The history and evolution of 401(k) plans and how they differ from traditional retirement plans. Why cash balance retirement plans are becoming a popular option for business owners. The importance of building long-term client relationships in financial advising.
Episode 5 of The Multi-Millionaire Mindset Podcast is one you don't want to miss! Bob Interviews Mike Russo CPA to discuss building wealth, tax planning and much more.
On this episode of The Multi-Millionaire Mindset Podcast, Bob welcomes Nate Romero - Director at Arkadios Capital, and the Executive Director of Clear Capital. They discuss unique investments, taxes, AI, real estate, and more.