Joe Simon Podcast
By Joe Simon Podcast
Joe Simon PodcastMar 07, 2023
You Shouldn't Outlive Your Money
Things get pretty rowdy as Joe and his special guest, Van Mueller, dive deeper into retirement funding, Social Security and planning for our sunset years.
Hard Landing or Soft Landing
Joe Simon and his special guest, Van Mueller discuss retirement planning, long-term care, nursing home care and so much more in this BONUS LENGTH episode!
Joe Simon Podcast EXTENDED with Van Mueller S03E01
LEFT POCKET TO RIGHT POCKET: Joe sits down with the legendary Van Mueller to talk about personal finances and business owner strategies in today's marketplace
QLACs and RMDs: It’s Your Money!
Why let the government tell you when you take your money out of your retirement savings? If you qualify – and with a qualified balance – you can call your own shots!
Getting Your Retirement Plan Across the Goal Line (Bonus)
In a world of climbing global debt, financial insecurity, and aging populations, Joe talks about ways to protect your future income and happiness.
Long Term Care Insurance Isn’t a Luxury
Long term care costs can be the boogey-man of estate preservation and business planning. Be educated on this topic.
A Sure Thing: Guaranteed Retirement Income
Joe digs deep into his OWN journey to share with you the lessons he's learned and the knowledge he's built around retirement income.
Attracting, Developing, and Retaining Top Talent
Joe talks about how higher education is attracting and retaining top talent like Harbaugh, Sweeney, Staley, and Franklin by using Split Dollar Life Insurance.
Indexed Universal Life Insurance
With all the alternatives available for business owners and leaders, IUL Insurance fills a unique (and attractive) niche that is becoming increasing popular in the marketplace.
The Joe Simon Podcast: 401Ks, IRAs, Business Assets and Smart Money
Why is the smart money in America leaving the traditional bank model and finding a new home with insurance companies? Joe and Joy discuss annuities as retirement investments in this episode of the Joe Simon Podcast.
The Joe Simon Podcast: Sticky Employers - Using DCPs to Keep Key People Around
Joe and Joy continue their conversation around using qualified and non-qualified Deferred Compensation Plans as a means to attract and retain key employees.
The Joe Simon Podcast: Key Person Deferred Compensation Plan Options
Joe discusses the benefits of deferred compensation plans for key persons in your organization.
The Joe Simon Podcast: Wealth Transfer for Business Leaders
Along with Joy, Joe discusses strategies around wealth transfer for business owners or leaders including Long-Term Care and Life Insurance.
The Joe Simon Podcast: Why a Professional Employer Organization?
All businesses, big or small, can benefit from using a PEO to fill-out or augment their Human Resources department. According to NAPEO, businesses that work with a PEO grow seven to nine percent faster than similar-sized businesses that don’t. They also have 10 to 15 percent less employee turnover and are approximately 50 percent less likely to go out of business.
The Joe Simon Podcast: Succession Planning
Businesses need a game plan; succession planning.
The Joe Simon Podcast: A Trailer
Welcome to The Joe Simon Podcast! Meet Joe Simon and discover his passion for Wisconsin business and community. You'll also meet Joy Kapheim who has carved a career out of working with, promoting and advocating for local businesses.