Retire Rich: Long-Term Business Success Starts With a Financial Roadmap, with Phil Shetsen
Description
Plan for your exit the right way.
In this episode of the Ground Transportation Podcast, Ken Lucci sits down with Phil Shetsen, President of Bona Vita Benefits, who shares some common financial planning mistakes made by transportation operators. Phil emphasizes the importance of life insurance, benefits, and retirement planning. He shares his personal and professional journey, the mission to help others avoid financial pitfalls, and offers insights into creating robust benefits plans, tax strategies, and fostering long-term company growth by retaining top talent.
CHAPTERS:
00:00 Introduction
06:35 Background
13:07 Life Insurance
18:59 Asset Sales
20:35 Specialized Products
25:26 PEOs
33:34 401Ks
39:43 Find The Right Clients
43:44 Tax Strategies
Connect with Phil on LinkedIn: https://www.linkedin.com/in/pshetsen/
Visit Bona Vita Website: https://www.bvbenefits.com/
NLA: https://www.limo.org/
At Driving Transactions, Ken Lucci and his team offer financial analysis, KPI reviews, for specific purposes like improving profitability, enhancing the value of the enterprise business planning and buying and selling companies. So if you have any of those needs, please give us a call or check us out at www.drivingtransactions.com.
Pax Training is your all in one solution designed to elevate your team's skills, boost passenger satisfaction, and keep your business ahead of the curve. Learn more at www.paxtraining.com/gtp
Connect with Kenneth Lucci, Principle Analyst at Driving Transactions:
https://www.drivingtransactions.com/
Connect with James Blain, President at PAX Training:
https://paxtraining.com/
United States
