In this episode, your host Greg Shepard shares with you 7 questions to ask your financial advisor.

Maybe you're currently in the market for an advisor or trying to figure out what your advisor really does to justify his / her fee.

Listen as Greg shares with you, not only the 7 questions to ask your financial advisor, but how he answers the very same questions for his firm.

Remember, if you're trusting your life savings to this person (financial advisor), it's probably a good idea you know one or two of these things discussed in this episode. Be your own advocate!

Lastly, listen as Greg talks you through a couple real-life examples of how getting answers to these questions can impact your decision making......especially when it comes to expenses!

Greg is a financial advisor at S&A Financial Services, Inc. and specializes in working with small business owners and their CPA's in providing proactive / wholistic financial solutions.

Other Resources:

Podcast Episode: What is a Backdoor Roth IRA Contribution?

Podcast Episode: Who Can Contribute to SEP IRA?

Small Business Financial Podcast

www.safianncialservices.com

greg@shepardfinancial.com

In this episode, your host Greg Shepard shares with you his thoughts around marketing and growing your business.

Listen as he shares with you what he's done that works, but more importantly, what he's done that hasn't worked.

Greg will share with you a short story to emphasize why it's important to buddy-up with those in different industries that cross over into your industry - centers of influence.

Lastly, Greg talks about how nothing really replaces person-to-person interaction and how we've gotten away from that over the last decade or so.

Greg is a financial advisor at S&A Financial Services, Inc. and specializes in working with small business owners and their CPA's in providing proactive / wholistic financial solutions.

Other Resources:

Podcast Episode: What is a Backdoor Roth IRA Contribution?

Podcast Episode: Who Can Contribute to SEP IRA?

Small Business Financial Podcast

www.safianncialservices.com

greg@shepardfinancial.com

In this episode, your host Greg Shepard shares with you new"ish" rules surrounding Inherited IRA's.

These rules came about with the SECURE ACT of 2020.

Listen as Greg shares with you how the interpretation of the new rules has morphed in less than 2 years and why most financial advisor's aren't even aware.

Lastly, Greg talks you through a simple example to illustrate the new rule so anyone can understand.

Remember, there are a lot of nuances with these new Inherited IRA rules and its vital that you work with a competent financial advisor and CPA planner to make sure you're getting things right.

Don't go at this alone!!

Greg is a financial advisor at S&A Financial Services, Inc. and specializes in working with small business owners and their CPA's in providing proactive / wholistic financial solutions.

Other Resources:

Podcast Episode: What is a Backdoor Roth IRA Contribution?

Podcast Episode: Who Can Contribute to SEP IRA?

Small Business Financial Podcast

www.safianncialservices.com

greg@shepardfinancial.com