Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Content provided by Andrew Rafal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Rafal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Similar to Your Wealth & Beyond: Secrets of Successful Entrepreneurs
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Master the best of what other people have already figured out. “The highest density of wisdom per episode of any podcast.” If you like what we're doing, please hit the follow button. It's a small thing, but it helps us keep going. Thanks for listening. My newsletter: https://fs.blog/newsletter/ My books: https://fs.blog/books/ IG: https://www.instagram.com/farnamstreet LI: https://www.linkedin.com/in/shane-parrish-050a2183/
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Building Wealth for You & Your Employees with Brian Hartstein
Manage episode 423559670 series 1942938
Content provided by Andrew Rafal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Rafal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Today's guest is none other than Bayntree's Director of Corporate Development, Brian Hartstein. If you're a business owner looking for advice and strategies on tax planning or creating pensions, Roth IRAs and 401(k) plans, you've come to the right place.
In our conversation, Brian and I are exploring different ways business owners can start preparing–especially with our pretax dollars–to create the best possible financial outcomes not just for themselves but also for their employees.
We'll cover some of the big mistakes business owners make when it comes to pretax spending, how Brian analyzes a prospective client's business to recommend solutions, and why it's so important for entrepreneurs to have a solid financial education of their own.
Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/90
Key takeaways
- The common issues business owners face when it comes to paying themselves out, creating a great company culture, and avoiding tax pitfalls.
- Why so many business owners lack the proper guidance when it comes to financial planning and especially taxes.
- How a third-party administrator can fit into your business structure to help meet your financial goals.
- The ABCs of employee benefits and contribution matching and how to find the sweet spot that works best for you and your employees.
- Why tax planning is only going to get more important over the next 10-15 years–and why there’s no better time to get started than right now.
Interview Resources
- Bayntree Wealth Advisors
- Bayntree Wealth Advisors on YouTube | LinkedIn | Instagram | X/Twitter
- Brian Hartstein, MSFS, CLU, ChFC on LinkedIn
111 episodes
Share
Manage episode 423559670 series 1942938
Content provided by Andrew Rafal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Rafal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Today's guest is none other than Bayntree's Director of Corporate Development, Brian Hartstein. If you're a business owner looking for advice and strategies on tax planning or creating pensions, Roth IRAs and 401(k) plans, you've come to the right place.
In our conversation, Brian and I are exploring different ways business owners can start preparing–especially with our pretax dollars–to create the best possible financial outcomes not just for themselves but also for their employees.
We'll cover some of the big mistakes business owners make when it comes to pretax spending, how Brian analyzes a prospective client's business to recommend solutions, and why it's so important for entrepreneurs to have a solid financial education of their own.
Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/90
Key takeaways
- The common issues business owners face when it comes to paying themselves out, creating a great company culture, and avoiding tax pitfalls.
- Why so many business owners lack the proper guidance when it comes to financial planning and especially taxes.
- How a third-party administrator can fit into your business structure to help meet your financial goals.
- The ABCs of employee benefits and contribution matching and how to find the sweet spot that works best for you and your employees.
- Why tax planning is only going to get more important over the next 10-15 years–and why there’s no better time to get started than right now.
Interview Resources
- Bayntree Wealth Advisors
- Bayntree Wealth Advisors on YouTube | LinkedIn | Instagram | X/Twitter
- Brian Hartstein, MSFS, CLU, ChFC on LinkedIn
111 episodes
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Similar to Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Positive Leadership has the power to change the world. By focusing on trust, empathy, authenticity and deep collaboration, leaders can energize their teams to achieve success for individuals, their organizations, and society as a whole. Yet, it remains relatively unknown outside positive psychology and neuroscience circles. Join Jean-Philippe Courtois, former member of the Microsoft senior leadership team alongside Satya Nadella and co-founder of Live for Good, as he brings Positive Leadersh ...
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Where startup founders raise millions and listeners can invest. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
It’s no secret that business owners want to receive positive reviews and customers want to have a positive experience. In Behind the Review, Yelp and Entrepreneur dig a little deeper on both accounts. Hosted by Yelp’s Small Business Expert, Emily Washcovick, Behind the Review features conversations with reviewers and business owners about their experiences—whether it was one star or five stars—giving listeners behind-the-scenes insights into what was really going on. Restaurants, plumbers, f ...
…
continue reading
Master the best of what other people have already figured out. “The highest density of wisdom per episode of any podcast.” If you like what we're doing, please hit the follow button. It's a small thing, but it helps us keep going. Thanks for listening. My newsletter: https://fs.blog/newsletter/ My books: https://fs.blog/books/ IG: https://www.instagram.com/farnamstreet LI: https://www.linkedin.com/in/shane-parrish-050a2183/
…
continue reading
The Self-Employed Life Podcast (formerly Creative Warriors) provides business and personal development strategies for self-employed business owners that create sustainable success. A community of self-employed and small business owners, entrepreneurs, innovators and ambitious individuals that need creative solutions in business. Being self-employed and a business Warrior is a mindset, a spirit and a challenge. We need a different way of doing business. This is business with a soul. We discus ...
…
continue reading
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