Episodes

  • Episode 15 – Company-Related Factors You Need To Consider When Building a Financial Plan

    Episode 15 – Company-Related Factors You Need To Consider When Building a Financial Plan
    Apr 21 2021
    Creating a financial plan can be daunting, no doubt.  While you need to prepare from your side, the financial firm you’re working with needs to be prepared as well. In this episode, Rick Dwyer shares two important factors that you should consider when choosing your financial firm. Rick highlights why you should be familiar with … Continue reading Episode 15 – Company-Related Factors You Need To Consider When Building a Financial Plan →
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    19 mins
  • Episode 14 – Everything You Need to Know About the Tax-Free Master Plan Strategy

    Episode 14 – Everything You Need to Know About the Tax-Free Master Plan Strategy
    Mar 3 2021
    It can be hard to plan ahead when there are plenty of financial concerns and distractions. While many professionals and business owners say they are on track with their financial planning, not all are confident or even ready for retirement. In this episode, Rick Dwyer discusses his tax-free master plan, which he developed to help … Continue reading Episode 14 – Everything You Need to Know About the Tax-Free Master Plan Strategy →
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    21 mins
  • Episode 13 – The Ins and Outs Of Employee Benefits – With Guest Jason Portz

    Episode 13 – The Ins and Outs Of Employee Benefits – With Guest Jason Portz
    Feb 17 2021
    Believe it or not, employee benefits are not just for employees. They can also be a huge benefit to employers. In this episode, Rick Dwyer sits down with Argallus Financial’s national field director Jason Portz. Today, Jason breaks down the ins and outs of employee benefits. He reviews its pricing, limitations, and other considerations to … Continue reading Episode 13 – The Ins and Outs Of Employee Benefits – With Guest Jason Portz →
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    27 mins
  • Episode 12 – Tax Planning Considerations For Business Owners

    Episode 12 – Tax Planning Considerations For Business Owners
    Feb 3 2021
    Tax season is not a yearly event. Instead, it’s something you should be aware and conscious of throughout the year, especially if you are a business owner.   In this episode, Rick Dwyer discusses all things tax planning, from the tax code to minimizing taxes. Tune in to discover tax-related considerations business owners should always be … Continue reading Episode 12 – Tax Planning Considerations For Business Owners →
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    21 mins
  • Episode 11 – How To Successfully Establish and Grow A Business

    Episode 11 – How To Successfully Establish and Grow A Business
    Jan 6 2021
    While many people dream of owning a business, making it a successful, profitable reality requires hard work and understanding.  In this episode, Rick Dwyer discusses several ways you can establish and grow your business. He offers insight into the different ways you can structure operations, maximize profits, and minimize taxes. In this episode, you will … Continue reading Episode 11 – How To Successfully Establish and Grow A Business →
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    30 mins
  • Episode 10 – Financial Planning For Retirement 101

    Episode 10 – Financial Planning For Retirement 101
    Dec 2 2020
    At some point in your life, you will need retirement income. But do you know how much you’ll need to live comfortably and where you should be getting it from? In this episode, Rick Dwyer discusses and answers key questions about how pre-retirees can support themselves in retirement.  In this episode, you will learn: The … Continue reading Episode 10 – Financial Planning For Retirement 101 →
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    26 mins
  • Episode 9 – One Advisor’s Approach to Asset Management

    Episode 9 – One Advisor’s Approach to Asset Management
    Oct 28 2020
    While client asset management is a big part of being a financial advisor, every professional has a different way of handling them.  In this episode, Rick Dwyer discusses how Argallus Financial Group manages their clients’ asset management and what approach the firm takes to the managed money process.  In this episode, you will learn: What … Continue reading Episode 9 – One Advisor’s Approach to Asset Management →
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    18 mins
  • Episode 8 – You Can Be Debt-Free

    Episode 8 – You Can Be Debt-Free
    Oct 19 2020
    For so many Americans, “debt-free” may seem like a dream that’s just a little bit out of reach. But it doesn’t have to be.  In this episode, Rick Dwyer discusses strategies to reduce and eliminate your debt in order to become debt-free. Rick shares his insight about different types of loans and steps you can … Continue reading Episode 8 – You Can Be Debt-Free →
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    22 mins