Retirement Maximization and Executive Compensation Wizardry!

The Haney Company Financial Guy Podcast

Jun 20 2023 • 39 mins

Most organizations want to offer a great retirement plan that helps their employees save for their future, yet few realize the opportunities that exist on how to customize their retirement offerings to their employees. My guest on this episode is the amazing Kristin Tocket, Retirement Plan expert extraordinaire and boy has she seen it all! Give this a listen as Kristin shares some fantastic insights on strategies and best practices to optimize retirement, set aside more money than you already do, which vehicles might make sense, and what to watch out for.  Retire happy my friends!

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