The WealthRabbit Podcast

In this special episode of the WealthRabbit Podcast, Jason and Adam Ackerman sit down with Matt Hougan, Chief Investment Officer at Bitwise, to discuss the newly announced partnership bringing crypto exposure to retirement accounts. Matt shares why he believes we are still in the early innings of crypto adoption, what he sees when speaking to thousands of financial advisors across the country, and...

Payroll shouldn’t slow your business down, and managing retirement contributions shouldn’t be a headache. In this episode of the WealthRabbit Podcast, Charles, Jason, and Adam discuss payroll integrations and why automation is essential for saving time, reducing errors, and making retirement plans easier for small businesses. About WealthRabbit:Meet WealthRabbit, the first digitized platform desig...

Not all financial advisors are required to act in your best interest—so how can you tell the difference? We dive into the key differences between fiduciary and non-fiduciary advisors, common conflicts of interest, and why choosing a fiduciary can make all the difference in your financial success. About WealthRabbit:Meet WealthRabbit, the first digitized platform designed to make SIMPLE IRA managem...

Are you behind on your retirement savings? Don’t worry—you still have time to catch up! In this episode, Adam and Jason break down catch-up contributions, how they work, and how you can take advantage of them to boost your retirement savings. Whether you’re in your 50s and looking to maximize your 401(k) or IRA, or just planning ahead, we’ll cover strategies to help you make the most of these valu...

Adam and Jason give you the inside scoop on what questions to ask and what kinds of plans to avoid when talking to your financial advisor. Learn how to choose the best plans and avoid high fees. About WealthRabbit: Meet WealthRabbit, the first digitized platform designed to make SIMPLE IRA management effortless. Our platform is designed to simplify retirement planning with exclusive features that...

Learn why it's so important to put money into good retirement accounts early to make the most of your money in the shortest time possible. About WealthRabbit: Meet WealthRabbit, the first digitized platform designed to make SIMPLE IRA management effortless. Our platform is designed to simplify retirement planning with exclusive features that make managing your SIMPLE IRA easy. Helpful Links an...

Adam and Jason break down pre and post tax contributions and when to choose Roth vs. traditional retirement plans. About WealthRabbit: Meet WealthRabbit, the first digitized platform designed to make SIMPLE IRA management effortless. Our platform is designed to simplify retirement planning with exclusive features that make managing your SIMPLE IRA easy. Helpful Links and Resources: 🌐 Get Started...

Adam Ackerman and Jason Ackerman join us to break down the key features of SIMPLE IRAs and 401(k)s and key differences including contribution limits, costs, and more. About WealthRabbit: Meet WealthRabbit, the first digitized platform designed to make SIMPLE IRA management effortless. Our platform is designed to simplify retirement planning with exclusive features that make managing your SIMPLE IR...

We're discussing what funds you should put in a retirement plan, when you should start saving and that all important question, how much money you need to retire. About WealthRabbit: Meet WealthRabbit, the first digitized platform designed to make SIMPLE IRA management effortless. Our platform is designed to simplify retirement planning with exclusive features that make managing your SIMPLE IRA eas...

Every retirement plan is set up differently and funds are taxed at different stages. We're breaking it all down in this episode! About WealthRabbit: Meet WealthRabbit, the first digitized platform designed to make SIMPLE IRA management effortless. Our platform is designed to simplify retirement planning with exclusive features that make managing your SIMPLE IRA easy. Helpful Links and Resource...

Learn how much employers and employees can contribute to various types of retirement plans. CPA and WealthRabbit cofounder Jason Ackerman makes this complex topic easy to understand. About WealthRabbit: Meet WealthRabbit, the first digitized platform designed to make SIMPLE IRA management effortless. Our platform is designed to simplify retirement planning with exclusive features that make managin...

In this episode, Jason and Charles break down the different types of retirement plans and how to choose which one is right for you. About WealthRabbit: Meet WealthRabbit, the first digitized platform designed to make SIMPLE IRA management effortless. Our platform is designed to simplify retirement planning with exclusive features that make managing your SIMPLE IRA easy. Helpful Links and Resources...

In this episode, Jason Ackerman, CPA and cofounder of WealthRabbit, breaks down why you should have a retirement plan. About WealthRabbit: Meet WealthRabbit, the first digitized platform designed to make SIMPLE IRA management effortless. Our platform is designed to simplify retirement planning with exclusive features that make managing your SIMPLE IRA easy. Helpful Links and Resources: 🌐 Get Star...