How can business owners keep their financial strategies effective for long-term success?

In this informative episode of Life Unlimited, host Larry Heller, CFP®, CDFA®, reveals the intricacies of corporate benefits and cash management tailored for business owners. Learn how regularly updating 401k plans, optimizing cash reserves, and leveraging professional networks can alter your business. Obtain actionable insights on attracting and retaining employees, maximizing tax advantages, and implementing successful financial planning strategies.

Key Points Covered:

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• Enhancing employee retention and tax benefits by updating 401k plans
  
• Ensuring a robust, tax-advantaged retirement plan to provide the business significant savings while attracting and retaining top talent
  
• Simplifying employee investment decisions with model portfolios
  
• Optimizing cash management and utilizing high-yield strategies for better returns
  
• Saving additional funds through strategic cash balance plans
  
• Leveraging a network of experts for comprehensive business support
  
• Larry’s hands-on experience and credible advice for business owners
  
• And More!
  

Tune in to transform your business’s financial strategy and achieve long-term success.

Resources: 

► Services Triangle

► Our Approach 

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• An Employer’s Guide to 401k Plans: A Four-Part Series (Part I) (Ep. 144)
  
• An Employer’s Guide to 401k Plans: A Four-Part Series (Part II) (Ep. 146)
  
• An Employer’s Guide to 401k Plans: A Four-Part Series (Part III) (Ep. 148)
  
• An Employer’s Guide to 401k Plans: A Four-Part Series (Part IV) [Ep. 150]
  
• Using a Cash Balance Plan to Save Large Pre-Tax Dollars with David Yackel (Ep.121)
  

Connect with Larry Heller: 

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• (631) 248-3600
  
• Schedule a 20-Minute Call
  
• Heller Wealth Management
  
• LinkedIn: Larry Heller, CFP®, CDFA®, CPA
  
• YouTube: Life Unlimited with Larry Heller, CFP®