Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you.
Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.
On episode 26 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.
Listen in as Pete and Matt discuss SECURE 2.0 and how many provisions of the act will affect many individuals and their families.
Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.
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DISCLAIMER
The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
Check the background of Pete Bender on FINRA’s BrokerCheck.
Episode 32: Understanding GASB Statement No. 101: Compensated Absences
Episode 31: Securing Your Future With Long-Term Care Planning
Episode 30: Legacy Planning: Securing Your Future and Leaving a Lasting Impact
Episode 29: Maximizing Impact with Charitable Giving and Tax-Intelligent Strategies
Episode 28: Year-End Tax Planning Through a Tax-Intelligent Lens
Episode 27: SECURE 2.0: Retirement Plan Enhancements
Episode 25: Wealth Management Series – Maximizing Social Security Benefits
Episode 24: Wealth Management Series – Succession Planning for Business Owners: Safeguarding Your Biggest Asset
Episode 23: Wealth Management Series – Tax-Smart Investing and Planning
Episode 22: Wealth Management Series – Tax-Smart Strategies for Wealth Transferring
Episode 21: Wealth Management Series – Retirement Plans
Episode 20: Multistate Nexus and Tax Exposure
Episode 19: Wealth Management Series – The Financial Planning Process
Episode 18: Wealth Management Series – Inflation and Market Volatility
Episode 17: The Cannabis Industry – Part 2
Episode 16: The Cannabis Industry – Part 1
Episode 15: Introducing Our New CEO
Episode 14: Everything Sales Tax
Episode 13: Michigan Uniform Chart of Accounts for Local Government
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