Your Path Podcast
By ABGConsultants
Whether you're someone looking to build your own financial plan or you're part of an organization looking to support your team through amazing retirement benefits, we are your guides no matter what path you choose.
This is the Your Path Podcast!
Your Path PodcastNov 30, 2020
Year End Planning & Getting Ready For 2021
In this week's episode on the Your Path Podcast, Tom Krusic and I discuss year-end planning and how to get ready for 2021. From learning how to control your spending to your FSA, to how to donate to charity - we have got you covered in this episode.
#COLA #budget #IRA #Contributions #Tips #Finance #Retirement #401(k) #deductible #NewYear #financialplanning #debt
Top 5 things to look for when switching 401(k) advisors
In this episode, Tom Krusic and I jam on the top 5 things to look for when switching 401(k) advisors.
According to Fidelity's 2020 Plan Sponsor Attitudes survey, only 70% of companies who have an advisor working with them on their retirement plan are satisfied. Surprised by this stat? Me too. Listen on to understand how you can beat the odds.
Be sure to look for these things when looking for a financial advisor to help set up your corporate retirement plan.
- Keep an eye out for value, not just the lowest cost
- Make sure they are a Full Fiduciary, not a co-fiduciary
- Get an understanding of their investment philosophy and investment process
- What are they going to do to help your employees
- Are there other services you can tap into when hiring the advisory firm (HSA support, 529 plans, IRA's, etc.)
Fiduciary | Plan sponsor | Retirement Plans | Sponsored Plans | Finance | Financial advisor | Retirement | 401(k) | Employee Benefits | HR | Human Resources | Financial Planning | Investment Management
Changing Financial Lives w/ Financial Finesse
Join us as we talk with Greg Ward, the Director of the Financial Wellness Think Tank at Financial Finesse and the sitting Vice Chair of EBRI’s Financial Wellbeing Research Center. He is an expert on workplace financial wellness and has developed comprehensive industry standards for designing, delivering, and measuring the ROI of workplace financial wellness programs delivered as an employer-paid benefit.
Greg & Erica will be talking about the financial literacy gap, what causes individuals to shy away from engaging in financial conversations, shame & biases, and how Financial Finesse helps to fill in some of those gaps.
Are you a business owner looking to make a positive impact in the lives of your employees - you're going to need to listen to this.
Greg Ward LinkedIn - https://www.linkedin.com/in/greg-ward-a235bb21/
Financial Finesse - https://www.financialfinesse.com/
COVID Financial Survival Tool Kit - https://www.financialfinesse.com/getaccess/
Twitter - https://twitter.com/fin_finesse?lang=en
Facebook - https://www.facebook.com/FinancialFinesse
Instagram - https://www.instagram.com/thefinancialfinesse/
#retirement #401k #finance #financialwellness #money #behavior #shame #future #growth #education #development #financialplanning #investment #employeebenefits #humanresources #HR #Employeebehavior #workplaceculture
Money Vehicle w/ the Fullback of Finance - Jedidiah Collins
In this episode we will be talking with NFL turned CFP, Jedidiah Collins, around his book Money Vehicle and discover ways in which we can elevate the financial literacy of all people.
Jed takes great pride in transforming the lives of our youth and giving families a platform to come together and discuss money in ways they have never done previously. Listen to get some great insights, sign up for his certification course, and read his book to get financially fit.
LinkedIn - https://www.linkedin.com/in/jedidiah-collins/
Website - https://jedidiahcollins.com/
YouTube - https://www.youtube.com/channel/UCHKao8WBXV8ZmnfTmOd5ssw
#Finance #retirement #401k #nfl #football #money #financialtips #Financialplanning #Financialadvisor #future #goals #savings
Workplace culture, communication, and Motivosity w/ Jared Olsen
Join us as co-host Tom Krusic & I chat with Jared Olsen, HR disruptor, Entrepreneur, and head of customer success @ Motivosity.
We discuss everything from the future of human resources, recruiting, employee culture, communication, and love languages. If you are looking for a way to create rich employee acknowledgment and community building system, take a look at Motivosity. Listen now to understand why.
Motivosity LinkedIn - https://www.linkedin.com/company/motivosity/
Motivosity Website - https://www.motivosity.com/
Jared Olsen LinkedIn - https://www.linkedin.com/in/jaredolsen/
Putting Your People First w/ Erica Bonser
The tables have turned for this week's conversation where Erica Bonser, our podcast host, is put in the hot seat to discuss the importance of putting your people first & how that translates into employee benefits. Before Erica came to work with ABG as the Director of Marketing, she worked as a community & people developer at #lululemon & moved on to starting her own business where she expanded this work within small businesses in Colorado.
We talk branding, culture, feedback conversations, and mindset shifts. Don't miss out.
As mentioned in the discussion, the list of the recommended reading below.
1. Brene Brown - all her books, podcast, and TedX talks
2. Simon Sinek - Start with Why, Leaders Eat Last, Find Your Why
3. Marty Neumier - Zag, Brand Gap, designful thinking, Brand Flip
4. Donald Miller - Storybrand
5. Gino Wickman - Traction
#leadership #people #humanity #growth #growthmindset #finance #employeebenefits #brenebrown #lululemon #consulting #smallbusiness #401k #wealthmanagement #brand #simonsinek #startwithwhy #communication #feedback #story #hiring #retention #buildingblocks #designthinking #journey
Firestorm, the journey, & the power of networking w/ Philip Pelto
Join us as we interview Philip Pelto, the owner of Firestorm, a professional networking organization that focuses on serving the business to business (B2B) market. We dive into how Philip got started, what makes Firestorm so successful, and the importance that finance plays when starting a business.
"MyFirestorm, founded in 2005, is a business to business networking organization. We organize weekly meetings and events that are designed to help high-quality professionals meet, build relationships, and share referrals. MyFirestorm groups and socials are typically composed of high-quality B2B salespeople, entrepreneurs, business owners, and others whose business can be influenced by networking, strategic connections, and referrals. Guests are always welcome at meetings and socials. The goal of MyFirestorm Business Networking is to increase business for its members! Join us for an event, have some fun, and see how we can help each other grow!"
#Businessnetworking #Strategicpartnerships #Referralgroups #Eventmanagement #BusinesstoBusiness #RelationshipBuilding #RelationshipSelling #Networking #finance #retirement #b2b #wealthmanagement #story #growth #strategy
What's in a Credential? w/ Tom Krusic
Join us as we interview Tom Krusic, Vice President of ABG Consultants, and discuss everything from trust & quality, to experience & licensing, to employee advocates, and continued education.
Are you someone who gets confused by the alphabet soup that exists after an individual's name? Yeah, us too. Let's peel back the layer to that onion and take a look inside.
#retirement #credentials #advocacy #employees #benefits #finance #coned #future #trust #value #accredidation #wealthmanagement #serviceindustry
What is a Fiduciary & Why Should You Hire One? W/ Wes Jensen
Join us as we interview Wes Jensen, Cheif Investment Officer at ABG Consultants around - what is a fiduciary & why you should hire one?
Wes has been with ABG Consultants for 12 years and a Retirement Plan Advisor for 16 years. He is a wealth of information & an expert when it comes to retirement planning.
Make sure to follow Wes via social to stay connected & in the loop with industry trends.
HR Advantage Group & Current Times w/ Leon Cerna
On this episode, co-host Tom Krusic and I interview Leon Cerna, president of HR Advantage Group.
Come find out how the HR Advantage Group came to be, Leon's influential upbringing, and get to understand a different side of the Paycheck Protection Program (PPP) and the Cares Act as told through the lens of someone immersed in the human resource industry.
Find Leon on LinkedIn here.
Get in touch with the HR Advantage Group here.
Decisions Employers Can Make During Economic Decline w/ Peter Messina
Join me as I interview Peter Messina, Vice President of ABG Consultants. We discuss all the options that employers can make during economic decline. Looking at Safe Harbor Plans, Defined Benefit Plans, furloughed vs terminated employees, and how the CARES Act & PPP (Paycheck Protection Program) can all play a role in your decision-making process.
To contact Peter if you have more questions, contact him here.
To find out more about ABG Consultants and how they can help, click here.
Investing In A Volatile Market w/ Tom Krusic
Join me as I interview Tom Krusic, Vice President of ABG Consultants, about Investing In A Volatile Market. We will be covering how to put your money to work strategically, the importance of getting professional advice, and what it means to take the appropriate risk.
To stay in the loop with what Tom is getting up to make sure to follow him via LinkedIn - https://www.linkedin.com/in/tomkrusic/
To stay connected to ABG Consultants make sure to follow via LinkedIn (https://www.linkedin.com/company/abg-consultants) and visit their site at https://consultabg.com/
Questions from Plan Participants in the Time of COVID-19.
Join us as I interview Larry Solomon, President of ABG Consultants. After receiving numerous questions from our Plan Participants, we boiled it down to the juiciest top 9 as it relates to our current environment (COVID-19). Listen now and see what Larry has to say!