342: Cash Balance Plan vs 401(k), How the Deduction Works for Business Owners

Poster for a talk: 'How to create an income floor for retirement?' with Rohit Puniyani, Co-Founder & Chief Solutions Officer, The Owner’s Asset (host photo).

If you own a profitable business, your retirement plan often targets employees, not owners. In Part 2 of our series, Rohit Punyani, co-founder and Chief Solutions Officer of The Owner’s Asset, sits with Jayson Lowe. They explain how a cash balance plan vs 401(k) works and why it behaves differently. Missed the start of the […]

333: Farming Is One of the Most Capital-Intensive Businesses

Podcast cover: title 'HOW FARMERS ARE CREATING WEALTH WITHOUT RELYING ON BANKS' with a smiling man and woman against a dark gradient background.

When people picture farming, they picture open fields, tractors, and sunsets. What they don’t picture is one of the most capital-intensive businesses on the planet, millions of dollars tied up in land, equipment that can cost as much as a family home, and banks that “somehow always seem to know exactly when your payment is […]