Shows
401(k)ouple PodcastSetting Boundaries and Saying No With Melissa TeritoFollow Melissa on LinkedIn: https://www.linkedin.com/in/melissaterito/ Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry. In this episode, we discuss everything from retirement plan operations to building a personal brand. Melissa’s journey from high school math teacher to equity partner at Sentinel Pension is so interesting! Some key takeaways: ✔️ Boundaries at work = more balance and better leadership ✔️ Empowering your team is key to growth and satisfacti...
2025-07-2547 min
Step into the PivotMelissa Terito: Leadership Lessons - Classroom to BoardroomStep into the remarkable journey of Melissa Terito, a dynamic guest who transitioned from a fulfilling teaching career to become a partner at a top CPA firm. In this episode, we explore how she navigated her career pivot, embracing the internal nudges that drove her towards a new path in accounting. With a deep appreciation for the skills acquired through her teaching background, Melissa discusses the unique ability to translate complex ideas into relatable concepts, a skill that serves her well in the financial industry. Listen as she shares candid insights on the fears and challenges associated...
2025-04-1128 min
Mullers on the MoveCash Balance Plans with Melissa TeritoIn this episode of Mullers on the Move, we sit down with Missy Terito, a CPA specializing in retirement plan consulting, to demystify cash balance plans. Together, we explore how these unique retirement plans can boost savings and provide substantial tax benefits for business owners. Missy shares her expert knowledge on the process, tax implications, and essential considerations for setting up a cash balance plan, making it accessible even for those unfamiliar with the concept.
Whether you’re a business owner seeking to maximize your retirement savings or just curious about advanced financial planning strategies, this...
2024-12-3131 min
Louisiana LadiesS5E2: What is Flower Fest?This week, we are joined by our first guest of 2024! The lovely Amy Vandiver, founder of The Flower Fest, stopped by to tell us all about this wonderful event happening right here in Baton Rouge. Flower Fest is an annual floral competition that consists of a gala and weekend market, all to raise money for St. Jude Children's Research Hospital! If you haven't heard, our very own Melissa Terito is a 2024 Flower Fest honoree! This means that you can donate to St. Jude directly on her behalf. Listen along to learn how Amy came up with idea for this...
2024-01-2250 minLouisiana LadiesAgent Aimee: Real Estate and Disney TravelWe are so excited to be back this week with a new episode of Louisiana Ladies! Our special guest this week is Melissa's sister-in-law, Aimee Terito! Aimee is a full-time real estate agent and also works as a Disney travel agent on the side. We had so much fun talking about both of her passions, from home buying, to Disney vacations! It also felt so good to get back behind the microphone after a week off from recording. Be sure to connect with Aimee through Facebook for all of your real estate and Disney travel needs!Aimee...
2021-09-131h 07
The Patty-G ShowEpisode #84: Two Podcasting CPAs Walk Into A Bar - Melissa TeritoWhat happens when you take someone who is so number oriented and put them behind a microphone? Well, this week our featured guest does just that. Melissa Terito is a CPA at Faulk & Winkler's, but more so, she also hosts her own podcast, Louisiana Ladies Podcast. In this episode of The Patty-G Show, we chatted about the difference between what it takes to be a CPA and what is involved with hosting a podcast. This conversation led us to get into the nitty gritty of starting a podcast and some useful tips/tricks that we both used while getting...
2021-06-0251 min
Slow Money ShowSlow Money Show (04-15-20) - Featuring Melissa Terito, CPA and Partner at Sentinel Pension
2021-03-2251 min2021-02-2454 minLouisiana LadiesPatrick on the Pod!Introducing our first Louisiana Lad, Patrick Terito! This week, Melissa and Patrick are quarantined, but we couldn't let that stop the podcast fun. We took to Zoom to record our first virtual episode while hosting our first male guest, Melissa's husband! We had so much fun recording this episode and are excited to have more Louisiana Lads on in the future.Amazon.com: Ninja Foodi AG301 5-in-1 Indoor Electric Countertop Grill with 4-Quart Air Fryer, Roast, Bake, Dehydrate, and Cyclonic Grilling Technology: Kitchen & DiningKasa Smart HS103P3 Plug by TP-Link, Smart Home Wi-Fi Outlet...
2020-12-1444 min
TPA Tidbits: A Sentinel Pension PodcastSimple IRA vs. 401(k) PlansWelcome to the first episode of TPA Tidbits! Thanks for stopping by. In this episode, Sentinel Pension Partner, Melissa Terito, is joined by Maggie Robinson as they discuss the important differences between a Simple IRA and a 401(k) Plan. Stay tuned for more tidbits regarding retirement plans.Have a question for us? Please email 401k@choosesentinel.com.Follow us on LinkedInFollow us on FacebookMusic by Adam Vitovsky
2020-12-0117 minLouisiana LadiesOur First Episode!Welcome to the first episode of Louisiana Ladies! We are so excited that you are here! In this episode, hear from hosts Melissa Terito and Maggie Robinson as they introduce themselves and talk about what made them want to start a podcast. As mentioned in the intro, this episode was pre-recorded. Please bear with us as our audio quality will dramatically improve by episode 4 with our new microphone. Thanks for chatting with us!Interested in Maggie's microwave cover?https://www.amazon.com/dp/B07JJC8NWP/ref=cm_sw_r_em_api_i_7f4FFbP0JTKDE
2020-10-0236 min
Inside The Plan With The 401(k) BrothersFAQs with TPA Melissa TeritoIn this episode of Inside the Plan with the 401(k) Brothers, Bill Bush and Andy Bush, advisors at Horizon Financial Group, talk with Melissa Terito, CPA, Partner and Third-Party Administrator at Sentinel Pension about some frequently asked questions that plan sponsors have been reaching out to her with. Episode Highlights: 00:37 – Bill Bush and Andy Bush introduce Melissa Terito. 01:21 – How does COVID-19 sick pay play into what is counted as wages? 02:57 – When can a participant get back in after dropping below zero on referrals? 04:31 – What can be done with plans that have safe harbor contributions? 06...
2020-05-1916 minInside The Plan With The 401(k) BrothersOne for the Plan Sponsors with Melissa Terito, TPAIn this episode of Inside the Plan with the 401(k) Brothers, Bill Bush and Andy Bush, advisors at Horizon Financial Group, talk with Melissa Terito, CPA, Partner and Third-Party Administrator at Sentinel Pension about plan sponsors, issues they are facing during the COVID-19 pandemic, and the CARES Act. Episode Highlights: 00:39 – Bill Bush and Andy Bush introduce Melissa Terito. 01:08 – Plan sponsors have new measures to adapt to with the CARES Act. 01:55 – What types of calls is Melissa Terito receiving from clients? 02:25 – A lot of clients have contacted Melissa Terito about payment protec...
2020-04-2023 min
The Confident Advisor Practice PodcastTeaming Up with a TPATeaming Up with a TPA: Building Success in Retirement Plans Business Summary: In this podcast episode of Confident Advisor Practice by Bill Bush and Pete Bush of the Horizon Advisor Network, they welcome their guest Melissa Terito, a partner and CPA at the accounting and business advisement firm Faulk & Winkler. Melissa handles their third party administrative practice (TPA) – branded as Sentinel Pension & Payroll. They have an enlightening discussion about the benefits of financial advisors and TPAs working together on behalf of their clients to add piece-of-mind and value to retirement plans.
2018-05-1421 min
The Confident Wealth PodcastThe Real Deal About Retirement PlansThe Real Deal About Retirement Plans With Melissa Terito, CPA Summary: In the 8th episode of the Confident Wealth Podcast, Bill Bush and Pete Bush talk with Melissa Terito, a partner and CPA at the accounting and business advisement firm Faulk & Winkler. She oversees their third party administrative practice (TPA) – branded as Sentinel Pension & Payroll. They share valuable information about the benefits that business owners have in setting up retirement plans for their employees. They also dispel a few misconceptions and assumptions that have been applied to retir...
2018-02-1500 min