Creating a financial plan can be daunting, no doubt.  While you need to prepare from your side, the financial firm you’re working with needs to be prepared as well. In this episode, Rick Dwyer shares two important factors that you should consider when choosing your financial firm. Rick highlights why you should be familiar with … Continue reading Episode 15 – Company-Related Factors You Need To Consider When Building a Financial Plan →

It can be hard to plan ahead when there are plenty of financial concerns and distractions. While many professionals and business owners say they are on track with their financial planning, not all are confident or even ready for retirement. In this episode, Rick Dwyer discusses his tax-free master plan, which he developed to help … Continue reading Episode 14 – Everything You Need to Know About the Tax-Free Master Plan Strategy →

Believe it or not, employee benefits are not just for employees. They can also be a huge benefit to employers. In this episode, Rick Dwyer sits down with Argallus Financial’s national field director Jason Portz. Today, Jason breaks down the ins and outs of employee benefits. He reviews its pricing, limitations, and other considerations to … Continue reading Episode 13 – The Ins and Outs Of Employee Benefits – With Guest Jason Portz →

Tax season is not a yearly event. Instead, it’s something you should be aware and conscious of throughout the year, especially if you are a business owner.   In this episode, Rick Dwyer discusses all things tax planning, from the tax code to minimizing taxes. Tune in to discover tax-related considerations business owners should always be … Continue reading Episode 12 – Tax Planning Considerations For Business Owners →

While many people dream of owning a business, making it a successful, profitable reality requires hard work and understanding.  In this episode, Rick Dwyer discusses several ways you can establish and grow your business. He offers insight into the different ways you can structure operations, maximize profits, and minimize taxes. In this episode, you will … Continue reading Episode 11 – How To Successfully Establish and Grow A Business →

At some point in your life, you will need retirement income. But do you know how much you’ll need to live comfortably and where you should be getting it from? In this episode, Rick Dwyer discusses and answers key questions about how pre-retirees can support themselves in retirement.  In this episode, you will learn: The … Continue reading Episode 10 – Financial Planning For Retirement 101 →

While client asset management is a big part of being a financial advisor, every professional has a different way of handling them.  In this episode, Rick Dwyer discusses how Argallus Financial Group manages their clients’ asset management and what approach the firm takes to the managed money process.  In this episode, you will learn: What … Continue reading Episode 9 – One Advisor’s Approach to Asset Management →

For so many Americans, “debt-free” may seem like a dream that’s just a little bit out of reach. But it doesn’t have to be.  In this episode, Rick Dwyer discusses strategies to reduce and eliminate your debt in order to become debt-free. Rick shares his insight about different types of loans and steps you can … Continue reading Episode 8 – You Can Be Debt-Free →

Gold Star Adjusters knows the insurance game inside and out—and they have your best interest in mind. In this episode, Rick Dwyer is joined by the company’s president and CEO, Mark Goldwich, who explains the role of Gold Star Adjusters when it comes to presenting a claim to achieve the maximum settlement for a loss.  … Continue reading Episode 7 – A Deep Dive into Insurance Adjusting – with Guest Mark Goldwich →

Did you know that there are many ways you can benefit from an unwanted life insurance policy?  In this episode, Rick Dwyer and guest, Lisa Rehburg, discuss several options you can consider before dropping or letting an unwanted life insurance policy expire. In this episode, you will learn: What a life insurance settlement is The … Continue reading Episode 6 – What to Do with an Unwanted Life Insurance Policy – with Guest Lisa Rehburg →