Wealth in Waves Origin Show!
Welcome to Episode 1 of the Wealth in Waves Podcast, a show dedicated to all you busy folks out there making happen along the Gulf Coast!

Welcome to Episode 1 of the Wealth in Waves Podcast, a show dedicated to all you busy folks out there making happen along the Gulf Coast!
If you’re a business owner that is looking to sock money away, what are your options? Should you consider a SEP IRA? Or a 401k? What is profit sharing? What is safe harbor? What is the best retirement plan for a business owner?
This episode is a great example of how competitive the 401k industry has become over the past several years, and why plan sponsors need to keep their plans up to date with consistent benchmarking exercises.
Business owners, successful professionals and those with retirement assets should be aware of current exemption amounts, and how recent history has proven that those amounts can change with the “stroke of a pen”
The global pandemic and resulting market crash and job losses were a stark reminder of how ill prepared most American workers were in an emergency. For companies that offer 401(k) plan, having a robust financial wellness program in place can often help employees deal with this type of financial stress.
Normally the show topics are evergreen, but Will, Jay and Josh all felt that with a possibly historic election just days away, they would record some of their thoughts before the final outcome is known.