Josh & Jay welcome Will Steih, Managing Director of Prime Capital Investment Advisor’s Tennessee office, to the studio to kick off our Business Owner & Strategies Solutions (B.O.S.S.) Series, a 5 part series specifically designed for the planning needs of successful business owners. Topics discussed: Succession Planning, Buy/Sell Funding, Defined Benefit Plans, Non-Qualified Deferred Comp & Employee Stock Ownership Purchase Plans (ESOP).
Josh records this episode at the headquarters of Prime Capital Investment Advisors, joined by Qualified Plan Advisors (QPA) representatives Chris Roper and Tommy Mancuso. In this episode, Josh, Chris, and Tommy break down all of parts that go into a well-constructed qualified retirement plan.
Josh & Jay welcome executives Tim Hakes, President of Prime Capital Investment Advisors, and CEO Glenn Spencer to dive into the “secrets” of the high-net worth investor. What do high net worth investors do that "average" investors don't? The answer may surprise you!
Josh & Jay discuss the pJosh & Jay discuss the pros & cons of the 4 ways to plan for the expenses of long term care: self-insure, traditional LTC insurance, asset based LTC programs and spend-down to Medicaid. ros & cons of the 4 ways to plan for the expenses of long term care: self-insure, traditional LTC insurance, asset based LTC programs and spend-down to Medicaid.
In this episode, Josh & Jay discuss their various personal and professional reasons for starting the podcast.