Joe Simon Podcast

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.

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!

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

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!

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 costs can be the boogey-man of estate preservation and business planning. Be educated on this topic.

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.

Joe talks about how higher education is attracting and retaining top talent like Harbaugh, Sweeney, Staley, and Franklin by using Split Dollar 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.

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.

Joe and Joy continue their conversation around using qualified and non-qualified Deferred Compensation Plans as a means to attract and retain key employees.

Joe discusses the benefits of deferred compensation plans for key persons in your organization.

Along with Joy, Joe discusses strategies around wealth transfer for business owners or leaders including Long-Term Care and Life Insurance.

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.

Businesses need a game plan; succession planning.

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.