Future Focus: A Financial Strategies Podcast

Troy talks with guest, Tom Bacharach from RMC Group, to discuss retirement and tax planning for business owners. Business owners have specific retirement needs and may want to consider a defined benefit plan to meet their goals. These plans may also help with tax deductions while providing income during retirement. Check out this episode to hear Troy and Tom explain the difference between defined...

If you’re a business owner and you have a vision for how you’d like your business to continue after you’re no longer involved, you need a documented succession plan. This can help you distribute your business fairly to your spouse, remaining heirs and other interested parties whether you leave your business for retirement, disability, death or other reason. This episode will walk you through items...

The Ameritas advanced planning team discusses why everyone needs an estate plan, not just the wealthy. Knowing the basics of estate planning is important for anyone with any kind of asset, no matter its worth. It can help you determine exactly who you want your properties distributed to, and it puts the management of that disbursement into the hands of someone you trust. In the end, creating an es...