Everyday Business Podcast

Whether you’re approaching retirement or already enjoying it, knowing how to efficiently withdraw funds from various accounts can significantly impact your financial future. In the latest episode of the Everyday Business podcast, hosts Andrew Matuzak , Pete Bender , and Matt Cash tackle one of our clients’ most frequently asked questions: What are the best tax-smart withdrawal strategies in retire...

In this episode of the Everyday Business Podcast, Andrew Matuzak , Matt Cash , and Austin Schaul dive deep into a year-in-review of the markets and the economy, providing insights into key investment trends, consumer strength, inflation, and the global market. The team also explores the impact of elections on the stock market and discusses sectors investors are watching closely. Year-in-Review &am...

According to the 2024 Value of an Advisor study by Russell Investments, investors who work with financial advisors can see a value-added benefit of up to 5% annually compared to a do-it-yourself approach. Having a financial advisor by your side can make all the difference in reaching your goals. In the latest episode of the Everyday Business podcast, hosts Andrew Matuzak , Pete Bender , and Matt C...

Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 32, host  Michael Rolka, CPA, CGFM , Principal in Yeo & Yeo’s Auburn Hills office, is joined by Daniel Beard, CPA , Manager in Ann Arbor. Listen in as Mike and Dan discuss GASB Statement No. 101, Compensated Absences, breaking down its complex aspects into digestible insights. They discuss its purpose, its impact on governmental...

Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 31, host  Peter Bender , leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash , financial planning consultant for Avantax Planning PartnersSM. Long-term care planning is important because it can help ensure that you have the financial resources to cover long-term care expenses without depleting your savings or burden...

Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 30, host  Peter Bender , leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash , financial planning consultant for Avantax Planning PartnersSM. Legacy planning goes beyond wealth and age; it's crucial for anyone aiming to make a lasting impact by ensuring their values, assets, and priorities are passed on meaningfully...

Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 29 of Everyday Business, host  Peter Bender , leader of Yeo & Yeo Wealth Management, is joined by  Matthew Cash , financial planning consultant for Avantax Planning PartnersSM and Andrew Matuzak , a Wealth Management Specialist in Yeo & Yeo's Saginaw office.  Charitable giving is a meaningful way to support the causes you ca...

Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 28, host  Peter Bender , leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash , financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete and Matt discuss the importance of year-end tax planning and tax-intelligent concepts to consider, including tax-focused investment strategies, retirement pl...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for 100 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 27 of Everyday Busi...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 26 of Ever...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 25 of Ever...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 24 of Ever...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 23 of Ever...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 22 of Ever...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 21 of Ever...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 20 of Ever...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 19 of Ever...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 18 of Ever...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 17 of Ever...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 16 of Ever...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 15 of Ever...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 14 of Ever...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 13 of Ever...

Episode 12: Single Audits for Government Entities Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, w...

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 11 of Ever...