by Lance Roberts
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| Markets are dangerously overextended and priced for perfection going into 2026. In this short video, I explain why elevated valuations, mean reversion, and rising credit stress could make 2026 far riskier than investors expect. đź“şFull episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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10-22-25 Business Owners’ Retirement Plan Options
2025-10-31
Tom Allen, our Senior Benefits Consultant, and Tom Pohlan, the Regional Director with Retirement Plan Consultants, explore how small business owners can create effective retirement plans that benefit both employees and owners.
Starting with Simon Sinek’s “Start with Why” framework, we’ll discuss why offering a retirement plan isn’t just a perk—it’s a powerful financial strategy for growth, retention, and tax efficiency.
đź’ˇ Key topics covered:
Why businesses should care about offering retirement plans
How retirement benefits help attract and retain top talent
Owner advantages: higher savings limits and tax deductions
Real-world examples, including Nancy’s Law Firm
Comparing SEP IRA vs. 401(k) with Profit Sharing vs. Cash Balance Plans
How plan choices evolve over time—from startup
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