Introducing Joel Regier, an accomplished financial planner known for his expertise in navigating distribution planning and tax obligations for retirement income. Drawing on nearly three decades of industry experience, Joel has developed a deep understanding of how to help small and mid-sized business owners, as well as upper-middle-class individuals, secure their financial futures. By concentrating on both building wealth and distributing it during retirement, Joel's clients are able to minimize tax liabilities and make the most of their hard-earned savings.
In this episode, Joel Regier will discuss the following:
- Discover crucial financial planning strategies for business owners to secure their future.
- Uncover the secrets of effectively distributing your retirement income for a worry-free life.
- Gain insights into tax obligations and upcoming reforms that could impact your business.
- Learn the advantages of estate planning for entrepreneurs to protect their legacy.
- Explore the potential of financial wellness programs to boost employee engagement and productivity.
My special guest is Joel Regier, owner of Regier Private Wealth Management. Phone: 847.595.1955; Email: joel@regierpwm.com
Host -- Precise Fleet Tracking Solutions, www.precisefleettracking.com, Office Phone 847.865.6008
