
In this episode of the Perfect Plan™ podcast, Matt welcomes welcome Holland Haiis as our special guest! Holland is a renowned workplace strategist, speaker, and author who helps individuals and organizations boost productivity, improve communication, and unlock human potential. Known as the "Digital Detox Coach," Holland empowers people to thrive by balancing the digital demands of today's world with intentional human connection. In this episode, Holland and Matt dive deep into creating a Perfect Plan™ for leadership, communication, and living a more connected life — both online and offline. Trust me, this conversation is packed with insights you can apply right away!
Learn More About Holland: https://www.hollandhaiis.com/
If you are a business owner or decision making executive, how would you want to design The Perfect Plan™ to retain and reward your employees? A 401K is terrific for basic retirement savings, but there are limitations to how much you can put in, and it must be given to everyone on a proportional basis.
In this episode, we discuss the decision making process, how you can get the perfect timing of your deductions, and include the people and benefits that are needed most, in the most tax efficient manner. No two companies are alike, and neither should your plans be.
Come and listen to this podcast as we lay it out for you.
https://youtu.be/C4X-wgWcn9E?si=5dGQTrWJFzOwzmqQ
The National Savings Average in the United States is currently 4.6% as of January 2025, up from 3.5% in December 2024 according to the The Bureau of Economic Analysis (BEA). That said, to truly build "wealth", it is estimated that you should be saving about 20% per year of your take home pay. This is a combination of both pre-tax and after tax strategies based upon your economic status (Please consult your tax adviser on how best to maximize your tax savings).
In this episode we bring David Mozeika, a lifelong financial advisor who started right our of college helping his clients build wealth, on to talk about the psychology of saving first, then spending. His software program called Currence, is changing the way people save. So much so, that his users are saving almost SIX TIMES the national average.
Take a few minutes and check out his stuff. And if you want to load the program for yourself, please use this form to register.